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