Capital Performance 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 | $268K | Sell |
11,057
-2,082
| -16% | -$50.5K | 0.05% | 177 |
|
|
2025
Q1 | $333K | Sell |
13,139
-7,368
| -36% | -$187K | 0.07% | 148 |
|
|
2024
Q4 | $544K | Buy |
20,507
+12,333
| +151% | +$327K | 0.17% | 55 |
|
|
2024
Q3 | $237K | Buy |
+8,174
| New | +$237K | 0.07% | 101 |
|
|
2023
Q3 | – | Sell |
-5,568
| Closed | -$204K | – | 59 |
|
|
2023
Q2 | $204K | Sell |
5,568
-63
| -1% | -$2.31K | 0.1% | 55 |
|
|
2023
Q1 | $230K | Hold |
5,631
| – | – | 0.12% | 44 |
|
|
2022
Q4 | $289K | Hold |
5,631
| – | – | 0.17% | 35 |
|
|
2022
Q3 | $246K | Sell |
5,631
-1,227
| -18% | -$53.6K | 0.16% | 34 |
|
|
2022
Q2 | $360K | Buy |
6,858
+169
| +3% | +$8.87K | 0.22% | 29 |
|
|
2022
Q1 | $346K | Buy |
6,689
+8
| +0.1% | +$414 | 0.2% | 28 |
|
|
2021
Q4 | $357K | Buy |
+6,681
| New | +$357K | 0.22% | 26 |
|