Altus Wealth Group’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 |
-7,995
| Closed | -$203K | – | 141 |
|
|
2025
Q1 | $203K | Sell |
7,995
-299
| -4% | -$7.58K | 0.09% | 128 |
|
|
2024
Q4 | $220K | Sell |
8,294
-1,143
| -12% | -$30.3K | 0.1% | 133 |
|
|
2024
Q3 | $273K | Buy |
9,437
+204
| +2% | +$5.9K | 0.12% | 119 |
|
|
2024
Q2 | $258K | Sell |
9,233
-1,485
| -14% | -$41.6K | 0.13% | 114 |
|
|
2024
Q1 | $297K | Sell |
10,718
-839
| -7% | -$23.3K | 0.15% | 112 |
|
|
2023
Q4 | $333K | Sell |
11,557
-1,198
| -9% | -$34.5K | 0.18% | 107 |
|
|
2023
Q3 | $423K | Buy |
12,755
+2
| +0% | +$66 | 0.27% | 84 |
|
|
2023
Q2 | $468K | Sell |
12,753
-710
| -5% | -$26K | 0.29% | 82 |
|
|
2023
Q1 | $549K | Sell |
13,463
-13
| -0.1% | -$530 | 0.37% | 69 |
|
|
2022
Q4 | $691K | Sell |
13,476
-99
| -0.7% | -$5.07K | 0.52% | 51 |
|
|
2022
Q3 | $584K | Hold |
13,575
| – | – | 0.58% | 48 |
|
|
2022
Q2 | $584K | Buy |
13,575
+3
| +0% | +$129 | 0.58% | 48 |
|
|
2022
Q1 | $703K | Sell |
13,572
-8
| -0.1% | -$414 | 0.58% | 38 |
|
|
2021
Q4 | $802K | Buy |
13,580
+5
| +0% | +$295 | 0.66% | 37 |
|
|
2021
Q3 | $584K | Sell |
13,575
-2,772
| -17% | -$119K | 0.58% | 48 |
|
|
2021
Q2 | $640K | Buy |
16,347
+193
| +1% | +$7.56K | 0.63% | 37 |
|
|
2021
Q1 | $645K | Buy |
16,154
+3,588
| +29% | +$143K | 0.64% | 35 |
|
|
2020
Q4 | $463K | Buy |
+12,566
| New | +$463K | 0.44% | 44 |
|