Waypoint Wealth Counsel’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,057
| Closed | -$232K | – | 104 |
|
|
2023
Q4 | $232K | Sell |
8,057
-2,446
| -23% | -$70.4K | 0.2% | 84 |
|
|
2023
Q3 | $348K | Buy |
10,503
+138
| +1% | +$4.58K | 0.33% | 53 |
|
|
2023
Q2 | $380K | Sell |
10,365
-45
| -0.4% | -$1.65K | 0.34% | 52 |
|
|
2023
Q1 | $425K | Sell |
10,410
-5,112
| -33% | -$209K | 0.33% | 53 |
|
|
2022
Q4 | $795K | Buy |
+15,522
| New | +$795K | 0.64% | 39 |
|