Welch Capital Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,621
| Closed | -$214K | – | 44 |
|
|
2021
Q4 | $214K | Buy |
+3,621
| New | +$214K | 0.05% | 43 |
|
|
2014
Q2 | – | Sell |
-25,460
| Closed | -$776K | – | 41 |
|
|
2014
Q1 | $776K | Hold |
25,460
| – | – | 0.28% | 32 |
|
|
2013
Q4 | $740K | Hold |
25,460
| – | – | 0.25% | 32 |
|
|
2013
Q3 | $694K | Hold |
25,460
| – | – | 0.24% | 36 |
|
|
2013
Q2 | $677K | Buy |
+25,460
| New | +$677K | 0.24% | 37 |
|