Financial Gravity Asset Management’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$23.7K Buy
+937
New +$23.7K 0.01% 451
2024
Q2
$7.86K Sell
281
-767
-73% -$21.5K ﹤0.01% 533
2024
Q1
$29.4K Sell
1,048
-3,924
-79% -$110K ﹤0.01% 474
2023
Q4
$14M Buy
4,972
+402
+9% +$1.13M 0.15% 71
2023
Q3
$13.9M Buy
4,570
+4,069
+812% +$12.4M 0.15% 71
2023
Q2
$14.9K Buy
501
+425
+559% +$12.7K 0.04% 194
2023
Q1
$5.76K Buy
76
+25
+49% +$1.9K 0.18% 131
2022
Q4
$18.8K Sell
51
-1,049
-95% -$387K 0.1% 113
2022
Q3
$6.6K Sell
1,100
-1,240
-53% -$7.44K 0.22% 77
2022
Q2
$7.89K Buy
2,340
+936
+67% +$3.16K 0.25% 75
2022
Q1
$3.03K Buy
1,404
+814
+138% +$1.76K 0.08% 207
2021
Q4
$661 Buy
590
+582
+7,275% +$652 0.01% 445
2021
Q3
$43K Sell
8
-2
-20% -$10.8K 0.02% 623
2021
Q2
$39K Sell
10
-1
-9% -$3.9K 0.01% 648
2021
Q1
$400 Sell
11
-6
-35% -$218 0.01% 405
2020
Q4
$1K Buy
+17
New +$1K ﹤0.01% 434
2020
Q2
Sell
-722
Closed -$19.2K 644
2020
Q1
$19.2K Buy
722
+122
+20% +$3.25K 0.06% 129
2019
Q4
$55K Sell
600
-302
-33% -$27.7K 0.04% 593
2019
Q3
$31K Sell
902
-185
-17% -$6.36K 0.03% 376
2019
Q2
$45K Buy
1,087
+271
+33% +$11.2K 0.04% 339
2019
Q1
$33K Buy
+816
New +$33K 0.03% 377
2018
Q3
$304K Sell
7,409
-987
-12% -$40.5K 0.32% 53
2018
Q2
$326K Buy
8,396
+260
+3% +$10.1K 0.31% 51
2018
Q1
$269K Buy
+8,136
New +$269K 0.28% 62