Brown Shipley & Co’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $82.3K | Sell |
3,396
-1,991
| -37% | -$48.3K | 0.05% | 48 |
|
2025
Q1 | $137K | Hold |
5,387
| – | – | 0.08% | 41 |
|
2024
Q4 | $143K | Buy |
5,387
+220
| +4% | +$5.84K | 0.07% | 42 |
|
2024
Q3 | $150K | Sell |
5,167
-73
| -1% | -$2.11K | 0.07% | 43 |
|
2024
Q2 | $147K | Sell |
5,240
-14,076
| -73% | -$394K | 0.07% | 43 |
|
2024
Q1 | $535K | Sell |
19,316
-1,261
| -6% | -$35K | 0.17% | 42 |
|
2023
Q4 | $592K | Sell |
20,577
-623
| -3% | -$17.9K | 0.29% | 35 |
|
2023
Q3 | $703K | Buy |
21,200
+746
| +4% | +$24.7K | 0.39% | 35 |
|
2023
Q2 | $750K | Sell |
20,454
-99
| -0.5% | -$3.63K | 0.31% | 42 |
|
2023
Q1 | $839K | Buy |
+20,553
| New | +$839K | 0.54% | 32 |
|