Continuum Advisory’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Sell |
18,599
-5,481
| -23% | -$133K | 0.05% | 275 |
|
|
2025
Q1 | $610K | Sell |
24,080
-1,319
| -5% | -$33.4K | 0.08% | 211 |
|
|
2024
Q4 | $674K | Sell |
25,399
-2,749
| -10% | -$72.9K | 0.09% | 203 |
|
|
2024
Q3 | $732K | Buy |
28,148
+2,963
| +12% | +$77.1K | 0.09% | 198 |
|
|
2024
Q2 | $705K | Buy |
25,185
+360
| +1% | +$10.1K | 0.1% | 189 |
|
|
2024
Q1 | $700K | Sell |
24,825
-13,817
| -36% | -$389K | 0.1% | 193 |
|
|
2023
Q4 | $1.11M | Sell |
38,642
-29,131
| -43% | -$839K | 0.16% | 158 |
|
|
2023
Q3 | $1.38M | Buy |
67,773
+5,751
| +9% | +$117K | 0.22% | 120 |
|
|
2023
Q2 | $1.31M | Sell |
62,022
-19,033
| -23% | -$402K | 0.21% | 135 |
|
|
2023
Q1 | $2.23M | Buy |
81,055
+7,157
| +10% | +$197K | 0.38% | 67 |
|
|
2022
Q4 | $2.43M | Buy |
73,898
+414
| +0.6% | +$13.6K | 0.44% | 56 |
|
|
2022
Q3 | $2.06M | Buy |
73,484
+10,598
| +17% | +$297K | 0.36% | 63 |
|
|
2022
Q2 | $1.91M | Buy |
62,886
+3,774
| +6% | +$115K | 0.35% | 75 |
|
|
2022
Q1 | $1.6M | Buy |
59,112
+18,461
| +45% | +$501K | 0.3% | 89 |
|
|
2021
Q4 | $833K | Buy |
40,651
+1,561
| +4% | +$32K | 0.19% | 124 |
|
|
2021
Q3 | $547K | Buy |
39,090
+27,351
| +233% | +$383K | 0.15% | 152 |
|
|
2021
Q2 | $460K | Buy |
11,739
+4,083
| +53% | +$160K | 0.14% | 158 |
|
|
2021
Q1 | $288K | Buy |
7,656
+1,177
| +18% | +$44.3K | 0.12% | 137 |
|
|
2020
Q4 | $238K | Buy |
+6,479
| New | +$238K | 0.11% | 139 |
|
|
2020
Q2 | – | Sell |
-7,619
| Closed | -$230K | – | 157 |
|
|
2020
Q1 | $230K | Buy |
+7,619
| New | +$230K | 0.15% | 118 |
|
|
2019
Q1 | – | Sell |
-5,171
| Closed | -$214K | – | 152 |
|
|
2018
Q4 | $214K | Sell |
5,171
-3,260
| -39% | -$135K | 0.16% | 141 |
|
|
2018
Q3 | $354K | Sell |
8,431
-199
| -2% | -$8.36K | 0.24% | 99 |
|
|
2018
Q2 | $297K | Sell |
8,630
-2,407
| -22% | -$82.8K | 0.22% | 104 |
|
|
2018
Q1 | $372K | Sell |
11,037
-8,358
| -43% | -$282K | 0.31% | 84 |
|
|
2017
Q4 | $666K | Buy |
19,395
+6,845
| +55% | +$235K | 0.51% | 44 |
|
|
2017
Q3 | $425K | Sell |
12,550
-524
| -4% | -$17.7K | 0.37% | 74 |
|
|
2017
Q2 | $417K | Buy |
13,074
+1,092
| +9% | +$34.8K | 0.41% | 72 |
|
|
2017
Q1 | $389K | Buy |
+11,982
| New | +$389K | 0.47% | 61 |
|