YWP
YorkBridge Wealth Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.38M | Sell |
85,512
-1,438
| -2% | -$73.7K | 1.11% | 20 |
|
|
2022
Q3 | $3.81M | Buy |
86,950
+1,579
| +2% | +$69.1K | 0.98% | 23 |
|
|
2022
Q2 | $4.48M | Buy |
85,371
+375
| +0.4% | +$19.7K | 1.17% | 18 |
|
|
2022
Q1 | $4.4M | Buy |
84,996
+237
| +0.3% | +$12.3K | 0.97% | 24 |
|
|
2021
Q4 | $5.01M | Sell |
84,759
-2,649
| -3% | -$156K | 1.12% | 21 |
|
|
2021
Q3 | $3.76M | Buy |
87,408
+718
| +0.8% | +$30.9K | 0.95% | 29 |
|
|
2021
Q2 | $3.4M | Buy |
86,690
+505
| +0.6% | +$19.8K | 0.89% | 31 |
|
|
2021
Q1 | $3.12M | Buy |
86,185
+3,118
| +4% | +$113K | 0.92% | 30 |
|
|
2020
Q4 | $3.06M | Buy |
83,067
+457
| +0.6% | +$16.8K | 1.02% | 27 |
|
|
2020
Q3 | $3.03M | Buy |
82,610
+3,398
| +4% | +$125K | 1.27% | 21 |
|
|
2020
Q2 | $2.59M | Buy |
79,212
+774
| +1% | +$25.3K | 1.18% | 24 |
|
|
2020
Q1 | $2.56M | Sell |
78,438
-181
| -0.2% | -$5.91K | 1.57% | 12 |
|
|
2019
Q4 | $3.08M | Sell |
78,619
-4,959
| -6% | -$194K | 1.41% | 15 |
|
|
2019
Q3 | $3M | Sell |
83,578
-540
| -0.6% | -$19.4K | 1.51% | 12 |
|
|
2019
Q2 | $3.64M | Sell |
84,118
-1,339
| -2% | -$58K | 1.62% | 9 |
|
|
2019
Q1 | $3.63M | Sell |
85,457
-464
| -0.5% | -$19.7K | 1.67% | 9 |
|
|
2018
Q4 | $3.75M | Sell |
85,921
-97
| -0.1% | -$4.23K | 1.99% | 7 |
|
|
2018
Q3 | $3.81M | Buy |
86,018
+767
| +0.9% | +$34K | 1.74% | 8 |
|
|
2018
Q2 | $3.09M | Buy |
85,251
+1,051
| +1% | +$38.1K | 1.36% | 15 |
|
|
2018
Q1 | $3.06M | Buy |
84,200
+2,700
| +3% | +$98.1K | 1.41% | 15 |
|
|
2017
Q4 | $2.83M | Buy |
81,500
+1,201
| +1% | +$41.6K | 1.36% | 13 |
|
|
2017
Q3 | $2.87M | Sell |
80,299
-3,099
| -4% | -$111K | 1.49% | 13 |
|
|
2017
Q2 | $2.82M | Sell |
83,398
-8,472
| -9% | -$287K | 1.5% | 12 |
|
|
2017
Q1 | $3.09M | Buy |
91,870
+15,664
| +21% | +$527K | 1.62% | 9 |
|
|
2016
Q4 | $2.42M | Buy |
+76,206
| New | +$2.42M | 1.43% | 12 |
|