Catalyst Financial Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $410K | Sell |
16,896
-2,978
| -15% | -$72.2K | 0.04% | 189 |
|
2025
Q1 | $504K | Buy |
19,874
+2,358
| +13% | +$59.8K | 0.09% | 146 |
|
2024
Q4 | $465K | Sell |
17,516
-4,301
| -20% | -$114K | 0.09% | 146 |
|
2024
Q3 | $631K | Buy |
21,817
+4,001
| +22% | +$116K | 0.12% | 105 |
|
2024
Q2 | $498K | Buy |
17,816
+4,231
| +31% | +$118K | 0.11% | 125 |
|
2024
Q1 | $345K | Buy |
13,585
+828
| +6% | +$21K | 0.09% | 154 |
|
2023
Q4 | $367K | Sell |
12,757
-4,413
| -26% | -$127K | 0.1% | 135 |
|
2023
Q3 | $570K | Sell |
17,170
-6,121
| -26% | -$203K | 0.18% | 78 |
|
2023
Q2 | $854K | Buy |
23,291
+4,160
| +22% | +$153K | 0.3% | 48 |
|
2023
Q1 | $781K | Buy |
19,131
+5,816
| +44% | +$237K | 0.33% | 48 |
|
2022
Q4 | $682K | Buy |
+13,315
| New | +$682K | 0.35% | 46 |
|