WealthBridge Capital Management’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 |
-7,597
| Closed | -$220K | – | 208 |
|
|
2024
Q3 | $220K | Buy |
7,597
+50
| +0.7% | +$1.45K | 0.06% | 196 |
|
|
2024
Q2 | $211K | Sell |
7,547
-1,164
| -13% | -$32.6K | 0.07% | 175 |
|
|
2024
Q1 | $242K | Sell |
8,711
-884
| -9% | -$24.5K | 0.08% | 159 |
|
|
2023
Q4 | $276K | Sell |
9,595
-870
| -8% | -$25K | 0.1% | 127 |
|
|
2023
Q3 | $347K | Buy |
10,465
+474
| +5% | +$15.7K | 0.14% | 109 |
|
|
2023
Q2 | $366K | Sell |
9,991
-7,048
| -41% | -$259K | 0.15% | 110 |
|
|
2023
Q1 | $695K | Buy |
17,039
+835
| +5% | +$34.1K | 0.28% | 73 |
|
|
2022
Q4 | $830K | Sell |
16,204
-114
| -0.7% | -$5.84K | 0.35% | 64 |
|
|
2022
Q3 | $856K | Hold |
16,318
| – | – | 0.37% | 57 |
|
|
2022
Q2 | $856K | Sell |
16,318
-37
| -0.2% | -$1.94K | 0.37% | 57 |
|
|
2022
Q1 | $847K | Buy |
16,355
+6,009
| +58% | +$311K | 0.32% | 73 |
|
|
2021
Q4 | $611K | Sell |
10,346
-232
| -2% | -$13.7K | 0.23% | 87 |
|
|
2021
Q3 | $455K | Sell |
10,578
-189
| -2% | -$8.13K | 0.17% | 104 |
|
|
2021
Q2 | $422K | Buy |
10,767
+224
| +2% | +$8.78K | 0.15% | 105 |
|
|
2021
Q1 | $382K | Sell |
10,543
-698
| -6% | -$25.3K | 0.16% | 102 |
|
|
2020
Q4 | $414K | Buy |
11,241
+330
| +3% | +$12.2K | 0.18% | 95 |
|
|
2020
Q3 | $380K | Buy |
10,911
+630
| +6% | +$21.9K | 0.19% | 88 |
|
|
2020
Q2 | $319K | Hold |
10,281
| – | – | 0.18% | 90 |
|
|
2020
Q1 | $318K | Buy |
+10,281
| New | +$318K | 0.22% | 81 |
|
|
2019
Q2 | – | Sell |
-4,979
| Closed | -$192K | – | 649 |
|
|
2019
Q1 | $192K | Buy |
4,979
+606
| +14% | +$23.4K | 0.12% | 112 |
|
|
2018
Q4 | $181K | Buy |
+4,373
| New | +$181K | 0.14% | 108 |
|