Evoke Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620K | Sell |
25,560
-472
| -2% | -$11.4K | 0.01% | 291 |
|
|
2025
Q1 | $660K | Buy |
26,032
+608
| +2% | +$15.4K | 0.02% | 236 |
|
|
2024
Q4 | $675K | Sell |
25,424
-8,909
| -26% | -$236K | 0.02% | 219 |
|
|
2024
Q3 | $994K | Buy |
+34,333
| New | +$994K | 0.03% | 184 |
|
|
2024
Q2 | – | Sell |
-37,004
| Closed | -$1.03M | – | 310 |
|
|
2024
Q1 | $1.03M | Buy |
+37,004
| New | +$1.03M | 0.03% | 176 |
|
|
2023
Q4 | – | Sell |
-38,830
| Closed | -$1.29M | – | 279 |
|
|
2023
Q3 | $1.29M | Sell |
38,830
-2,839
| -7% | -$94.2K | 0.05% | 157 |
|
|
2023
Q2 | $1.53M | Buy |
41,669
+1,708
| +4% | +$62.7K | 0.05% | 131 |
|
|
2023
Q1 | $1.63M | Buy |
39,961
+1,703
| +4% | +$69.5K | 0.06% | 123 |
|
|
2022
Q4 | $1.96M | Buy |
38,258
+1,503
| +4% | +$77K | 0.07% | 115 |
|
|
2022
Q3 | $1.61M | Sell |
36,755
-80
| -0.2% | -$3.5K | 0.07% | 112 |
|
|
2022
Q2 | $1.93M | Sell |
36,835
-346
| -0.9% | -$18.1K | 0.07% | 109 |
|
|
2022
Q1 | $1.93M | Buy |
37,181
+570
| +2% | +$29.5K | 0.06% | 120 |
|
|
2021
Q4 | $2.16M | Sell |
36,611
-1,984
| -5% | -$117K | 0.07% | 122 |
|
|
2021
Q3 | $1.66M | Buy |
38,595
+6,601
| +21% | +$284K | 0.06% | 132 |
|
|
2021
Q2 | $1.25M | Buy |
31,994
+12,592
| +65% | +$493K | 0.05% | 156 |
|
|
2021
Q1 | $703K | Buy |
19,402
+1,094
| +6% | +$39.6K | 0.03% | 182 |
|
|
2020
Q4 | $674K | Sell |
18,308
-288
| -2% | -$10.6K | 0.05% | 125 |
|
|
2020
Q3 | $648K | Buy |
18,596
+709
| +4% | +$24.7K | 0.05% | 112 |
|
|
2020
Q2 | $555K | Sell |
17,887
-1,347
| -7% | -$41.8K | 0.05% | 105 |
|
|
2020
Q1 | $596K | Sell |
19,234
-10,289
| -35% | -$319K | 0.08% | 85 |
|
|
2019
Q4 | $1.1M | Buy |
29,523
+6,140
| +26% | +$228K | 0.14% | 68 |
|
|
2019
Q3 | $797K | Buy |
+23,383
| New | +$797K | 0.1% | 110 |
|