Acima Private Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Hold |
14,542
| – | – | 0.12% | 93 |
|
|
2025
Q1 | $368K | Hold |
14,542
| – | – | 0.13% | 85 |
|
|
2024
Q4 | $386K | Hold |
14,542
| – | – | 0.13% | 90 |
|
|
2024
Q3 | $421K | Hold |
14,542
| – | – | 0.14% | 85 |
|
|
2024
Q2 | $407K | Sell |
14,542
-1,193
| -8% | -$33.4K | 0.15% | 83 |
|
|
2024
Q1 | $437K | Hold |
15,735
| – | – | 0.16% | 87 |
|
|
2023
Q4 | $453K | Hold |
15,735
| – | – | 0.18% | 84 |
|
|
2023
Q3 | $522K | Sell |
15,735
-141
| -0.9% | -$4.68K | 0.23% | 81 |
|
|
2023
Q2 | $582K | Sell |
15,876
-373
| -2% | -$13.7K | 0.28% | 76 |
|
|
2023
Q1 | $663K | Hold |
16,249
| – | – | 0.33% | 64 |
|
|
2022
Q4 | $833K | Hold |
16,249
| – | – | 0.43% | 59 |
|
|
2022
Q3 | $711K | Hold |
16,249
| – | – | 0.37% | 60 |
|
|
2022
Q2 | $852K | Hold |
16,249
| – | – | 0.43% | 56 |
|
|
2022
Q1 | $841K | Hold |
16,249
| – | – | 0.39% | 64 |
|
|
2021
Q4 | $960K | Hold |
16,249
| – | – | 0.41% | 61 |
|
|
2021
Q3 | $699K | Hold |
16,249
| – | – | 0.32% | 71 |
|
|
2021
Q2 | $636K | Hold |
16,249
| – | – | 0.29% | 75 |
|
|
2021
Q1 | $589K | Hold |
16,249
| – | – | 0.29% | 76 |
|
|
2020
Q4 | $598K | Sell |
16,249
-877
| -5% | -$32.3K | 0.31% | 76 |
|
|
2020
Q3 | $596K | Hold |
17,126
| – | – | 0.36% | 71 |
|
|
2020
Q2 | $531K | Hold |
17,126
| – | – | 0.34% | 71 |
|
|
2020
Q1 | $530K | Sell |
17,126
-633
| -4% | -$19.6K | 0.41% | 64 |
|
|
2019
Q4 | $660K | Buy |
17,759
+1,687
| +10% | +$62.7K | 0.46% | 56 |
|
|
2019
Q3 | $547K | Buy |
16,072
+316
| +2% | +$10.8K | 0.42% | 61 |
|
|
2019
Q2 | $648K | Hold |
15,756
| – | – | 0.51% | 50 |
|
|
2019
Q1 | $635K | Buy |
15,756
+393
| +3% | +$15.8K | 0.54% | 46 |
|
|
2018
Q4 | $636K | Buy |
+15,363
| New | +$636K | 0.62% | 37 |
|