Charter Oak Capital Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $255K | Sell |
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|
2025
Q2 | $258K | Buy |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $294K | Sell |
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|
2024
Q3 | $326K | Sell |
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|
2024
Q2 | $328K | Sell |
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|
2024
Q1 | $346K | Sell |
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|
2023
Q4 | $360K | Buy |
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|
2023
Q3 | $381K | Sell |
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|
2023
Q2 | $427K | Buy |
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|
2023
Q1 | $449K | Buy |
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|
2022
Q4 | $522K | Sell |
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|
2022
Q3 | $466K | Sell |
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|
2022
Q2 | $559K | Sell |
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|
2022
Q1 | $580K | Buy |
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|
2021
Q4 | $660K | Buy |
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|
2021
Q3 | $480K | Buy |
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|
2021
Q2 | $313K | Buy |
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|
2021
Q1 | $287K | Buy |
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|
2020
Q4 | $289K | Buy |
|