Zimmermann Investment Management & Planning’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
-8,888
Closed -$326K 118
2023
Q2
$326K Sell
8,888
-16
-0.2% -$587 0.15% 83
2023
Q1
$363K Buy
8,904
+1,832
+26% +$74.7K 0.19% 83
2022
Q4
$362K Buy
7,072
+104
+1% +$5.33K 0.21% 69
2022
Q3
$305K Buy
+6,968
New +$305K 0.19% 71