Auxano 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 | $551K | Sell |
22,723
-761
| -3% | -$18.4K | 0.13% | 91 |
|
2025
Q1 | $595K | Sell |
23,484
-943
| -4% | -$23.9K | 0.16% | 86 |
|
2024
Q4 | $648K | Buy |
24,427
+3,553
| +17% | +$94.3K | 0.16% | 82 |
|
2024
Q3 | $604K | Buy |
20,874
+702
| +3% | +$20.3K | 0.16% | 93 |
|
2024
Q2 | $564K | Sell |
20,172
-135
| -0.7% | -$3.78K | 0.16% | 90 |
|
2024
Q1 | $564K | Buy |
+20,307
| New | +$564K | 0.16% | 89 |
|
2023
Q4 | – | Sell |
-7,636
| Closed | -$253K | – | 133 |
|
2023
Q3 | $253K | Buy |
7,636
+268
| +4% | +$8.89K | 0.1% | 87 |
|
2023
Q2 | $301K | Hold |
7,368
| – | – | 0.12% | 82 |
|
2023
Q1 | $301K | Buy |
7,368
+643
| +10% | +$26.2K | 0.12% | 82 |
|
2022
Q4 | $345K | Buy |
6,725
+8
| +0.1% | +$410 | 0.16% | 73 |
|
2022
Q3 | $294K | Buy |
6,717
+1,883
| +39% | +$82.4K | 0.14% | 75 |
|
2022
Q2 | $253K | Buy |
4,834
+321
| +7% | +$16.8K | 0.13% | 67 |
|
2022
Q1 | $234K | Buy |
+4,513
| New | +$234K | 0.1% | 73 |
|