Ullmann Wealth Partners Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,867
| Closed | -$301K | – | 98 |
|
|
2022
Q4 | $301K | Sell |
5,867
-219
| -4% | -$11.2K | 0.07% | 65 |
|
|
2022
Q3 | $266K | Sell |
6,086
-101
| -2% | -$4.41K | 0.07% | 70 |
|
|
2022
Q2 | $324K | Buy |
6,187
+428
| +7% | +$22.4K | 0.09% | 62 |
|
|
2022
Q1 | $298K | Buy |
5,759
+335
| +6% | +$17.3K | 0.08% | 67 |
|
|
2021
Q4 | $320K | Sell |
5,424
-206
| -4% | -$12.2K | 0.09% | 69 |
|
|
2021
Q3 | $242K | Buy |
+5,630
| New | +$242K | 0.1% | 71 |
|
|
2017
Q3 | – | Sell |
-247
| Closed | -$7K | – | 107 |
|
|
2017
Q2 | $7K | Sell |
247
-535
| -68% | -$15.2K | 0.01% | 148 |
|
|
2017
Q1 | $25K | Buy |
+782
| New | +$25K | 0.02% | 102 |
|