WealthPLAN Partners’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 |
-8,271
| Closed | -$239K | – | 255 |
|
|
2024
Q3 | $239K | Buy |
8,271
+687
| +9% | +$19.9K | 0.03% | 239 |
|
|
2024
Q2 | $212K | Sell |
7,584
-2,582
| -25% | -$72.2K | 0.02% | 285 |
|
|
2024
Q1 | $282K | Sell |
10,166
-3,086
| -23% | -$85.6K | 0.03% | 265 |
|
|
2023
Q4 | $382K | Sell |
13,252
-1,737
| -12% | -$50K | 0.04% | 247 |
|
|
2023
Q3 | $497K | Buy |
14,989
+282
| +2% | +$9.35K | 0.06% | 203 |
|
|
2023
Q2 | $539K | Sell |
14,707
-2,514
| -15% | -$92.2K | 0.08% | 180 |
|
|
2023
Q1 | $703K | Sell |
17,221
-65,631
| -79% | -$2.68M | 0.08% | 170 |
|
|
2022
Q4 | $3.62M | Buy |
+82,852
| New | +$3.62M | 0.25% | 84 |
|
|
2022
Q1 | $4.32M | Buy |
88,047
+1,984
| +2% | +$97.4K | 0.3% | 80 |
|
|
2021
Q4 | $4.53M | Buy |
86,063
+10,187
| +13% | +$537K | 0.3% | 77 |
|
|
2021
Q3 | $3.92M | Sell |
75,876
-799
| -1% | -$41.3K | 0.26% | 85 |
|
|
2021
Q2 | $3.55M | Buy |
76,675
+705
| +0.9% | +$32.7K | 0.25% | 81 |
|
|
2021
Q1 | $3.04M | Buy |
75,970
+1,056
| +1% | +$42.2K | 0.24% | 83 |
|
|
2020
Q4 | $2.61M | Sell |
74,914
-5,946
| -7% | -$207K | 0.22% | 82 |
|
|
2020
Q3 | $2.88M | Sell |
80,860
-362
| -0.4% | -$12.9K | 0.28% | 80 |
|
|
2020
Q2 | $2.94M | Buy |
81,222
+1,390
| +2% | +$50.3K | 0.3% | 77 |
|
|
2020
Q1 | $2.87M | Sell |
79,832
-8,680
| -10% | -$312K | 0.37% | 67 |
|
|
2019
Q4 | $3.17M | Buy |
88,512
+1,382
| +2% | +$49.5K | 0.37% | 70 |
|
|
2019
Q3 | $3.03M | Buy |
87,130
+2,099
| +2% | +$72.9K | 0.41% | 69 |
|
|
2019
Q2 | $2.84M | Buy |
85,031
+2,854
| +3% | +$95.3K | 0.43% | 67 |
|
|
2019
Q1 | $3.21M | Buy |
82,177
+475
| +0.6% | +$18.5K | 0.5% | 59 |
|
|
2018
Q4 | $3.29M | Sell |
81,702
-3,982
| -5% | -$160K | 0.53% | 54 |
|
|
2018
Q3 | $3.54M | Buy |
85,684
+4,306
| +5% | +$178K | 0.65% | 43 |
|
|
2018
Q2 | $2.8M | Sell |
81,378
-1,562
| -2% | -$53.8K | 0.57% | 51 |
|
|
2018
Q1 | $2.79M | Buy |
82,940
+62,426
| +304% | +$2.1M | 0.61% | 44 |
|
|
2017
Q4 | $705K | Sell |
20,514
-586
| -3% | -$20.1K | 0.19% | 106 |
|
|
2017
Q3 | $715K | Sell |
21,100
-8,050
| -28% | -$273K | 0.2% | 93 |
|
|
2017
Q2 | $929K | Buy |
29,150
+26,179
| +881% | +$834K | 0.27% | 76 |
|
|
2017
Q1 | $96.4K | Buy |
+2,971
| New | +$96.4K | 0.33% | 56 |
|
|
2016
Q3 | $958K | Sell |
29,950
-28,021
| -48% | -$896K | 0.31% | 55 |
|
|
2016
Q2 | $999K | Buy |
+57,971
| New | +$999K | 0.13% | 119 |
|
|
2015
Q4 | $762K | Buy |
+73,571
| New | +$762K | 0.12% | 123 |
|
|
2015
Q2 | $643K | Sell |
20,217
-104
| -0.5% | -$3.31K | 0.28% | 47 |
|
|
2015
Q1 | $670K | Buy |
+20,321
| New | +$670K | 0.31% | 61 |
|