Centerpoint Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1K | Sell |
52
-450
| -90% | -$8.65K | ﹤0.01% | 372 |
|
2025
Q1 | $13K | Sell |
502
-650
| -56% | -$16.8K | ﹤0.01% | 301 |
|
2024
Q4 | $31K | Sell |
1,152
-500
| -30% | -$13.5K | 0.01% | 210 |
|
2024
Q3 | $48K | Sell |
1,652
-2,500
| -60% | -$72.6K | 0.02% | 179 |
|
2024
Q2 | $116K | Sell |
4,152
-685
| -14% | -$19.1K | 0.04% | 115 |
|
2024
Q1 | $134K | Buy |
4,837
+25
| +0.5% | +$693 | 0.05% | 100 |
|
2023
Q4 | $139K | Sell |
4,812
-1,210
| -20% | -$35K | 0.05% | 98 |
|
2023
Q3 | $200K | Buy |
6,022
+396
| +7% | +$13.2K | 0.08% | 90 |
|
2023
Q2 | $206K | Hold |
5,626
| – | – | 0.08% | 88 |
|
2023
Q1 | $230K | Buy |
5,626
+1,076
| +24% | +$44K | 0.1% | 85 |
|
2022
Q4 | $233K | Buy |
4,550
+685
| +18% | +$35.1K | 0.11% | 78 |
|
2022
Q3 | $169K | Sell |
3,865
-2,400
| -38% | -$105K | 0.09% | 84 |
|
2022
Q2 | $328K | Buy |
6,265
+2,400
| +62% | +$126K | 0.17% | 59 |
|
2022
Q1 | $200K | Sell |
3,865
-1,130
| -23% | -$58.5K | 0.09% | 87 |
|
2021
Q4 | $295K | Hold |
4,995
| – | – | 0.13% | 72 |
|
2021
Q3 | $215K | Hold |
4,995
| – | – | 0.1% | 83 |
|
2021
Q2 | $196K | Buy |
4,995
+1,130
| +29% | +$44.3K | 0.09% | 89 |
|
2021
Q1 | $140K | Hold |
3,865
| – | – | 0.08% | 71 |
|
2020
Q4 | $142K | Sell |
3,865
-209
| -5% | -$7.68K | 0.09% | 67 |
|
2020
Q3 | $142K | Buy |
4,074
+91
| +2% | +$3.17K | 0.11% | 57 |
|
2020
Q2 | $124K | Buy |
3,983
+151
| +4% | +$4.7K | 0.1% | 60 |
|
2020
Q1 | $119K | Sell |
3,832
-78
| -2% | -$2.42K | 0.12% | 49 |
|
2019
Q4 | $145K | Buy |
3,910
+52
| +1% | +$1.93K | 0.11% | 55 |
|
2019
Q3 | $132K | Hold |
3,858
| – | – | 0.11% | 56 |
|
2019
Q2 | $159K | Sell |
3,858
-184
| -5% | -$7.58K | 0.13% | 51 |
|
2019
Q1 | $163K | Buy |
4,042
+326
| +9% | +$13.1K | 0.14% | 47 |
|
2018
Q4 | $154K | Hold |
3,716
| – | – | 0.15% | 44 |
|
2018
Q3 | $155K | Buy |
3,716
+61
| +2% | +$2.54K | 0.12% | 52 |
|
2018
Q2 | $126K | Sell |
3,655
-7,152
| -66% | -$247K | 0.11% | 58 |
|
2018
Q1 | $364K | Buy |
10,807
+239
| +2% | +$8.05K | 0.32% | 22 |
|
2017
Q4 | $363K | Buy |
+10,568
| New | +$363K | 0.32% | 21 |
|