1900 Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Sell |
20,296
-1,595
| -7% | -$38.7K | 0.04% | 147 |
|
|
2025
Q1 | $555K | Sell |
21,891
-108
| -0.5% | -$2.74K | 0.05% | 126 |
|
|
2024
Q4 | $584K | Sell |
21,999
-635
| -3% | -$16.8K | 0.05% | 128 |
|
|
2024
Q3 | $655K | Buy |
22,634
+149
| +0.7% | +$4.31K | 0.06% | 124 |
|
|
2024
Q2 | $629K | Sell |
22,485
-14
| -0.1% | -$392 | 0.06% | 126 |
|
|
2024
Q1 | $624K | Sell |
22,499
-5,230
| -19% | -$145K | 0.06% | 136 |
|
|
2023
Q4 | $798K | Sell |
27,729
-3,157
| -10% | -$90.9K | 0.07% | 154 |
|
|
2023
Q3 | $1.02M | Buy |
30,886
+4,763
| +18% | +$158K | 0.1% | 137 |
|
|
2023
Q2 | $958K | Buy |
26,123
+789
| +3% | +$28.9K | 0.1% | 123 |
|
|
2023
Q1 | $1.12M | Hold |
25,334
| – | – | 0.12% | 113 |
|
|
2022
Q4 | $1.3M | Sell |
25,334
-246
| -1% | -$12.6K | 0.14% | 106 |
|
|
2022
Q3 | $1.12M | Buy |
25,580
+147
| +0.6% | +$6.44K | 0.13% | 107 |
|
|
2022
Q2 | $1.33M | Buy |
25,433
+650
| +3% | +$34.1K | 0.15% | 97 |
|
|
2022
Q1 | $1.28M | Buy |
24,783
+257
| +1% | +$13.3K | 0.12% | 107 |
|
|
2021
Q4 | $1.45M | Buy |
24,526
+2,319
| +10% | +$137K | 0.13% | 105 |
|
|
2021
Q3 | $955K | Buy |
22,207
+245
| +1% | +$10.5K | 0.09% | 128 |
|
|
2021
Q2 | $860K | Buy |
21,962
+593
| +3% | +$23.2K | 0.08% | 124 |
|
|
2021
Q1 | $775 | Buy |
21,369
+3,519
| +20% | +$128 | 0.06% | 111 |
|
|
2020
Q4 | $657K | Buy |
+17,850
| New | +$657K | 0.08% | 97 |
|