Western Pacific Wealth 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 |
-4,073
| Closed | -$118K | – | 252 |
|
|
2024
Q3 | $118K | Buy |
4,073
+386
| +10% | +$11.2K | 0.08% | 96 |
|
|
2024
Q2 | $103K | Sell |
3,687
-97
| -3% | -$2.71K | 0.08% | 93 |
|
|
2024
Q1 | $105K | Buy |
3,784
+2,682
| +243% | +$74.4K | 0.08% | 95 |
|
|
2023
Q4 | $31.7K | Sell |
1,102
-1,894
| -63% | -$54.5K | 0.02% | 162 |
|
|
2023
Q3 | $99.4K | Buy |
2,996
+840
| +39% | +$27.9K | 0.08% | 76 |
|
|
2023
Q2 | $79.1K | Sell |
2,156
-746
| -26% | -$27.4K | 0.06% | 103 |
|
|
2023
Q1 | $118K | Hold |
2,902
| – | – | 0.09% | 71 |
|
|
2022
Q4 | $149K | Buy |
2,902
+499
| +21% | +$25.6K | 0.12% | 50 |
|
|
2022
Q3 | $105K | Buy |
+2,403
| New | +$105K | 0.1% | 48 |
|