Aft Forsyth & Sober’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-28,400
Closed -$753K 79
2024
Q4
$753K Hold
28,400
0.24% 71
2024
Q3
$822K Hold
28,400
0.27% 75
2024
Q2
$795K Hold
28,400
0.27% 76
2024
Q1
$788K Hold
28,400
0.28% 78
2023
Q4
$818K Hold
28,400
0.32% 75
2023
Q3
$942K Hold
28,400
0.4% 73
2023
Q2
$1.04M Hold
28,400
0.43% 72
2023
Q1
$1.16M Hold
28,400
0.59% 57
2022
Q4
$1.46M Hold
28,400
0.66% 43
2022
Q3
$1.24M Hold
28,400
0.6% 47
2022
Q2
$1.49M Hold
28,400
0.69% 38
2022
Q1
$1.47M Hold
28,400
0.58% 49
2021
Q4
$1.68M Hold
28,400
0.59% 42
2021
Q3
$1.22M Hold
28,400
0.46% 60
2021
Q2
$1.11M Hold
28,400
0.42% 60
2021
Q1
$1.03M Buy
28,400
+16,400
+137% +$594K 0.42% 59
2020
Q4
$442K Buy
+12,000
New +$442K 0.34% 58
2020
Q3
Sell
-1,159
Closed -$36K 52
2020
Q2
$36K Buy
+1,159
New +$36K 0.26% 53
2016
Q1
Sell
-1,159
Closed -$36K 35
2015
Q4
$36K Hold
1,159
0.01% 32
2015
Q3
$35K Hold
1,159
0.01% 31
2015
Q2
$37K Hold
1,159
0.01% 31
2015
Q1
$38K Hold
1,159
0.01% 30
2014
Q4
$34K Hold
1,159
0.01% 31
2014
Q3
$33K Hold
1,159
0.01% 30
2014
Q2
$33K Hold
1,159
0.01% 28
2014
Q1
$35K Hold
1,159
0.02% 19
2013
Q4
$34K Hold
1,159
0.01% 29
2013
Q3
$32K Hold
1,159
0.01% 28
2013
Q2
$31K Buy
+1,159
New +$31K 0.01% 28