UIA
Ulland Investment Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,450
| Closed | -$114K | – | 224 |
|
|
2023
Q3 | $114K | Sell |
3,450
-10,662
| -76% | -$352K | 0.13% | 71 |
|
|
2023
Q2 | $518K | Sell |
14,112
-1,795
| -11% | -$65.9K | 0.53% | 35 |
|
|
2023
Q1 | $649K | Sell |
15,907
-1,598
| -9% | -$65.2K | 0.76% | 29 |
|
|
2022
Q4 | $897K | Buy |
17,505
+3,535
| +25% | +$181K | 1.07% | 26 |
|
|
2022
Q3 | $611K | Sell |
13,970
-800
| -5% | -$35K | 0.67% | 37 |
|
|
2022
Q2 | $774K | Sell |
14,770
-4,000
| -21% | -$210K | 0.79% | 33 |
|
|
2022
Q1 | $972K | Sell |
18,770
-340
| -2% | -$17.6K | 0.73% | 35 |
|
|
2021
Q4 | $1.13M | Buy |
+19,110
| New | +$1.13M | 0.72% | 32 |
|