Westwood Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,746
| Closed | -$284K | – | 42 |
|
|
2023
Q2 | $284K | Hold |
7,746
| – | – | 0.2% | 36 |
|
|
2023
Q1 | $316K | Sell |
7,746
-830
| -10% | -$33.9K | 0.28% | 36 |
|
|
2022
Q4 | $439K | Buy |
8,576
+830
| +11% | +$42.5K | 0.53% | 30 |
|
|
2022
Q3 | $339K | Sell |
7,746
-1,330
| -15% | -$58.2K | 0.3% | 31 |
|
|
2022
Q2 | $476K | Sell |
9,076
-8,150
| -47% | -$427K | 0.55% | 25 |
|
|
2022
Q1 | $892 | Sell |
17,226
-1,500
| -8% | -$78 | 0.35% | 29 |
|
|
2021
Q4 | $1.11M | Buy |
+18,726
| New | +$1.11M | 0.47% | 25 |
|