Denver PWM’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,426
| Closed | -$90.9K | – | 181 |
|
|
2024
Q4 | $90.9K | Buy |
3,426
+435
| +15% | +$11.5K | 0.04% | 74 |
|
|
2024
Q3 | $86.6K | Sell |
2,991
-2,239
| -43% | -$64.8K | 0.03% | 85 |
|
|
2024
Q2 | $146K | Buy |
+5,230
| New | +$146K | 0.06% | 71 |
|
|
2021
Q2 | – | Sell |
-8,443
| Closed | -$310K | – | 102 |
|
|
2021
Q1 | $310K | Sell |
8,443
-118
| -1% | -$4.33K | 0.18% | 59 |
|
|
2020
Q4 | $315K | Sell |
8,561
-338
| -4% | -$12.4K | 0.16% | 65 |
|
|
2020
Q3 | $310K | Buy |
8,899
+584
| +7% | +$20.3K | 0.18% | 59 |
|
|
2020
Q2 | $258K | Sell |
8,315
-118
| -1% | -$3.66K | 0.16% | 65 |
|
|
2020
Q1 | $256K | Buy |
8,433
+9
| +0.1% | +$273 | 0.19% | 56 |
|
|
2019
Q4 | $313K | Buy |
8,424
+164
| +2% | +$6.09K | 0.18% | 55 |
|
|
2019
Q3 | $280K | Buy |
8,260
+266
| +3% | +$9.01K | 0.17% | 54 |
|
|
2019
Q2 | $264K | Buy |
7,994
+63
| +0.8% | +$2.08K | 0.17% | 59 |
|
|
2019
Q1 | $325K | Buy |
7,931
+62
| +0.8% | +$2.54K | 0.21% | 50 |
|
|
2018
Q4 | $313K | Sell |
7,869
-306
| -4% | -$12.2K | 0.22% | 46 |
|
|
2018
Q3 | $338K | Buy |
+8,175
| New | +$338K | 0.25% | 48 |
|
|
2018
Q1 | $304K | Buy |
8,945
+2,542
| +40% | +$86.4K | 0.27% | 43 |
|
|
2017
Q4 | $219K | Buy |
6,403
+52
| +0.8% | +$1.78K | 0.17% | 60 |
|
|
2017
Q3 | $213K | Buy |
+6,351
| New | +$213K | 0.17% | 58 |
|