Colorado Capital Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Buy |
22,486
+22
| +0.1% | +$533 | 0.23% | 66 |
|
|
2025
Q1 | $569K | Hold |
22,464
| – | – | 0.27% | 64 |
|
|
2024
Q4 | $596K | Sell |
22,464
-730
| -3% | -$19.4K | 0.29% | 63 |
|
|
2024
Q3 | $671K | Hold |
23,194
| – | – | 0.33% | 62 |
|
|
2024
Q2 | $649K | Sell |
23,194
-37
| -0.2% | -$1.04K | 0.36% | 64 |
|
|
2024
Q1 | $645K | Hold |
23,231
| – | – | 0.37% | 56 |
|
|
2023
Q4 | $669K | Buy |
23,231
+12,009
| +107% | +$346K | 0.44% | 48 |
|
|
2023
Q3 | $372K | Buy |
+11,222
| New | +$372K | 0.28% | 54 |
|