WA
Wealthstream Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,371
| Closed | -$213K | – | 176 |
|
|
2024
Q3 | $213K | Buy |
7,371
+219
| +3% | +$6.34K | 0.04% | 141 |
|
|
2024
Q2 | $200K | Sell |
7,152
-157
| -2% | -$4.39K | 0.07% | 134 |
|
|
2024
Q1 | $203K | Buy |
+7,309
| New | +$203K | 0.08% | 132 |
|
|
2023
Q4 | – | Sell |
-6,602
| Closed | -$219K | – | 150 |
|
|
2023
Q3 | $219K | Sell |
6,602
-661
| -9% | -$21.9K | 0.11% | 94 |
|
|
2023
Q2 | $266K | Buy |
+7,263
| New | +$266K | 0.14% | 79 |
|
|
2023
Q1 | – | Sell |
-5,197
| Closed | -$266K | – | 80 |
|
|
2022
Q4 | $266K | Buy |
+5,197
| New | +$266K | 0.17% | 60 |
|
|
2022
Q3 | – | Sell |
-4,999
| Closed | -$262K | – | 72 |
|
|
2022
Q2 | $262K | Buy |
4,999
+515
| +11% | +$27K | 0.26% | 52 |
|
|
2022
Q1 | $232K | Sell |
4,484
-23
| -0.5% | -$1.19K | 0.2% | 62 |
|
|
2021
Q4 | $266K | Buy |
+4,507
| New | +$266K | 0.23% | 53 |
|