Cardiff Park Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,765
| Closed | -$206K | – | 350 |
|
|
2024
Q4 | $206K | Buy |
7,765
+5
| +0.1% | +$133 | 0.02% | 246 |
|
|
2024
Q3 | $225K | Sell |
7,760
-1,300
| -14% | -$37.6K | 0.02% | 234 |
|
|
2024
Q2 | $253K | Buy |
9,060
+5
| +0.1% | +$140 | 0.02% | 215 |
|
|
2024
Q1 | $251K | Buy |
9,055
+300
| +3% | +$8.33K | 0.02% | 224 |
|
|
2023
Q4 | $252K | Hold |
8,755
| – | – | 0.03% | 200 |
|
|
2023
Q3 | $290K | Sell |
8,755
-3,482
| -28% | -$115K | 0.04% | 177 |
|
|
2023
Q2 | $449K | Buy |
12,237
+2,482
| +25% | +$91K | 0.06% | 156 |
|
|
2023
Q1 | $398K | Hold |
9,755
| – | – | 0.05% | 159 |
|
|
2022
Q4 | $500K | Sell |
9,755
-665
| -6% | -$34.1K | 0.07% | 142 |
|
|
2022
Q3 | $456K | Sell |
10,420
-1,211
| -10% | -$53K | 0.07% | 145 |
|
|
2022
Q2 | $610K | Buy |
11,631
+874
| +8% | +$45.8K | 0.09% | 120 |
|
|
2022
Q1 | $557K | Sell |
10,757
-3,290
| -23% | -$170K | 0.08% | 131 |
|
|
2021
Q4 | $829K | Buy |
+14,047
| New | +$829K | 0.11% | 94 |
|