Carr Financial Group’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Sell
10,943
-1,211
-10% -$29.4K 0.08% 156
2025
Q1
$308K Sell
12,154
-5,217
-30% -$132K 0.1% 134
2024
Q4
$461K Sell
17,371
-5,250
-23% -$139K 0.14% 102
2024
Q3
$655K Sell
22,621
-622
-3% -$18K 0.19% 86
2024
Q2
$650K Sell
23,243
-342
-1% -$9.57K 0.21% 84
2024
Q1
$654K Buy
23,585
+14,966
+174% +$415K 0.22% 79
2023
Q4
$248K Sell
8,619
-2,393
-22% -$68.9K 0.09% 148
2023
Q3
$344K Buy
11,012
+355
+3% +$11.1K 0.14% 111
2023
Q2
$391K Sell
10,657
-280
-3% -$10.3K 0.16% 108
2023
Q1
$446K Buy
10,937
+1
+0% +$41 0.2% 93
2022
Q4
$560K Buy
+10,936
New +$560K 0.3% 73