Barrett & Company’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Sell |
14,464
-87
| -0.6% | -$2.11K | 0.13% | 104 |
|
|
2025
Q1 | $369K | Buy |
14,551
+104
| +0.7% | +$2.64K | 0.16% | 96 |
|
|
2024
Q4 | $383K | Buy |
14,447
+13
| +0.1% | +$345 | 0.16% | 87 |
|
|
2024
Q3 | $418K | Sell |
14,434
-54
| -0.4% | -$1.56K | 0.18% | 85 |
|
|
2024
Q2 | $405K | Sell |
14,488
-882
| -6% | -$24.7K | 0.18% | 82 |
|
|
2024
Q1 | $427K | Sell |
15,370
-88
| -0.6% | -$2.44K | 0.2% | 83 |
|
|
2023
Q4 | $445K | Sell |
15,458
-878
| -5% | -$25.3K | 0.24% | 82 |
|
|
2023
Q3 | $542K | Buy |
16,336
+149
| +0.9% | +$4.94K | 0.32% | 62 |
|
|
2023
Q2 | $594K | Buy |
16,187
+10
| +0.1% | +$367 | 0.34% | 59 |
|
|
2023
Q1 | $660K | Buy |
16,177
+581
| +4% | +$23.7K | 0.42% | 53 |
|
|
2022
Q4 | $799K | Hold |
15,596
| – | – | 0.53% | 44 |
|
|
2022
Q3 | $799K | Buy |
+15,596
| New | +$799K | 0.53% | 44 |
|