Disciplined Equity 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 | $2.11M | Buy |
87,050
+14,290
| +20% | +$346K | 1.24% | 12 |
|
2025
Q1 | $1.84M | Buy |
72,760
+8,320
| +13% | +$211K | 1.28% | 13 |
|
2024
Q4 | $1.71M | Buy |
64,440
+200
| +0.3% | +$5.31K | 1.11% | 13 |
|
2024
Q3 | $1.86M | Sell |
64,240
-3,600
| -5% | -$104K | 1.17% | 15 |
|
2024
Q2 | $1.9M | Buy |
67,840
+920
| +1% | +$25.7K | 1.25% | 13 |
|
2024
Q1 | $1.86M | Buy |
66,920
+64,510
| +2,677% | +$1.79M | 1.23% | 14 |
|
2023
Q4 | $69.4K | Buy |
2,410
+2,200
| +1,048% | +$63.3K | 0.05% | 70 |
|
2023
Q3 | $6.97K | Hold |
210
| – | – | 0.01% | 52 |
|
2023
Q2 | $7.7K | Hold |
210
| – | – | 0.01% | 52 |
|
2023
Q1 | $8.57K | Sell |
210
-14,643
| -99% | -$597K | 0.01% | 52 |
|
2022
Q4 | $761K | Hold |
14,853
| – | – | 0.67% | 25 |
|
2022
Q3 | $650K | Sell |
14,853
-10,950
| -42% | -$479K | 0.64% | 30 |
|
2022
Q2 | $1.35M | Buy |
25,803
+8,250
| +47% | +$433K | 1.23% | 16 |
|
2022
Q1 | $909K | Sell |
17,553
-27,990
| -61% | -$1.45M | 0.91% | 26 |
|
2021
Q4 | $2.69M | Buy |
+45,543
| New | +$2.69M | 2.6% | 5 |
|