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