Austin Private Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Sell |
15,867
-3,565
| -18% | -$86.4K | 0.03% | 203 |
|
|
2025
Q1 | $492K | Buy |
19,432
+288
| +2% | +$7.3K | 0.04% | 163 |
|
|
2024
Q4 | $508K | Buy |
19,144
+4,285
| +29% | +$114K | 0.05% | 143 |
|
|
2024
Q3 | $430K | Sell |
14,859
-586
| -4% | -$17K | 0.04% | 144 |
|
|
2024
Q2 | $432K | Sell |
15,445
-4,944
| -24% | -$138K | 0.05% | 133 |
|
|
2024
Q1 | $555K | Buy |
20,389
+2,989
| +17% | +$81.4K | 0.06% | 115 |
|
|
2023
Q4 | $501K | Buy |
17,400
+3,017
| +21% | +$86.9K | 0.06% | 109 |
|
|
2023
Q3 | $477K | Buy |
14,383
+2,135
| +17% | +$70.8K | 0.07% | 94 |
|
|
2023
Q2 | $449K | Buy |
12,248
+723
| +6% | +$26.5K | 0.06% | 101 |
|
|
2023
Q1 | $470K | Buy |
11,525
+2,382
| +26% | +$97.2K | 0.08% | 90 |
|
|
2022
Q4 | $468K | Sell |
9,143
-1,696
| -16% | -$86.9K | 0.08% | 91 |
|
|
2022
Q3 | $474K | Sell |
10,839
-1,867
| -15% | -$81.6K | 0.1% | 72 |
|
|
2022
Q2 | $666K | Sell |
12,706
-1,225
| -9% | -$64.2K | 0.15% | 55 |
|
|
2022
Q1 | $721K | Sell |
13,931
-249
| -2% | -$12.9K | 0.14% | 54 |
|
|
2021
Q4 | $837K | Sell |
14,180
-34
| -0.2% | -$2.01K | 0.17% | 49 |
|
|
2021
Q3 | $611K | Buy |
14,214
+284
| +2% | +$12.2K | 0.13% | 60 |
|
|
2021
Q2 | $546K | Sell |
13,930
-680
| -5% | -$26.7K | 0.13% | 64 |
|
|
2021
Q1 | $529K | Sell |
14,610
-1,492
| -9% | -$54K | 0.14% | 56 |
|
|
2020
Q4 | $593K | Buy |
16,102
+6,527
| +68% | +$240K | 0.17% | 51 |
|
|
2020
Q3 | $333K | Sell |
9,575
-1,080
| -10% | -$37.6K | 0.12% | 63 |
|
|
2020
Q2 | $331K | Buy |
10,655
+854
| +9% | +$26.5K | 0.14% | 56 |
|
|
2020
Q1 | $304K | Sell |
9,801
-228
| -2% | -$7.07K | 0.18% | 53 |
|
|
2019
Q4 | $373K | Buy |
+10,029
| New | +$373K | 0.19% | 54 |
|