3Chopt Investment Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $202K | Buy |
8,340
+389
| +5% | +$9.43K | 0.05% | 213 |
|
2025
Q1 | $201K | Sell |
7,951
-2,246
| -22% | -$56.9K | 0.05% | 204 |
|
2024
Q4 | $271K | Sell |
10,197
-12,122
| -54% | -$322K | 0.09% | 74 |
|
2024
Q3 | $646K | Sell |
22,319
-448
| -2% | -$13K | 0.23% | 66 |
|
2024
Q2 | $637K | Buy |
22,767
+11,265
| +98% | +$315K | 0.19% | 100 |
|
2024
Q1 | $319K | Sell |
11,502
-564
| -5% | -$15.7K | 0.13% | 67 |
|
2023
Q4 | $347K | Sell |
12,066
-27,604
| -70% | -$795K | 0.13% | 133 |
|
2023
Q3 | $1.32M | Sell |
39,670
-23,980
| -38% | -$795K | 0.78% | 41 |
|
2023
Q2 | $2.33M | Buy |
63,650
+7,515
| +13% | +$276K | 1.17% | 23 |
|
2023
Q1 | $2.29M | Buy |
56,135
+9,366
| +20% | +$382K | 1.22% | 23 |
|
2022
Q4 | $2.4M | Buy |
+46,769
| New | +$2.4M | 1.31% | 23 |
|