AFT Forsyth & Company’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 |
-7,955
| Closed | -$202K | – | 125 |
|
|
2025
Q1 | $202K | Sell |
7,955
-590
| -7% | -$15K | 0.11% | 124 |
|
|
2024
Q4 | $227K | Hold |
8,545
| – | – | 0.11% | 118 |
|
|
2024
Q3 | $247K | Hold |
8,545
| – | – | 0.12% | 119 |
|
|
2024
Q2 | $239K | Buy |
8,545
+970
| +13% | +$27.1K | 0.12% | 126 |
|
|
2024
Q1 | $210K | Sell |
7,575
-4,073
| -35% | -$113K | 0.12% | 136 |
|
|
2023
Q4 | $335K | Sell |
11,648
-1,125
| -9% | -$32.4K | 0.21% | 102 |
|
|
2023
Q3 | $424K | Sell |
12,773
-725
| -5% | -$24K | 0.31% | 81 |
|
|
2023
Q2 | $495K | Sell |
13,498
-1,050
| -7% | -$38.5K | 0.35% | 75 |
|
|
2023
Q1 | $594K | Hold |
14,548
| – | – | 0.46% | 64 |
|
|
2022
Q4 | $745K | Hold |
14,548
| – | – | 0.64% | 47 |
|
|
2022
Q3 | $637K | Hold |
14,548
| – | – | 0.57% | 54 |
|
|
2022
Q2 | $763K | Buy |
14,548
+825
| +6% | +$43.3K | 0.62% | 47 |
|
|
2022
Q1 | $710K | Buy |
13,723
+200
| +1% | +$10.3K | 0.45% | 63 |
|
|
2021
Q4 | $799K | Buy |
13,523
+1,025
| +8% | +$60.6K | 0.41% | 74 |
|
|
2021
Q3 | $538K | Hold |
12,498
| – | – | 0.29% | 101 |
|
|
2021
Q2 | $489K | Buy |
12,498
+525
| +4% | +$20.5K | 0.26% | 108 |
|
|
2021
Q1 | $434K | Hold |
11,973
| – | – | 0.26% | 112 |
|
|
2020
Q4 | $441K | Sell |
11,973
-852
| -7% | -$31.4K | 0.28% | 108 |
|
|
2020
Q3 | $447K | Sell |
12,825
-158
| -1% | -$5.51K | 0.33% | 89 |
|
|
2020
Q2 | $403K | Hold |
12,983
| – | – | 0.34% | 91 |
|
|
2020
Q1 | $402K | Sell |
12,983
-2,108
| -14% | -$65.3K | 0.4% | 87 |
|
|
2019
Q4 | $561K | Sell |
15,091
-237
| -2% | -$8.81K | 0.43% | 79 |
|
|
2019
Q3 | $523K | Sell |
15,328
-158
| -1% | -$5.39K | 0.43% | 84 |
|
|
2019
Q2 | $637K | Buy |
15,486
+632
| +4% | +$26K | 0.52% | 67 |
|
|
2019
Q1 | $599K | Buy |
14,854
+132
| +0.9% | +$5.32K | 0.52% | 73 |
|
|
2018
Q4 | $610K | Sell |
14,722
-98
| -0.7% | -$4.06K | 0.61% | 60 |
|
|
2018
Q3 | $620K | Hold |
14,820
| – | – | 0.51% | 69 |
|
|
2018
Q2 | $510K | Buy |
14,820
+98
| +0.7% | +$3.37K | 0.45% | 83 |
|
|
2018
Q1 | $496K | Sell |
14,722
-588
| -4% | -$19.8K | 0.46% | 77 |
|
|
2017
Q4 | $526K | Buy |
+15,310
| New | +$526K | 0.51% | 69 |
|
|
2013
Q3 | $344K | Hold |
12,607
| – | – | 0.45% | 74 |
|
|
2013
Q2 | $335K | Buy |
+12,607
| New | +$335K | 0.48% | 69 |
|