Colton Groome Financial 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 | $288K | Hold |
11,867
| – | – | 0.1% | 108 |
|
|
2025
Q1 | $290K | Hold |
11,867
| – | – | 0.11% | 97 |
|
|
2024
Q4 | $315K | Sell |
11,867
-521
| -4% | -$13.8K | 0.12% | 94 |
|
|
2024
Q3 | $359K | Buy |
12,388
+5
| +0% | +$145 | 0.13% | 96 |
|
|
2024
Q2 | $346K | Buy |
+12,383
| New | +$346K | 0.14% | 89 |
|
|
2022
Q1 | – | Sell |
-18,185
| Closed | -$1.07M | – | 128 |
|
|
2021
Q4 | $1.07M | Buy |
18,185
+105
| +0.6% | +$6.2K | 0.44% | 47 |
|
|
2021
Q3 | $778K | Hold |
18,080
| – | – | 0.34% | 50 |
|
|
2021
Q2 | $708K | Buy |
+18,080
| New | +$708K | 0.32% | 52 |
|