Zullo Investment Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-9,545
| Closed | -$265K | – | 155 |
|
2024
Q1 | $265K | Sell |
9,545
-5,907
| -38% | -$164K | 0.12% | 131 |
|
2023
Q4 | $445K | Sell |
15,452
-2,055
| -12% | -$59.2K | 0.23% | 90 |
|
2023
Q3 | $581K | Buy |
17,507
+29
| +0.2% | +$962 | 0.34% | 66 |
|
2023
Q2 | $641K | Sell |
17,478
-408
| -2% | -$15K | 0.37% | 62 |
|
2023
Q1 | $730K | Buy |
17,886
+275
| +2% | +$11.2K | 0.45% | 57 |
|
2022
Q4 | $902K | Buy |
17,611
+45
| +0.3% | +$2.31K | 0.55% | 45 |
|
2022
Q3 | $769K | Buy |
17,566
+555
| +3% | +$24.3K | 0.5% | 45 |
|
2022
Q2 | $892K | Sell |
17,011
-221
| -1% | -$11.6K | 0.56% | 43 |
|
2022
Q1 | $892K | Buy |
17,232
+579
| +3% | +$30K | 0.46% | 50 |
|
2021
Q4 | $983K | Buy |
+16,653
| New | +$983K | 0.51% | 49 |
|