CBIZ Investment Advisory Services’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.8K | Buy |
2,262
+1,354
| +149% | +$32.8K | ﹤0.01% | 125 |
|
|
2025
Q1 | $23K | Buy |
908
+403
| +80% | +$10.2K | ﹤0.01% | 212 |
|
|
2024
Q4 | $13.4K | Buy |
505
+106
| +27% | +$2.81K | ﹤0.01% | 258 |
|
|
2024
Q3 | $11.6K | Buy |
399
+31
| +8% | +$897 | ﹤0.01% | 253 |
|
|
2024
Q2 | $10.3K | Sell |
368
-272
| -43% | -$7.6K | ﹤0.01% | 250 |
|
|
2024
Q1 | $17.8K | Buy |
+640
| New | +$17.8K | ﹤0.01% | 199 |
|
|
2021
Q4 | – | Hold |
0
| – | -$129K | – | 73 |
|
|
2021
Q3 | – | Hold |
0
| – | -$157K | – | 47 |
|
|
2021
Q2 | – | Hold |
0
| – | -$145K | – | 43 |
|
|
2021
Q1 | – | Hold |
0
| – | -$148K | – | 39 |
|
|
2020
Q4 | – | Hold |
0
| – | -$148K | – | 35 |
|
|
2020
Q3 | – | Hold |
0
| – | -$98K | – | 36 |
|
|
2020
Q2 | – | Hold |
0
| – | -$121K | – | 51 |
|
|
2020
Q1 | – | Hold |
0
| – | -$121K | – | 44 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 54 |
|