WR Wealth Planners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $223K | Buy |
8,422
+83
| +1% | +$2.2K | 0.07% | 147 |
|
|
2024
Q3 | $241K | Buy |
8,339
+2,206
| +36% | +$63.8K | 0.07% | 160 |
|
|
2024
Q2 | $172K | Buy |
6,133
+411
| +7% | +$11.5K | 0.05% | 187 |
|
|
2024
Q1 | $159K | Buy |
+5,722
| New | +$159K | 0.05% | 204 |
|
|
2023
Q4 | – | Sell |
-5,775
| Closed | -$192K | – | 658 |
|
|
2023
Q3 | $192K | Buy |
5,775
+108
| +2% | +$3.58K | 0.07% | 176 |
|
|
2023
Q2 | $208K | Buy |
5,667
+167
| +3% | +$6.13K | 0.08% | 165 |
|
|
2023
Q1 | $224K | Buy |
5,500
+4,804
| +690% | +$196K | 0.1% | 145 |
|
|
2022
Q4 | $35.7K | Buy |
696
+1
| +0.1% | +$51 | 0.02% | 189 |
|
|
2022
Q3 | $30.4K | Sell |
695
-172
| -20% | -$7.52K | 0.02% | 189 |
|
|
2022
Q2 | $45.5K | Buy |
867
+1
| +0.1% | +$52 | 0.03% | 179 |
|
|
2022
Q1 | $44.8K | Buy |
+866
| New | +$44.8K | 0.03% | 177 |
|