CreativeOne Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.7M | Buy |
235,258
+56,745
| +32% | +$1.38M | 0.15% | 135 |
|
|
2025
Q1 | $4.52M | Buy |
178,513
+42,949
| +32% | +$1.09M | 0.14% | 151 |
|
|
2024
Q4 | $3.6M | Buy |
135,564
+17,891
| +15% | +$475K | 0.11% | 173 |
|
|
2024
Q3 | $3.41M | Buy |
117,673
+45,163
| +62% | +$1.31M | 0.12% | 167 |
|
|
2024
Q2 | $2.03M | Sell |
72,510
-1,683
| -2% | -$47.1K | 0.1% | 193 |
|
|
2024
Q1 | $2.06M | Buy |
74,193
+45,882
| +162% | +$1.27M | 0.08% | 226 |
|
|
2023
Q4 | $815K | Sell |
28,311
-32,478
| -53% | -$935K | 0.05% | 280 |
|
|
2023
Q3 | $2.02M | Sell |
60,789
-32,847
| -35% | -$1.09M | 0.15% | 140 |
|
|
2023
Q2 | $3.44M | Buy |
93,636
+31,061
| +50% | +$1.14M | 0.16% | 108 |
|
|
2023
Q1 | $2.55M | Buy |
62,575
+10,374
| +20% | +$423K | 0.13% | 136 |
|
|
2022
Q4 | $2.68M | Buy |
52,201
+4,453
| +9% | +$228K | 0.15% | 123 |
|
|
2022
Q3 | $2.09M | Buy |
47,748
+18,079
| +61% | +$791K | 0.13% | 142 |
|
|
2022
Q2 | $1.56M | Sell |
29,669
-1,860
| -6% | -$97.5K | 0.08% | 194 |
|
|
2022
Q1 | $1.63M | Sell |
31,529
-4,725
| -13% | -$245K | 0.08% | 197 |
|
|
2021
Q4 | $2.14M | Sell |
36,254
-5,415
| -13% | -$320K | 0.11% | 174 |
|
|
2021
Q3 | $1.79M | Sell |
41,669
-18,796
| -31% | -$808K | 0.11% | 165 |
|
|
2021
Q2 | $2.37M | Buy |
60,465
+25,290
| +72% | +$990K | 0.15% | 130 |
|
|
2021
Q1 | $1.27M | Buy |
35,175
+9,045
| +35% | +$328K | 0.1% | 175 |
|
|
2020
Q4 | $962K | Buy |
+26,130
| New | +$962K | 0.08% | 190 |
|
|
2019
Q3 | – | Sell |
-4,990
| Closed | -$205K | – | 189 |
|
|
2019
Q2 | $205K | Buy |
+4,990
| New | +$205K | 0.04% | 169 |
|