Center for Financial Planning’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
14,400
-369
| -2% | -$8.94K | 0.04% | 131 |
|
|
2025
Q1 | $374K | Sell |
14,769
-28
| -0.2% | -$710 | 0.05% | 115 |
|
|
2024
Q4 | $393K | Sell |
14,797
-1,303
| -8% | -$34.6K | 0.05% | 105 |
|
|
2024
Q3 | $466K | Sell |
16,100
-630
| -4% | -$18.2K | 0.06% | 95 |
|
|
2024
Q2 | $468K | Sell |
16,730
-492
| -3% | -$13.8K | 0.07% | 94 |
|
|
2024
Q1 | $478K | Buy |
17,222
+564
| +3% | +$15.7K | 0.07% | 92 |
|
|
2023
Q4 | $480K | Sell |
16,658
-1,371
| -8% | -$39.5K | 0.09% | 85 |
|
|
2023
Q3 | $598K | Sell |
18,029
-20
| -0.1% | -$663 | 0.13% | 68 |
|
|
2023
Q2 | $662K | Buy |
18,049
+569
| +3% | +$20.9K | 0.14% | 64 |
|
|
2023
Q1 | $713K | Buy |
17,480
+1,241
| +8% | +$50.6K | 0.16% | 60 |
|
|
2022
Q4 | $832K | Sell |
16,239
-1,986
| -11% | -$102K | 0.2% | 56 |
|
|
2022
Q3 | $798K | Hold |
18,225
| – | – | 0.21% | 58 |
|
|
2022
Q2 | $956K | Sell |
18,225
-2,483
| -12% | -$130K | 0.24% | 47 |
|
|
2022
Q1 | $1.07M | Buy |
20,708
+3,333
| +19% | +$173K | 0.22% | 51 |
|
|
2021
Q4 | $1.03M | Buy |
17,375
+302
| +2% | +$17.8K | 0.21% | 54 |
|
|
2021
Q3 | $734K | Buy |
17,073
+313
| +2% | +$13.5K | 0.18% | 61 |
|
|
2021
Q2 | $656K | Buy |
16,760
+900
| +6% | +$35.2K | 0.16% | 69 |
|
|
2021
Q1 | $575K | Sell |
15,860
-194
| -1% | -$7.03K | 0.15% | 73 |
|
|
2020
Q4 | $591K | Sell |
16,054
-867
| -5% | -$31.9K | 0.17% | 66 |
|
|
2020
Q3 | $589K | Buy |
16,921
+43
| +0.3% | +$1.5K | 0.19% | 55 |
|
|
2020
Q2 | $524K | Sell |
16,878
-3,261
| -16% | -$101K | 0.18% | 64 |
|
|
2020
Q1 | $624K | Buy |
20,139
+846
| +4% | +$26.2K | 0.21% | 53 |
|
|
2019
Q4 | $717K | Buy |
+19,293
| New | +$717K | 0.18% | 52 |
|