Bogart Wealth LLC’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.97M | Buy |
411,159
+23,380
| +6% | +$567K | 0.43% | 57 |
|
|
2025
Q1 | $9.83M | Buy |
387,779
+21,526
| +6% | +$545K | 0.46% | 52 |
|
|
2024
Q4 | $9.72M | Buy |
366,253
+126,501
| +53% | +$3.36M | 0.46% | 49 |
|
|
2024
Q3 | $6.94M | Buy |
239,752
+709
| +0.3% | +$20.5K | 0.33% | 72 |
|
|
2024
Q2 | $6.69M | Buy |
239,043
+449
| +0.2% | +$12.6K | 0.34% | 66 |
|
|
2024
Q1 | $6.62M | Sell |
238,594
-29,945
| -11% | -$831K | 0.34% | 72 |
|
|
2023
Q4 | $7.73M | Buy |
268,539
+4,543
| +2% | +$131K | 0.44% | 54 |
|
|
2023
Q3 | $8.76M | Buy |
263,996
+5,309
| +2% | +$176K | 0.54% | 44 |
|
|
2023
Q2 | $9.49M | Buy |
258,687
+2,935
| +1% | +$108K | 0.6% | 35 |
|
|
2023
Q1 | $10.4M | Buy |
255,752
+41,341
| +19% | +$1.69M | 0.7% | 31 |
|
|
2022
Q4 | $11M | Buy |
214,411
+14,661
| +7% | +$751K | 0.76% | 25 |
|
|
2022
Q3 | $8.74M | Buy |
199,750
+27,682
| +16% | +$1.21M | 0.73% | 24 |
|
|
2022
Q2 | $9.02M | Buy |
172,068
+22,988
| +15% | +$1.21M | 0.79% | 23 |
|
|
2022
Q1 | $7.72M | Buy |
149,080
+12,335
| +9% | +$639K | 0.66% | 25 |
|
|
2021
Q4 | $8.08M | Buy |
136,745
+5,133
| +4% | +$303K | 0.73% | 19 |
|
|
2021
Q3 | $5.66M | Buy |
131,612
+6,569
| +5% | +$283K | 0.58% | 29 |
|
|
2021
Q2 | $4.9M | Buy |
125,043
+21,609
| +21% | +$846K | 0.54% | 40 |
|
|
2021
Q1 | $3.75M | Buy |
103,434
+45,103
| +77% | +$1.63M | 0.52% | 42 |
|
|
2020
Q4 | $2.15M | Buy |
58,331
+9,000
| +18% | +$331K | 0.4% | 45 |
|
|
2020
Q3 | $1.72M | Buy |
49,331
+1,856
| +4% | +$64.6K | 0.38% | 45 |
|
|
2020
Q2 | $1.47M | Buy |
47,475
+43,088
| +982% | +$1.34M | 0.35% | 47 |
|
|
2020
Q1 | $136K | Buy |
4,387
+6
| +0.1% | +$186 | 0.04% | 124 |
|
|
2019
Q4 | $163K | Buy |
4,381
+1,341
| +44% | +$49.9K | 0.05% | 115 |
|
|
2019
Q3 | $104K | Sell |
3,040
-67
| -2% | -$2.29K | 0.05% | 122 |
|
|
2019
Q2 | $127K | Buy |
3,107
+1
| +0% | +$41 | 0.08% | 108 |
|
|
2019
Q1 | $125K | Sell |
3,106
-336
| -10% | -$13.5K | 0.06% | 102 |
|
|
2018
Q4 | $142K | Buy |
3,442
+1
| +0% | +$41 | 0.07% | 87 |
|
|
2018
Q3 | $144K | Buy |
3,441
+162
| +5% | +$6.78K | 0.08% | 87 |
|
|
2018
Q2 | $112K | Buy |
3,279
+653
| +25% | +$22.3K | 0.07% | 95 |
|
|
2018
Q1 | $89K | Sell |
2,626
-2,304
| -47% | -$78.1K | 0.05% | 100 |
|
|
2017
Q4 | $169K | Sell |
4,930
-9,623
| -66% | -$330K | 0.11% | 75 |
|
|
2017
Q3 | $499K | Sell |
14,553
-1,732
| -11% | -$59.4K | 0.37% | 47 |
|
|
2017
Q2 | $519K | Buy |
16,285
+2,756
| +20% | +$87.8K | 0.33% | 46 |
|
|
2017
Q1 | $439K | Buy |
13,529
+2,348
| +21% | +$76.2K | 0.29% | 50 |
|
|
2016
Q4 | $345K | Buy |
+11,181
| New | +$345K | 0.23% | 51 |
|