Berger Financial Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $361K | Sell |
14,888
-1,790
| -11% | -$43.4K | 0.02% | 305 |
|
2025
Q1 | $423K | Sell |
16,678
-2,925
| -15% | -$74.1K | 0.03% | 279 |
|
2024
Q4 | $520K | Sell |
19,603
-9,002
| -31% | -$239K | 0.04% | 250 |
|
2024
Q3 | $828K | Sell |
28,605
-2,351
| -8% | -$68K | 0.06% | 175 |
|
2024
Q2 | $866K | Buy |
30,956
+1,221
| +4% | +$34.2K | 0.07% | 163 |
|
2024
Q1 | $825K | Buy |
29,735
+4,923
| +20% | +$137K | 0.07% | 165 |
|
2023
Q4 | $714K | Sell |
24,812
-1,486
| -6% | -$42.8K | 0.07% | 141 |
|
2023
Q3 | $872K | Buy |
26,298
+5,298
| +25% | +$176K | 0.1% | 124 |
|
2023
Q2 | $770K | Buy |
21,000
+201
| +1% | +$7.37K | 0.09% | 128 |
|
2023
Q1 | $849K | Buy |
20,799
+621
| +3% | +$25.3K | 0.1% | 118 |
|
2022
Q4 | $1.03M | Buy |
20,178
+58
| +0.3% | +$2.97K | 0.14% | 105 |
|
2022
Q3 | $880K | Buy |
20,120
+292
| +1% | +$12.8K | 0.13% | 106 |
|
2022
Q2 | $1.04M | Buy |
19,828
+28
| +0.1% | +$1.47K | 0.15% | 89 |
|
2022
Q1 | $1.03M | Buy |
19,800
+185
| +0.9% | +$9.58K | 0.13% | 101 |
|
2021
Q4 | $1.16M | Buy |
19,615
+2,773
| +16% | +$164K | 0.15% | 93 |
|
2021
Q3 | $724K | Buy |
16,842
+775
| +5% | +$33.3K | 0.13% | 93 |
|
2021
Q2 | $629K | Buy |
16,067
+393
| +3% | +$15.4K | 0.11% | 100 |
|
2021
Q1 | $568K | Sell |
15,674
-102,086
| -87% | -$3.7M | 0.12% | 100 |
|
2020
Q4 | $4.34M | Buy |
+117,760
| New | +$4.34M | 0.76% | 38 |
|