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