TriaGen Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,988
| Closed | -$202K | – | 184 |
|
|
2024
Q3 | $202K | Buy |
+6,988
| New | +$202K | 0.07% | 166 |
|
|
2023
Q4 | – | Sell |
-6,851
| Closed | -$227K | – | 170 |
|
|
2023
Q3 | $227K | Sell |
6,851
-200
| -3% | -$6.63K | 0.12% | 138 |
|
|
2023
Q2 | $259K | Buy |
7,051
+8
| +0.1% | +$293 | 0.12% | 144 |
|
|
2023
Q1 | $287K | Sell |
7,043
-60
| -0.8% | -$2.45K | 0.14% | 127 |
|
|
2022
Q4 | $364K | Buy |
7,103
+72
| +1% | +$3.69K | 0.2% | 114 |
|
|
2022
Q3 | $308K | Buy |
7,031
+4
| +0.1% | +$175 | 0.17% | 118 |
|
|
2022
Q2 | $368K | Buy |
7,027
+4
| +0.1% | +$209 | 0.26% | 92 |
|
|
2022
Q1 | $364K | Sell |
7,023
-1,500
| -18% | -$77.7K | 0.19% | 125 |
|
|
2021
Q4 | $503K | Buy |
8,523
+30
| +0.4% | +$1.77K | 0.25% | 101 |
|
|
2021
Q3 | $365K | Hold |
8,493
| – | – | 0.2% | 123 |
|
|
2021
Q2 | $364K | Sell |
8,493
-450
| -5% | -$19.3K | 0.19% | 125 |
|
|
2021
Q1 | $324K | Sell |
8,943
-4,312
| -33% | -$156K | 0.19% | 121 |
|
|
2020
Q4 | $488K | Buy |
+13,255
| New | +$488K | 0.29% | 100 |
|