Alpha Family Trust’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Buy |
+16,620
| New | +$403K | 0.2% | 95 |
|
|
2024
Q4 | – | Sell |
-16,670
| Closed | -$482K | – | 169 |
|
|
2024
Q3 | $482K | Hold |
16,670
| – | – | 0.27% | 64 |
|
|
2024
Q2 | $466K | Buy |
+16,670
| New | +$466K | 0.27% | 62 |
|
|
2024
Q1 | – | Sell |
-17,775
| Closed | -$512K | – | 164 |
|
|
2023
Q4 | $512K | Buy |
+17,775
| New | +$512K | 0.35% | 54 |
|
|
2023
Q3 | – | Sell |
-14,450
| Closed | -$530K | – | 139 |
|
|
2023
Q2 | $530K | Buy |
14,450
+2,305
| +19% | +$84.5K | 0.37% | 45 |
|
|
2023
Q1 | $496K | Sell |
12,145
-1,205
| -9% | -$49.2K | 0.39% | 49 |
|
|
2022
Q4 | $684K | Buy |
+13,350
| New | +$684K | 0.62% | 29 |
|
|
2022
Q3 | – | Sell |
-6,550
| Closed | -$343K | – | 57 |
|
|
2022
Q2 | $343K | Buy |
+6,550
| New | +$343K | 0.22% | 31 |
|