Elmwood 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 | $249K | Sell |
10,281
-45
| -0.4% | -$1.09K | 0.1% | 120 |
|
|
2025
Q1 | $262K | Hold |
10,326
| – | – | 0.11% | 119 |
|
|
2024
Q4 | $274K | Sell |
10,326
-50
| -0.5% | -$1.33K | 0.11% | 117 |
|
|
2024
Q3 | $300K | Sell |
10,376
-37
| -0.4% | -$1.07K | 0.12% | 116 |
|
|
2024
Q2 | $291K | Sell |
10,413
-1,200
| -10% | -$33.6K | 0.13% | 108 |
|
|
2024
Q1 | $322K | Buy |
11,613
+1,004
| +9% | +$27.9K | 0.14% | 106 |
|
|
2023
Q4 | $305K | Sell |
10,609
-9,164
| -46% | -$264K | 0.21% | 91 |
|
|
2023
Q3 | $656K | Sell |
19,773
-10
| -0.1% | -$332 | 0.32% | 87 |
|
|
2023
Q2 | $726K | Sell |
19,783
-85
| -0.4% | -$3.12K | 0.34% | 83 |
|
|
2023
Q1 | $811K | Buy |
19,868
+30
| +0.2% | +$1.22K | 0.38% | 79 |
|
|
2022
Q4 | $1.02M | Buy |
19,838
+191
| +1% | +$9.79K | 0.51% | 72 |
|
|
2022
Q3 | $860K | Buy |
19,647
+400
| +2% | +$17.5K | 0.43% | 73 |
|
|
2022
Q2 | $1.01M | Hold |
19,247
| – | – | 0.57% | 66 |
|
|
2022
Q1 | $996K | Hold |
19,247
| – | – | 0.51% | 69 |
|
|
2021
Q4 | $1.14M | Buy |
+19,247
| New | +$1.14M | 0.54% | 64 |
|
|
2021
Q2 | $739K | Hold |
18,872
| – | – | 0.39% | 74 |
|
|
2021
Q1 | $684K | Buy |
+18,872
| New | +$684K | 0.42% | 72 |
|
|
2020
Q3 | $614K | Hold |
19,786
| – | – | 0.5% | 66 |
|
|
2020
Q2 | $614K | Buy |
19,786
+1,143
| +6% | +$35.5K | 0.5% | 66 |
|
|
2020
Q1 | $628K | Sell |
18,643
-898
| -5% | -$30.2K | 0.6% | 60 |
|
|
2019
Q4 | $726K | Hold |
19,541
| – | – | 0.63% | 63 |
|
|
2019
Q3 | $666K | Hold |
19,541
| – | – | 0.67% | 56 |
|
|
2019
Q2 | $803K | Hold |
19,541
| – | – | 0.71% | 56 |
|
|
2019
Q1 | $787K | Hold |
19,541
| – | – | 0.73% | 54 |
|
|
2018
Q4 | $809K | Buy |
19,541
+1,054
| +6% | +$43.6K | 0.78% | 49 |
|
|
2018
Q3 | $773K | Hold |
18,487
| – | – | 0.64% | 60 |
|
|
2018
Q2 | $636K | Sell |
18,487
-156
| -0.8% | -$5.37K | 0.58% | 63 |
|
|
2018
Q1 | $628K | Buy |
+18,643
| New | +$628K | 0.6% | 60 |
|