Cahill Financial Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Buy |
21,767
+4,087
| +23% | +$99.1K | 0.07% | 162 |
|
|
2025
Q1 | $448K | Buy |
17,680
+2,396
| +16% | +$60.7K | 0.06% | 176 |
|
|
2024
Q4 | $405K | Buy |
15,284
+5,756
| +60% | +$153K | 0.06% | 182 |
|
|
2024
Q3 | $276K | Buy |
9,528
+162
| +2% | +$4.69K | 0.04% | 222 |
|
|
2024
Q2 | $262K | Sell |
9,366
-259
| -3% | -$7.25K | 0.04% | 231 |
|
|
2024
Q1 | $267K | Buy |
9,625
+1,101
| +13% | +$30.6K | 0.04% | 229 |
|
|
2023
Q4 | $245K | Sell |
8,524
-1,109
| -12% | -$31.9K | 0.04% | 219 |
|
|
2023
Q3 | $320K | Buy |
9,633
+1,920
| +25% | +$63.7K | 0.05% | 186 |
|
|
2023
Q2 | $283K | Buy |
7,713
+325
| +4% | +$11.9K | 0.05% | 201 |
|
|
2023
Q1 | $301K | Buy |
7,388
+2,235
| +43% | +$91.2K | 0.05% | 195 |
|
|
2022
Q4 | $264K | Buy |
+5,153
| New | +$264K | 0.05% | 198 |
|
|
2021
Q4 | – | Sell |
-1,349
| Closed | -$58K | – | 609 |
|
|
2021
Q3 | $58K | Buy |
+1,349
| New | +$58K | 0.01% | 323 |
|