Annis Gardner Whiting Capital Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
66,512
+1,425
| +2% | +$34.5K | 0.56% | 32 |
|
|
2025
Q1 | $1.65M | Buy |
65,087
+5,847
| +10% | +$148K | 0.7% | 27 |
|
|
2024
Q4 | $1.57M | Sell |
59,240
-501
| -0.8% | -$13.3K | 0.44% | 44 |
|
|
2024
Q3 | $1.73M | Sell |
59,741
-1,231
| -2% | -$35.6K | 0.49% | 35 |
|
|
2024
Q2 | $1.71M | Buy |
60,972
+31,506
| +107% | +$882K | 0.48% | 33 |
|
|
2024
Q1 | $818K | Buy |
29,466
+514
| +2% | +$14.3K | 0.29% | 64 |
|
|
2023
Q4 | $834K | Buy |
28,952
+396
| +1% | +$11.4K | 0.37% | 49 |
|
|
2023
Q3 | $947K | Buy |
+28,556
| New | +$947K | 0.51% | 32 |
|