Ellenbecker Investment Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
10,371
+140
| +1% | +$3.39K | 0.04% | 101 |
|
|
2025
Q1 | $259K | Sell |
10,231
-472
| -4% | -$12K | 0.05% | 97 |
|
|
2024
Q4 | $284K | Sell |
10,703
-2,060
| -16% | -$54.7K | 0.05% | 92 |
|
|
2024
Q3 | $369K | Buy |
12,763
+560
| +5% | +$16.2K | 0.07% | 75 |
|
|
2024
Q2 | $341K | Sell |
12,203
-875
| -7% | -$24.5K | 0.07% | 86 |
|
|
2024
Q1 | $363K | Sell |
13,078
-144
| -1% | -$4K | 0.08% | 77 |
|
|
2023
Q4 | $380K | Buy |
13,222
+4,756
| +56% | +$137K | 0.09% | 67 |
|
|
2023
Q3 | $280K | Sell |
8,466
-1,069
| -11% | -$35.4K | 0.07% | 77 |
|
|
2023
Q2 | $349K | Buy |
9,535
+601
| +7% | +$22K | 0.09% | 66 |
|
|
2023
Q1 | $364K | Sell |
8,934
-858
| -9% | -$35K | 0.1% | 61 |
|
|
2022
Q4 | $501K | Buy |
9,792
+875
| +10% | +$44.8K | 0.15% | 49 |
|
|
2022
Q3 | $390K | Buy |
8,917
+459
| +5% | +$20.1K | 0.12% | 50 |
|
|
2022
Q2 | $443K | Buy |
8,458
+1,439
| +21% | +$75.4K | 0.14% | 48 |
|
|
2022
Q1 | $363K | Buy |
7,019
+45
| +0.6% | +$2.33K | 0.1% | 59 |
|
|
2021
Q4 | $411K | Buy |
6,974
+394
| +6% | +$23.2K | 0.11% | 54 |
|
|
2021
Q3 | $283K | Buy |
6,580
+105
| +2% | +$4.52K | 0.09% | 59 |
|
|
2021
Q2 | $254K | Sell |
6,475
-118
| -2% | -$4.63K | 0.08% | 62 |
|
|
2021
Q1 | $239K | Buy |
6,593
+826
| +14% | +$29.9K | 0.08% | 62 |
|
|
2020
Q4 | $212K | Buy |
+5,767
| New | +$212K | 0.08% | 64 |
|
|
2019
Q2 | – | Sell |
-5,081
| Closed | -$205K | – | 56 |
|
|
2019
Q1 | $205K | Buy |
5,081
+95
| +2% | +$3.83K | 0.13% | 53 |
|
|
2018
Q4 | $207K | Buy |
4,986
+82
| +2% | +$3.4K | 0.16% | 50 |
|
|
2018
Q3 | $205K | Buy |
+4,904
| New | +$205K | 0.15% | 50 |
|