Ategra Capital Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.7M | Buy |
70,000
+10,000
| +17% | +$242K | 1.34% | 15 |
|
2025
Q1 | $1.52M | Buy |
60,000
+10,000
| +20% | +$253K | 1.18% | 15 |
|
2024
Q4 | $1.33M | Buy |
+50,000
| New | +$1.33M | 0.88% | 19 |
|
2023
Q2 | – | Sell |
-5,593
| Closed | -$228K | – | 93 |
|
2023
Q1 | $228K | Sell |
5,593
-3,928
| -41% | -$160K | 0.13% | 83 |
|
2022
Q4 | $488K | Sell |
9,521
-10,281
| -52% | -$527K | 0.25% | 62 |
|
2022
Q3 | $867K | Sell |
19,802
-20,128
| -50% | -$881K | 0.45% | 45 |
|
2022
Q2 | $2.09M | Sell |
39,930
-50
| -0.1% | -$2.62K | 1.07% | 30 |
|
2022
Q1 | $2.07M | Buy |
39,980
+2,593
| +7% | +$134K | 0.91% | 32 |
|
2021
Q4 | $2.21M | Buy |
37,387
+773
| +2% | +$45.6K | 0.96% | 29 |
|
2021
Q3 | $1.57M | Buy |
+36,614
| New | +$1.57M | 0.75% | 33 |
|