Virginia Wealth Management Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-16,445
| Closed | -$545K | – | 64 |
|
2023
Q3 | $545K | Sell |
16,445
-2,235
| -12% | -$74.1K | 0.37% | 55 |
|
2023
Q2 | $685K | Sell |
18,680
-60
| -0.3% | -$2.2K | 0.47% | 52 |
|
2023
Q1 | $765K | Buy |
18,740
+13
| +0.1% | +$530 | 0.52% | 51 |
|
2022
Q4 | $960K | Sell |
18,727
-734
| -4% | -$37.6K | 0.66% | 49 |
|
2022
Q3 | $852K | Buy |
19,461
+14,568
| +298% | +$638K | 0.64% | 52 |
|
2022
Q2 | $257K | Sell |
4,893
-500
| -9% | -$26.3K | 0.25% | 58 |
|
2022
Q1 | $292K | Sell |
5,393
-200
| -4% | -$10.8K | 0.26% | 56 |
|
2021
Q4 | $330K | Buy |
+5,593
| New | +$330K | 0.3% | 56 |
|