Cladis Investment Advisory’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
68,680
+9,053
| +15% | +$219K | 1.04% | 27 |
|
|
2025
Q1 | $1.51M | Sell |
59,627
-3,547
| -6% | -$89.9K | 1.09% | 28 |
|
|
2024
Q4 | $1.68M | Buy |
63,174
+5,036
| +9% | +$134K | 1.19% | 23 |
|
|
2024
Q3 | $1.68M | Buy |
58,138
+1,228
| +2% | +$35.5K | 1.17% | 22 |
|
|
2024
Q2 | $1.59M | Buy |
56,910
+1,302
| +2% | +$36.4K | 1.16% | 22 |
|
|
2024
Q1 | $1.54M | Buy |
55,608
+7,703
| +16% | +$214K | 1.13% | 24 |
|
|
2023
Q4 | $1.38M | Buy |
47,905
+6,392
| +15% | +$184K | 1.08% | 28 |
|
|
2023
Q3 | $1.38M | Sell |
41,513
-274
| -0.7% | -$9.09K | 1.21% | 22 |
|
|
2023
Q2 | $1.53M | Sell |
41,787
-518
| -1% | -$19K | 1.33% | 19 |
|
|
2023
Q1 | $1.73M | Sell |
42,305
-88
| -0.2% | -$3.59K | 1.55% | 16 |
|
|
2022
Q4 | $2.17M | Sell |
42,393
-498
| -1% | -$25.5K | 2.16% | 5 |
|
|
2022
Q3 | $1.88M | Sell |
42,891
-690
| -2% | -$30.2K | 2.03% | 8 |
|
|
2022
Q2 | $2.28M | Sell |
43,581
-2,399
| -5% | -$126K | 2.28% | 5 |
|
|
2022
Q1 | $2.38M | Sell |
45,980
-249
| -0.5% | -$12.9K | 1.93% | 4 |
|
|
2021
Q4 | $2.73M | Buy |
+46,229
| New | +$2.73M | 2.19% | 4 |
|