Wealth Management Partners’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 |
-7,832
| Closed | -$225K | – | 124 |
|
|
2023
Q4 | $225K | Sell |
7,832
-403
| -5% | -$11.6K | 0.13% | 111 |
|
|
2023
Q3 | $273K | Sell |
8,235
-1,029
| -11% | -$34.1K | 0.17% | 93 |
|
|
2023
Q2 | $340K | Buy |
9,264
+182
| +2% | +$6.68K | 0.21% | 83 |
|
|
2023
Q1 | $371K | Buy |
9,082
+82
| +0.9% | +$3.35K | 0.26% | 76 |
|
|
2022
Q4 | $486K | Sell |
9,000
-1,000
| -10% | -$54K | 0.41% | 53 |
|
|
2022
Q3 | $420K | Hold |
10,000
| – | – | 0.37% | 60 |
|
|
2022
Q2 | $514K | Hold |
10,000
| – | – | 0.45% | 53 |
|
|
2022
Q1 | $512K | Hold |
10,000
| – | – | 0.36% | 57 |
|
|
2021
Q4 | $578K | Buy |
10,000
+22
| +0.2% | +$1.27K | 0.4% | 56 |
|
|
2021
Q3 | $429K | Buy |
9,978
+1
| +0% | +$43 | 0.32% | 66 |
|
|
2021
Q2 | $391K | Buy |
9,977
+2
| +0% | +$78 | 0.27% | 76 |
|
|
2021
Q1 | $358K | Sell |
9,975
-37
| -0.4% | -$1.33K | 0.27% | 77 |
|
|
2020
Q4 | $374K | Buy |
+10,012
| New | +$374K | 0.29% | 77 |
|