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CSM Advisors’s Pfizer PFE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20.7M | Buy |
+855,380
| New | +$20.7M | 0.6% | 49 |
|
2023
Q3 | – | Sell |
-9,869
| Closed | -$362K | – | 143 |
|
2023
Q2 | $362K | Sell |
9,869
-500
| -5% | -$18.3K | 0.03% | 131 |
|
2023
Q1 | $423K | Hold |
10,369
| – | – | 0.04% | 125 |
|
2022
Q4 | $531K | Hold |
10,369
| – | – | 0.05% | 114 |
|
2022
Q3 | $454K | Hold |
10,369
| – | – | 0.05% | 117 |
|
2022
Q2 | $544K | Hold |
10,369
| – | – | 0.05% | 103 |
|
2022
Q1 | $537K | Hold |
10,369
| – | – | 0.04% | 112 |
|
2021
Q4 | $612K | Hold |
10,369
| – | – | 0.04% | 126 |
|
2021
Q3 | $446K | Hold |
10,369
| – | – | 0.03% | 131 |
|
2021
Q2 | $406K | Buy |
+10,369
| New | +$406K | 0.03% | 142 |
|