Vertex Planning Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,140
| Closed | -$206K | – | 160 |
|
|
2023
Q4 | $206K | Buy |
7,140
+194
| +3% | +$5.59K | 0.06% | 154 |
|
|
2023
Q3 | $230K | Sell |
6,946
-496
| -7% | -$16.5K | 0.08% | 124 |
|
|
2023
Q2 | $273K | Buy |
7,442
+602
| +9% | +$22.1K | 0.09% | 116 |
|
|
2023
Q1 | $279K | Sell |
6,840
-4,723
| -41% | -$193K | 0.11% | 98 |
|
|
2022
Q4 | $592K | Buy |
+11,563
| New | +$592K | 0.23% | 59 |
|