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