Callan Family Office’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
69,203
+48,269
| +231% | +$1.17M | 0.05% | 299 |
|
|
2025
Q1 | $530K | Sell |
20,934
-1,480
| -7% | -$37.5K | 0.04% | 313 |
|
|
2024
Q4 | $595K | Buy |
+22,414
| New | +$595K | 0.04% | 338 |
|
|
2023
Q3 | – | Sell |
-6,957
| Closed | -$255K | – | 108 |
|
|
2023
Q2 | $255K | Sell |
6,957
-32
| -0.5% | -$1.17K | 0.07% | 94 |
|
|
2023
Q1 | $285K | Buy |
6,989
+67
| +1% | +$2.73K | 0.07% | 130 |
|
|
2022
Q4 | $355K | Buy |
+6,922
| New | +$355K | 0.11% | 72 |
|