Wealth Quarterback’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,954
| Closed | -$462K | – | 132 |
|
|
2024
Q3 | $462K | Sell |
15,954
-1,903
| -11% | -$55.1K | 0.24% | 76 |
|
|
2024
Q2 | $500K | Buy |
17,857
+189
| +1% | +$5.29K | 0.28% | 66 |
|
|
2024
Q1 | $490K | Buy |
17,668
+3,992
| +29% | +$111K | 0.27% | 76 |
|
|
2023
Q4 | $394K | Buy |
13,676
+1,809
| +15% | +$52.1K | 0.24% | 82 |
|
|
2023
Q3 | $394K | Buy |
11,867
+1,879
| +19% | +$62.3K | 0.34% | 73 |
|
|
2023
Q2 | $366K | Buy |
9,988
+576
| +6% | +$21.1K | 0.25% | 78 |
|
|
2023
Q1 | $384K | Sell |
9,412
-374
| -4% | -$15.3K | 0.33% | 70 |
|
|
2022
Q4 | $501K | Sell |
9,786
-74
| -0.8% | -$3.79K | 0.42% | 56 |
|
|
2022
Q3 | $431K | Sell |
9,860
-409
| -4% | -$17.9K | 0.46% | 54 |
|
|
2022
Q2 | $538K | Buy |
+10,269
| New | +$538K | 0.42% | 50 |
|
|
2021
Q3 | $455K | Buy |
12,686
+1,901
| +18% | +$68.2K | 0.3% | 69 |
|
|
2021
Q2 | $423K | Buy |
+10,785
| New | +$423K | 0.26% | 76 |
|
|
2020
Q4 | $397K | Sell |
10,784
-993
| -8% | -$36.6K | 0.33% | 71 |
|
|
2020
Q3 | $365K | Hold |
11,777
| – | – | 0.33% | 74 |
|
|
2020
Q2 | $365K | Buy |
11,777
+1,772
| +18% | +$54.9K | 0.33% | 74 |
|
|
2020
Q1 | $303K | Sell |
10,005
-5,254
| -34% | -$159K | 0.28% | 77 |
|
|
2019
Q4 | $472K | Buy |
+15,259
| New | +$472K | 0.41% | 55 |
|