Elk River Wealth 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 | $457K | Hold |
18,872
| – | – | 0.08% | 72 |
|
|
2025
Q1 | $478K | Hold |
18,872
| – | – | 0.09% | 68 |
|
|
2024
Q4 | $501K | Sell |
18,872
-2,200
| -10% | -$58.4K | 0.09% | 72 |
|
|
2024
Q3 | $610K | Hold |
21,072
| – | – | 0.11% | 63 |
|
|
2024
Q2 | $590K | Sell |
21,072
-57
| -0.3% | -$1.6K | 0.12% | 59 |
|
|
2024
Q1 | $586K | Sell |
21,129
-545
| -3% | -$15.1K | 0.12% | 62 |
|
|
2023
Q4 | $624K | Sell |
21,674
-6,455
| -23% | -$186K | 0.12% | 68 |
|
|
2023
Q3 | $933K | Sell |
28,129
-489
| -2% | -$16.2K | 0.21% | 52 |
|
|
2023
Q2 | $1.05M | Sell |
28,618
-224
| -0.8% | -$8.22K | 0.22% | 50 |
|
|
2023
Q1 | $1.18M | Hold |
28,842
| – | – | 0.27% | 49 |
|
|
2022
Q4 | $1.48M | Sell |
28,842
-300
| -1% | -$15.4K | 0.36% | 51 |
|
|
2022
Q3 | $1.28M | Sell |
29,142
-215
| -0.7% | -$9.41K | 0.34% | 52 |
|
|
2022
Q2 | $1.54M | Hold |
29,357
| – | – | 0.39% | 55 |
|
|
2022
Q1 | $1.52M | Hold |
29,357
| – | – | 0.33% | 54 |
|
|
2021
Q4 | $1.73M | Buy |
29,357
+315
| +1% | +$18.6K | 0.39% | 52 |
|
|
2021
Q3 | $1.25M | Hold |
29,042
| – | – | 0.32% | 54 |
|
|
2021
Q2 | $1.14M | Sell |
29,042
-330
| -1% | -$12.9K | 0.29% | 60 |
|
|
2021
Q1 | $1.06M | Sell |
29,372
-140
| -0.5% | -$5.07K | 0.3% | 59 |
|
|
2020
Q4 | $1.09M | Buy |
+29,512
| New | +$1.09M | 0.36% | 60 |
|