CP
Castleview Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
9,277
+38
| +0.4% | +$921 | 0.14% | 158 |
|
|
2025
Q1 | $234K | Buy |
9,239
+37
| +0.4% | +$938 | 0.16% | 157 |
|
|
2024
Q4 | $245K | Buy |
9,202
+1,086
| +13% | +$28.9K | 0.13% | 163 |
|
|
2024
Q3 | $235K | Buy |
8,116
+99
| +1% | +$2.87K | 0.14% | 160 |
|
|
2024
Q2 | $224K | Buy |
8,017
+1,352
| +20% | +$37.8K | 0.13% | 161 |
|
|
2024
Q1 | $185K | Buy |
6,665
+1,786
| +37% | +$49.6K | 0.1% | 188 |
|
|
2023
Q4 | $140K | Buy |
4,879
+1,638
| +51% | +$47.2K | 0.1% | 166 |
|
|
2023
Q3 | $108K | Sell |
3,241
-5,267
| -62% | -$175K | 0.1% | 171 |
|
|
2023
Q2 | $312K | Sell |
8,508
-3,699
| -30% | -$136K | 0.28% | 80 |
|
|
2023
Q1 | $498K | Buy |
12,207
+287
| +2% | +$11.7K | 0.44% | 52 |
|
|
2022
Q4 | $611K | Sell |
11,920
-548
| -4% | -$28.1K | 0.59% | 39 |
|
|
2022
Q3 | $546K | Buy |
12,468
+10,576
| +559% | +$463K | 0.52% | 38 |
|
|
2022
Q2 | $187K | Sell |
1,892
-14,415
| -88% | -$1.42M | 0.15% | 151 |
|
|
2022
Q1 | $844K | Sell |
16,307
-902,933
| -98% | -$46.7M | 0.53% | 30 |
|
|
2021
Q4 | $15.6K | Buy |
+919,240
| New | +$15.6K | 0.12% | 70 |
|
|
2021
Q2 | $631K | Buy |
+16,111
| New | +$631K | 0.28% | 77 |
|
|
2018
Q1 | $818K | Buy |
+23,062
| New | +$818K | 0.68% | 38 |
|