Callan Capital’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $290K | Sell |
11,455
-6,490
| -36% | -$164K | 0.02% | 292 |
|
2024
Q4 | $476K | Buy |
17,945
+1,209
| +7% | +$32.1K | 0.03% | 182 |
|
2024
Q3 | $484K | Sell |
16,736
-1,109
| -6% | -$32.1K | 0.03% | 179 |
|
2024
Q2 | $499K | Buy |
17,845
+2,551
| +17% | +$71.4K | 0.04% | 160 |
|
2024
Q1 | $424K | Buy |
15,294
+3,718
| +32% | +$103K | 0.04% | 161 |
|
2023
Q4 | $333K | Buy |
11,576
+932
| +9% | +$26.8K | 0.03% | 165 |
|
2023
Q3 | $353K | Sell |
10,644
-4,179
| -28% | -$139K | 0.04% | 145 |
|
2023
Q2 | $544K | Buy |
14,823
+132
| +0.9% | +$4.84K | 0.06% | 105 |
|
2023
Q1 | $599K | Sell |
14,691
-3,217
| -18% | -$131K | 0.07% | 99 |
|
2022
Q4 | $918K | Buy |
17,908
+2,644
| +17% | +$135K | 0.11% | 81 |
|
2022
Q3 | $668K | Buy |
15,264
+5,541
| +57% | +$242K | 0.11% | 73 |
|
2022
Q2 | $510K | Buy |
9,723
+4,931
| +103% | +$259K | 0.08% | 73 |
|
2022
Q1 | $248K | Buy |
4,792
+265
| +6% | +$13.7K | 0.03% | 106 |
|
2021
Q4 | $267K | Buy |
+4,527
| New | +$267K | 0.04% | 117 |
|