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Claris Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $601K | Sell |
24,797
-871
| -3% | -$21.1K | 0.21% | 37 |
|
|
2025
Q1 | $650K | Buy |
25,668
+14,647
| +133% | +$371K | 0.24% | 37 |
|
|
2024
Q4 | $292K | Buy |
11,021
+2,521
| +30% | +$66.9K | 0.11% | 58 |
|
|
2024
Q3 | $246K | Buy |
+8,500
| New | +$246K | 0.11% | 54 |
|
|
2024
Q1 | – | Sell |
-7,089
| Closed | -$204K | – | 57 |
|
|
2023
Q4 | $204K | Hold |
7,089
| – | – | 0.11% | 53 |
|
|
2023
Q3 | $235K | Hold |
7,089
| – | – | 0.15% | 40 |
|
|
2023
Q2 | $260K | Sell |
7,089
-90
| -1% | -$3.3K | 0.18% | 39 |
|
|
2023
Q1 | $293K | Sell |
7,179
-218
| -3% | -$8.89K | 0.22% | 32 |
|
|
2022
Q4 | $379K | Buy |
7,397
+135
| +2% | +$6.92K | 0.36% | 29 |
|
|
2022
Q3 | $318K | Sell |
7,262
-324
| -4% | -$14.2K | 0.37% | 23 |
|
|
2022
Q2 | $398K | Buy |
7,586
+391
| +5% | +$20.5K | 0.43% | 18 |
|
|
2022
Q1 | $372K | Sell |
7,195
-1,897
| -21% | -$98.1K | 0.4% | 26 |
|
|
2021
Q4 | $537K | Buy |
+9,092
| New | +$537K | 0.57% | 13 |
|