Waratah Capital Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-24,093
| Closed | -$669K | – | 142 |
|
|
2024
Q1 | $669K | Buy |
24,093
+15,121
| +169% | +$420K | 0.02% | 108 |
|
|
2023
Q4 | $258K | Buy |
+8,972
| New | +$258K | 0.01% | 129 |
|
|
2014
Q3 | – | Sell |
-45,954
| Closed | -$1.29M | – | 58 |
|
|
2014
Q2 | $1.29M | Sell |
45,954
-22,345
| -33% | -$629K | 0.63% | 35 |
|
|
2014
Q1 | $2.08M | Buy |
68,299
+28,142
| +70% | +$857K | 1.15% | 22 |
|
|
2013
Q4 | $1.17M | Buy |
+40,157
| New | +$1.17M | 0.45% | 53 |
|