Cornerstone Planning Group’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$98.8K Buy
3,991
+1,442
+57% +$35.7K 0.02% 142
2025
Q1
$57.1K Buy
2,549
+730
+40% +$16.3K 0.01% 212
2024
Q4
$48.9K Buy
1,819
+60
+3% +$1.61K 0.01% 186
2024
Q3
$50.1K Sell
1,759
-19
-1% -$541 0.01% 187
2024
Q2
$52.9K Sell
1,778
-271
-13% -$8.06K 0.02% 191
2024
Q1
$57K Sell
2,049
-658
-24% -$18.3K 0.02% 159
2023
Q4
$77.9K Sell
2,707
-82
-3% -$2.36K 0.03% 136
2023
Q3
$92.5K Sell
2,789
-68
-2% -$2.26K 0.04% 117
2023
Q2
$105K Buy
+2,857
New +$105K 0.04% 128
2022
Q4
$158K Buy
+3,510
New +$158K 0.07% 113