WealthOne’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,255
| Closed | -$266K | – | 102 |
|
|
2023
Q2 | $266K | Sell |
7,255
-264
| -4% | -$9.68K | 0.1% | 88 |
|
|
2023
Q1 | $307K | Buy |
7,519
+978
| +15% | +$39.9K | 0.12% | 74 |
|
|
2022
Q4 | $335K | Sell |
6,541
-623
| -9% | -$31.9K | 0.14% | 70 |
|
|
2022
Q3 | $313K | Buy |
7,164
+230
| +3% | +$10K | 0.14% | 73 |
|
|
2022
Q2 | $364K | Sell |
6,934
-419
| -6% | -$22K | 0.15% | 74 |
|
|
2022
Q1 | $381K | Buy |
7,353
+3,825
| +108% | +$198K | 0.13% | 75 |
|
|
2021
Q4 | $208K | Sell |
3,528
-3,300
| -48% | -$195K | 0.07% | 110 |
|
|
2021
Q3 | $294K | Sell |
6,828
-90
| -1% | -$3.88K | 0.11% | 105 |
|
|
2021
Q2 | $271K | Sell |
6,918
-560
| -7% | -$21.9K | 0.11% | 103 |
|
|
2021
Q1 | $271K | Buy |
7,478
+221
| +3% | +$8.01K | 0.12% | 102 |
|
|
2020
Q4 | $267K | Buy |
7,257
+821
| +13% | +$30.2K | 0.13% | 91 |
|
|
2020
Q3 | $224K | Sell |
6,436
-29
| -0.4% | -$1.01K | 0.13% | 95 |
|
|
2020
Q2 | $201K | Buy |
+6,465
| New | +$201K | 0.12% | 94 |
|
|
2019
Q1 | – | Sell |
-2,253
| Closed | -$94K | – | 425 |
|
|
2018
Q4 | $94K | Buy |
+2,253
| New | +$94K | 0.08% | 129 |
|