CVA Family Office’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
12,502
+7,327
| +142% | +$178K | 0.04% | 227 |
|
|
2025
Q1 | $131K | Sell |
5,175
-5,693
| -52% | -$144K | 0.02% | 347 |
|
|
2024
Q4 | $288K | Sell |
10,868
-1,147
| -10% | -$30.4K | 0.05% | 218 |
|
|
2024
Q3 | $348K | Buy |
12,015
+17
| +0.1% | +$492 | 0.06% | 186 |
|
|
2024
Q2 | $336K | Buy |
11,998
+6,542
| +120% | +$183K | 0.06% | 176 |
|
|
2024
Q1 | $151K | Sell |
5,456
-5,389
| -50% | -$150K | 0.03% | 291 |
|
|
2023
Q4 | $312K | Sell |
10,845
-3,669
| -25% | -$106K | 0.06% | 183 |
|
|
2023
Q3 | $481K | Sell |
14,514
-2,692
| -16% | -$89.3K | 0.11% | 129 |
|
|
2023
Q2 | $631K | Buy |
17,206
+2,565
| +18% | +$94.1K | 0.13% | 110 |
|
|
2023
Q1 | $597K | Sell |
14,641
-3,398
| -19% | -$139K | 0.13% | 110 |
|
|
2022
Q4 | $924K | Buy |
18,039
+1,291
| +8% | +$66.2K | 0.22% | 73 |
|
|
2022
Q3 | $733K | Buy |
16,748
+657
| +4% | +$28.8K | 0.2% | 84 |
|
|
2022
Q2 | $844K | Buy |
16,091
+1,353
| +9% | +$71K | 0.23% | 73 |
|
|
2022
Q1 | $763K | Sell |
14,738
-452
| -3% | -$23.4K | 0.18% | 81 |
|
|
2021
Q4 | $897K | Buy |
15,190
+6,081
| +67% | +$359K | 0.22% | 70 |
|
|
2021
Q3 | $334K | Sell |
9,109
-5,338
| -37% | -$196K | 0.24% | 67 |
|
|
2021
Q2 | $566K | Buy |
14,447
+1,088
| +8% | +$42.6K | 0.16% | 87 |
|
|
2021
Q1 | $484K | Buy |
13,359
+3,599
| +37% | +$130K | 0.18% | 78 |
|
|
2020
Q4 | $359K | Buy |
9,760
+159
| +2% | +$5.85K | 0.22% | 70 |
|
|
2020
Q3 | $334K | Buy |
9,601
+1,241
| +15% | +$43.2K | 0.24% | 67 |
|
|
2020
Q2 | $259K | Buy |
8,360
+1,438
| +21% | +$44.6K | 0.21% | 73 |
|
|
2020
Q1 | $214K | Buy |
6,922
+534
| +8% | +$16.5K | 0.22% | 71 |
|
|
2019
Q4 | $237K | Buy |
+6,388
| New | +$237K | 0.22% | 70 |
|