Acorn Financial Advisory Services’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,025
| Closed | -$229K | – | 204 |
|
|
2025
Q1 | $229K | Sell |
9,025
-263
| -3% | -$6.66K | 0.04% | 170 |
|
|
2024
Q4 | $246K | Buy |
9,288
+2,292
| +33% | +$60.8K | 0.04% | 179 |
|
|
2024
Q3 | $202K | Sell |
6,996
-603
| -8% | -$17.5K | 0.04% | 199 |
|
|
2024
Q2 | $213K | Buy |
+7,599
| New | +$213K | 0.04% | 194 |
|
|
2024
Q1 | – | Sell |
-8,857
| Closed | -$255K | – | 235 |
|
|
2023
Q4 | $255K | Buy |
8,857
+79
| +0.9% | +$2.28K | 0.04% | 212 |
|
|
2023
Q3 | $293K | Buy |
8,778
+1,855
| +27% | +$61.9K | 0.05% | 193 |
|
|
2023
Q2 | $254K | Buy |
6,923
+566
| +9% | +$20.8K | 0.05% | 213 |
|
|
2023
Q1 | $259K | Sell |
6,357
-362
| -5% | -$14.8K | 0.05% | 189 |
|
|
2022
Q4 | $344K | Sell |
6,719
-277
| -4% | -$14.2K | 0.07% | 160 |
|
|
2022
Q3 | $306K | Buy |
6,996
+567
| +9% | +$24.8K | 0.07% | 170 |
|
|
2022
Q2 | $337K | Buy |
6,429
+49
| +0.8% | +$2.57K | 0.08% | 157 |
|
|
2022
Q1 | $331K | Buy |
6,380
+746
| +13% | +$38.7K | 0.07% | 172 |
|
|
2021
Q4 | $333K | Sell |
5,634
-159
| -3% | -$9.4K | 0.07% | 173 |
|
|
2021
Q3 | $249K | Sell |
5,793
-4,500
| -44% | -$193K | 0.08% | 190 |
|
|
2021
Q2 | $404K | Buy |
10,293
+54
| +0.5% | +$2.12K | 0.12% | 162 |
|
|
2021
Q1 | $369K | Sell |
10,239
-201
| -2% | -$7.24K | 0.13% | 144 |
|
|
2020
Q4 | $385K | Buy |
10,440
+949
| +10% | +$35K | 0.15% | 149 |
|
|
2020
Q3 | $330K | Buy |
9,491
+42
| +0.4% | +$1.46K | 0.17% | 149 |
|
|
2020
Q2 | $293K | Buy |
9,449
+1,067
| +13% | +$33.1K | 0.2% | 146 |
|
|
2020
Q1 | $260K | Buy |
8,382
+707
| +9% | +$21.9K | 0.26% | 126 |
|
|
2019
Q4 | $286K | Buy |
+7,675
| New | +$286K | 0.24% | 134 |
|