Athena Investment 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
$1.27M Hold
52,334
0.71% 33
2025
Q1
$1.33M Buy
52,334
+966
+2% +$24.5K 0.8% 27
2024
Q4
$1.36M Sell
51,368
-809
-2% -$21.5K 0.79% 23
2024
Q3
$1.51M Buy
52,177
+165
+0.3% +$4.78K 0.86% 20
2024
Q2
$1.46M Buy
52,012
+713
+1% +$20K 0.88% 20
2024
Q1
$1.42M Buy
51,299
+840
+2% +$23.3K 0.85% 21
2023
Q4
$1.45M Buy
50,459
+355
+0.7% +$10.2K 0.94% 18
2023
Q3
$1.66M Buy
50,104
+210
+0.4% +$6.97K 1.19% 15
2023
Q2
$1.83M Buy
49,894
+508
+1% +$18.6K 1.26% 11
2023
Q1
$2.01M Buy
49,386
+219
+0.4% +$8.94K 1.45% 10
2022
Q4
$2.52M Hold
49,167
1.85% 9
2022
Q3
$2.15M Hold
49,167
1.81% 9
2022
Q2
$2.58M Buy
49,167
+4,026
+9% +$211K 2.03% 9
2022
Q1
$2.34M Buy
+45,141
New +$2.34M 1.82% 10