Cohen Investment 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 | $2.51M | Buy |
103,490
+14,984
| +17% | +$363K | 1.31% | 39 |
|
|
2025
Q1 | $2.24M | Buy |
88,506
+10,097
| +13% | +$256K | 1.3% | 37 |
|
|
2024
Q4 | $2.08M | Buy |
78,409
+3,343
| +4% | +$88.7K | 1.25% | 38 |
|
|
2024
Q3 | $2.17M | Buy |
75,066
+12,342
| +20% | +$357K | 1.33% | 37 |
|
|
2024
Q2 | $2.08M | Sell |
62,724
-7,198
| -10% | -$239K | 1.67% | 26 |
|
|
2024
Q1 | $1.94M | Buy |
69,922
+8,467
| +14% | +$235K | 1.26% | 40 |
|
|
2023
Q4 | $1.77M | Sell |
61,455
-1,269
| -2% | -$36.5K | 1.3% | 38 |
|
|
2023
Q3 | $2.08M | Buy |
62,724
+6,244
| +11% | +$207K | 1.67% | 26 |
|
|
2023
Q2 | $2.07M | Sell |
56,480
-3,596
| -6% | -$132K | 1.67% | 27 |
|
|
2023
Q1 | $2.45M | Buy |
60,076
+495
| +0.8% | +$20.2K | 1.94% | 20 |
|
|
2022
Q4 | $3.05M | Buy |
59,581
+554
| +0.9% | +$28.4K | 2.54% | 8 |
|
|
2022
Q3 | $2.58M | Sell |
59,027
-567
| -1% | -$24.8K | 2.37% | 10 |
|
|
2022
Q2 | $3.13M | Buy |
59,594
+62
| +0.1% | +$3.25K | 2.68% | 6 |
|
|
2022
Q1 | $3.08M | Sell |
59,532
-282
| -0.5% | -$14.6K | 2.29% | 10 |
|
|
2021
Q4 | $3.53M | Sell |
59,814
-751
| -1% | -$44.3K | 2.52% | 7 |
|
|
2021
Q3 | $2.61M | Buy |
60,565
+144
| +0.2% | +$6.19K | 2% | 19 |
|
|
2021
Q2 | $2.37M | Sell |
60,421
-917
| -1% | -$35.9K | 1.84% | 22 |
|
|
2021
Q1 | $2.24M | Buy |
61,338
+4,119
| +7% | +$151K | 1.82% | 27 |
|
|
2020
Q4 | $2.11M | Buy |
+57,219
| New | +$2.11M | 1.9% | 23 |
|