Waypoint Capital Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $260K | Buy |
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|
2024
Q2 | $238K | Buy |
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|
2024
Q1 | $215K | Buy |
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|
2023
Q4 | $211K | Sell |
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|
2023
Q3 | $258K | Sell |
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|
2023
Q2 | $292K | Buy |
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|
2023
Q1 | $317K | Hold |
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|
2022
Q4 | $398K | Sell |
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|
2022
Q3 | $348K | Buy |
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|
2022
Q2 | $416K | Sell |
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|
2022
Q1 | $433K | Sell |
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|
2021
Q4 | $520K | Buy |
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