Warther Private Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,691
| Closed | -$245K | – | 67 |
|
|
2023
Q2 | $245K | Sell |
6,691
-3,558
| -35% | -$131K | 0.17% | 55 |
|
|
2023
Q1 | $418K | Sell |
10,249
-34,469
| -77% | -$1.41M | 0.32% | 51 |
|
|
2022
Q4 | $2.29M | Buy |
44,718
+460
| +1% | +$23.6K | 1.72% | 20 |
|
|
2022
Q3 | $1.94M | Buy |
44,258
+5,491
| +14% | +$240K | 1.53% | 22 |
|
|
2022
Q2 | $2.03M | Buy |
38,767
+1,535
| +4% | +$80.3K | 1.48% | 18 |
|
|
2022
Q1 | $1.92M | Buy |
37,232
+1,001
| +3% | +$51.6K | 1.25% | 20 |
|
|
2021
Q4 | $2.05M | Buy |
36,231
+701
| +2% | +$39.7K | 1.52% | 18 |
|
|
2021
Q3 | $1.53M | Buy |
35,530
+19,324
| +119% | +$829K | 1.36% | 19 |
|
|
2021
Q2 | $641K | Buy |
+16,206
| New | +$641K | 0.62% | 46 |
|