Westshore Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,695
| Closed | -$255K | – | 101 |
|
|
2023
Q3 | $255K | Sell |
7,695
-946
| -11% | -$31.4K | 0.14% | 66 |
|
|
2023
Q2 | $317K | Sell |
8,641
-44
| -0.5% | -$1.61K | 0.16% | 60 |
|
|
2023
Q1 | $354K | Buy |
8,685
+44
| +0.5% | +$1.8K | 0.19% | 57 |
|
|
2022
Q4 | $443K | Hold |
8,641
| – | – | 0.25% | 46 |
|
|
2022
Q3 | $378K | Buy |
8,641
+1
| +0% | +$44 | 0.26% | 42 |
|
|
2022
Q2 | $453K | Buy |
8,640
+1
| +0% | +$52 | 0.3% | 38 |
|
|
2022
Q1 | $447K | Sell |
8,639
-637
| -7% | -$33K | 0.3% | 42 |
|
|
2021
Q4 | $548K | Buy |
9,276
+776
| +9% | +$45.8K | 0.38% | 34 |
|
|
2021
Q3 | $366K | Sell |
8,500
-29,218
| -77% | -$1.26M | 0.3% | 53 |
|
|
2021
Q2 | $1.48M | Buy |
37,718
+1
| +0% | +$39 | 0.76% | 24 |
|
|
2021
Q1 | $1.37M | Buy |
+37,717
| New | +$1.37M | 0.78% | 25 |
|
|
2019
Q4 | $860K | Buy |
+23,133
| New | +$860K | 0.95% | 16 |
|