Connecticut Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,801
| Closed | -$207K | – | 316 |
|
|
2024
Q4 | $207K | Sell |
7,801
-3,298
| -30% | -$87.5K | 0.01% | 261 |
|
|
2024
Q3 | $321K | Sell |
11,099
-370
| -3% | -$10.7K | 0.02% | 257 |
|
|
2024
Q2 | $321K | Sell |
11,469
-6,810
| -37% | -$191K | 0.02% | 255 |
|
|
2024
Q1 | $507K | Buy |
18,279
+1,936
| +12% | +$53.7K | 0.03% | 214 |
|
|
2023
Q4 | $471K | Sell |
16,343
-199
| -1% | -$5.73K | 0.03% | 218 |
|
|
2023
Q3 | $549K | Buy |
16,542
+2,632
| +19% | +$87.3K | 0.04% | 166 |
|
|
2023
Q2 | $510K | Buy |
13,910
+5,080
| +58% | +$186K | 0.04% | 153 |
|
|
2023
Q1 | $360K | Buy |
8,830
+921
| +12% | +$37.6K | 0.03% | 169 |
|
|
2022
Q4 | $405K | Buy |
7,909
+139
| +2% | +$7.12K | 0.03% | 126 |
|
|
2022
Q3 | $340K | Sell |
7,770
-3,239
| -29% | -$142K | 0.03% | 134 |
|
|
2022
Q2 | $577K | Buy |
11,009
+2,427
| +28% | +$127K | 0.05% | 112 |
|
|
2022
Q1 | $444K | Buy |
8,582
+11
| +0.1% | +$569 | 0.03% | 126 |
|
|
2021
Q4 | $506K | Buy |
8,571
+15
| +0.2% | +$886 | 0.04% | 121 |
|
|
2021
Q3 | $368K | Buy |
8,556
+1,335
| +18% | +$57.4K | 0.03% | 135 |
|
|
2021
Q2 | $283K | Sell |
7,221
-6,079
| -46% | -$238K | 0.02% | 155 |
|
|
2021
Q1 | $482K | Buy |
13,300
+165
| +1% | +$5.98K | 0.04% | 100 |
|
|
2020
Q4 | $483K | Sell |
13,135
-965
| -7% | -$35.5K | 0.05% | 111 |
|
|
2020
Q3 | $491K | Buy |
14,100
+5,792
| +70% | +$202K | 0.05% | 121 |
|
|
2020
Q2 | $258K | Buy |
+8,308
| New | +$258K | 0.03% | 125 |
|
|
2020
Q1 | – | Sell |
-5,981
| Closed | -$222K | – | 153 |
|
|
2019
Q4 | $222K | Sell |
5,981
-792
| -12% | -$29.4K | 0.02% | 152 |
|
|
2019
Q3 | $231K | Buy |
6,773
+658
| +11% | +$22.4K | 0.03% | 144 |
|
|
2019
Q2 | $251K | Buy |
+6,115
| New | +$251K | 0.03% | 135 |
|