Everhart 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 | $305K | Sell |
12,579
-1,949
| -13% | -$47.2K | 0.04% | 286 |
|
|
2025
Q1 | $368K | Buy |
14,528
+3,347
| +30% | +$84.8K | 0.05% | 253 |
|
|
2024
Q4 | $297K | Sell |
11,181
-16,755
| -60% | -$445K | 0.06% | 257 |
|
|
2024
Q3 | $808K | Buy |
27,936
+4,681
| +20% | +$135K | 0.18% | 128 |
|
|
2024
Q2 | $651K | Buy |
23,255
+2,813
| +14% | +$78.7K | 0.17% | 128 |
|
|
2024
Q1 | $567K | Buy |
+20,442
| New | +$567K | 0.17% | 132 |
|
|
2023
Q3 | – | Sell |
-14,227
| Closed | -$516K | – | 227 |
|
|
2023
Q2 | $516K | Buy |
14,227
+1,043
| +8% | +$37.9K | 0.21% | 93 |
|
|
2023
Q1 | $532K | Sell |
13,184
-316
| -2% | -$12.7K | 0.24% | 84 |
|
|
2022
Q4 | $684K | Buy |
13,500
+4,179
| +45% | +$212K | 0.34% | 61 |
|
|
2022
Q3 | $408K | Sell |
9,321
-5,034
| -35% | -$220K | 0.23% | 86 |
|
|
2022
Q2 | $753K | Buy |
14,355
+3,734
| +35% | +$196K | 0.46% | 42 |
|
|
2022
Q1 | $550K | Buy |
10,621
+2,472
| +30% | +$128K | 0.32% | 66 |
|
|
2021
Q4 | $481K | Buy |
8,149
+868
| +12% | +$51.2K | 0.29% | 62 |
|
|
2021
Q3 | $313K | Buy |
+7,281
| New | +$313K | 0.21% | 82 |
|