Ethos Financial 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 | $868K | Buy |
35,819
+24,429
| +214% | +$592K | 0.07% | 184 |
|
|
2025
Q1 | $302K | Hold |
11,390
| – | – | 0.03% | 319 |
|
|
2024
Q4 | $302K | Buy |
11,390
+2,044
| +22% | +$54.2K | 0.04% | 220 |
|
|
2024
Q3 | $270K | Sell |
9,346
-479
| -5% | -$13.8K | 0.04% | 220 |
|
|
2024
Q2 | $275K | Sell |
9,825
-4,996
| -34% | -$140K | 0.05% | 212 |
|
|
2024
Q1 | $411K | Sell |
14,821
-112
| -0.8% | -$3.11K | 0.08% | 169 |
|
|
2023
Q4 | $430K | Sell |
14,933
-1,956
| -12% | -$56.3K | 0.09% | 152 |
|
|
2023
Q3 | $560K | Buy |
16,889
+6,763
| +67% | +$224K | 0.14% | 87 |
|
|
2023
Q2 | $413K | Hold |
10,126
| – | – | 0.14% | 81 |
|
|
2023
Q1 | $413K | Sell |
10,126
-180
| -2% | -$7.34K | 0.13% | 97 |
|
|
2022
Q4 | $534K | Buy |
+10,306
| New | +$534K | 0.18% | 73 |
|