US Financial Advisors’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 |
-4,074
| Closed | -$209K | – | 71 |
|
|
2022
Q4 | $209K | Buy |
+4,074
| New | +$209K | 0.1% | 67 |
|
|
2016
Q2 | – | Sell |
-6,309
| Closed | -$177K | – | 299 |
|
|
2016
Q1 | $177K | Sell |
6,309
-700
| -10% | -$19.6K | 0.31% | 49 |
|
|
2015
Q4 | $215K | Sell |
7,009
-517
| -7% | -$15.9K | 0.2% | 63 |
|
|
2015
Q3 | $224K | Buy |
7,526
+676
| +10% | +$20.1K | 0.37% | 52 |
|
|
2015
Q2 | $218K | Sell |
6,850
-395
| -5% | -$12.6K | 0.21% | 52 |
|
|
2015
Q1 | $239K | Buy |
7,245
+148
| +2% | +$4.88K | 0.22% | 52 |
|
|
2014
Q4 | $210K | Buy |
+7,097
| New | +$210K | 0.19% | 53 |
|