Accurate Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
42,533
+4,724
| +12% | +$122K | 0.17% | 136 |
|
|
2025
Q1 | $828K | Buy |
37,809
+2,073
| +6% | +$45.4K | 0.16% | 136 |
|
|
2024
Q4 | $955K | Buy |
35,736
+5,360
| +18% | +$143K | 0.18% | 128 |
|
|
2024
Q3 | $894K | Sell |
30,376
-1,566
| -5% | -$46.1K | 0.18% | 125 |
|
|
2024
Q2 | $929K | Sell |
31,942
-93
| -0.3% | -$2.71K | 0.22% | 96 |
|
|
2024
Q1 | $833K | Buy |
32,035
+2,428
| +8% | +$63.1K | 0.24% | 93 |
|
|
2023
Q4 | $841K | Sell |
29,607
-5,789
| -16% | -$164K | 0.26% | 90 |
|
|
2023
Q3 | $1.16M | Buy |
35,396
+2,467
| +7% | +$80.8K | 0.36% | 69 |
|
|
2023
Q2 | $1.2M | Buy |
32,929
+1,536
| +5% | +$55.8K | 0.37% | 63 |
|
|
2023
Q1 | $1.31M | Buy |
31,393
+8,543
| +37% | +$357K | 0.45% | 61 |
|
|
2022
Q4 | $1.09M | Buy |
22,850
+4,479
| +24% | +$213K | 0.4% | 56 |
|
|
2022
Q3 | $1.02M | Buy |
18,371
+3,233
| +21% | +$180K | 0.43% | 54 |
|
|
2022
Q2 | $804K | Buy |
15,138
+323
| +2% | +$17.2K | 0.44% | 48 |
|
|
2022
Q1 | $767K | Buy |
14,815
+3,978
| +37% | +$206K | 0.34% | 64 |
|
|
2021
Q4 | $734K | Buy |
10,837
+359
| +3% | +$24.3K | 0.6% | 44 |
|
|
2021
Q3 | $611K | Sell |
10,478
-2,896
| -22% | -$169K | 0.53% | 50 |
|
|
2021
Q2 | $524K | Buy |
+13,374
| New | +$524K | 0.46% | 52 |
|