Exchange Bank’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $507K | Sell |
20,905
-3,014
| -13% | -$73.1K | 0.4% | 75 |
|
2025
Q1 | $606K | Sell |
23,919
-188
| -0.8% | -$4.76K | 0.49% | 59 |
|
2024
Q4 | $640K | Buy |
24,107
+214
| +0.9% | +$5.68K | 0.51% | 59 |
|
2024
Q3 | $691K | Hold |
23,893
| – | – | 0.57% | 52 |
|
2024
Q2 | $669K | Sell |
23,893
-1,177
| -5% | -$32.9K | 0.57% | 51 |
|
2024
Q1 | $696K | Sell |
25,070
-3,170
| -11% | -$88K | 0.57% | 50 |
|
2023
Q4 | $813K | Sell |
28,240
-2,033
| -7% | -$58.5K | 0.7% | 41 |
|
2023
Q3 | $1M | Sell |
30,273
-300
| -1% | -$9.95K | 0.96% | 31 |
|
2023
Q2 | $1.12M | Buy |
+30,573
| New | +$1.12M | 1.08% | 29 |
|