Delta Investment Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
9,775
+618
| +7% | +$15K | 0.05% | 215 |
|
|
2025
Q1 | $232K | Sell |
9,157
-277
| -3% | -$7.02K | 0.05% | 217 |
|
|
2024
Q4 | $250K | Sell |
9,434
-57
| -0.6% | -$1.51K | 0.05% | 217 |
|
|
2024
Q3 | $275K | Sell |
9,491
-152
| -2% | -$4.4K | 0.06% | 197 |
|
|
2024
Q2 | $270K | Buy |
9,643
+266
| +3% | +$7.44K | 0.06% | 175 |
|
|
2024
Q1 | $260K | Sell |
9,377
-2,384
| -20% | -$66.2K | 0.06% | 182 |
|
|
2023
Q4 | $339K | Sell |
11,761
-925
| -7% | -$26.6K | 0.08% | 140 |
|
|
2023
Q3 | $421K | Buy |
12,686
+903
| +8% | +$30K | 0.12% | 106 |
|
|
2023
Q2 | $432K | Sell |
11,783
-536
| -4% | -$19.7K | 0.12% | 106 |
|
|
2023
Q1 | $503K | Sell |
12,319
-841
| -6% | -$34.3K | 0.14% | 90 |
|
|
2022
Q4 | $674K | Buy |
13,160
+1,536
| +13% | +$78.7K | 0.22% | 73 |
|
|
2022
Q3 | $509K | Buy |
11,624
+5,614
| +93% | +$246K | 0.22% | 80 |
|
|
2022
Q2 | $315K | Buy |
6,010
+251
| +4% | +$13.2K | 0.14% | 97 |
|
|
2022
Q1 | $298K | Buy |
5,759
+562
| +11% | +$29.1K | 0.09% | 112 |
|
|
2021
Q4 | $307K | Sell |
5,197
-998
| -16% | -$59K | 0.09% | 141 |
|
|
2021
Q3 | $266K | Sell |
6,195
-356
| -5% | -$15.3K | 0.08% | 145 |
|
|
2021
Q2 | $257K | Buy |
6,551
+2
| +0% | +$78 | 0.08% | 151 |
|
|
2021
Q1 | $237K | Sell |
6,549
-357
| -5% | -$12.9K | 0.08% | 144 |
|
|
2020
Q4 | $254K | Sell |
6,906
-615
| -8% | -$22.6K | 0.08% | 157 |
|
|
2020
Q3 | $261K | Buy |
7,521
+720
| +11% | +$25K | 0.14% | 97 |
|
|
2020
Q2 | $211K | Buy |
6,801
+45
| +0.7% | +$1.4K | 0.09% | 130 |
|
|
2020
Q1 | $209K | Sell |
6,756
-1,223
| -15% | -$37.8K | 0.16% | 81 |
|
|
2019
Q4 | $296K | Buy |
7,979
+1,402
| +21% | +$52K | 0.11% | 103 |
|
|
2019
Q3 | $224K | Buy |
6,577
+114
| +2% | +$3.88K | 0.12% | 98 |
|
|
2019
Q2 | $265K | Buy |
+6,463
| New | +$265K | 0.15% | 68 |
|