Fort Point Capital Partners’s Pfizer PFE Stock Holding History

Fort Point Capital Partners’s Portfolio PFE Stock Details PFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12,608	Closed	-$319K	–	319
2025 Q1	$319K	Buy	+12,608	New	+$319K	0.04%	254
2024 Q4	–	Sell	-12,184	Closed	-$353K	–	308
2024 Q3	$353K	Buy	12,184 +3,123	+34%	+$90.4K	0.04%	216
2024 Q2	$254K	Buy	9,061 +434	+5%	+$12.1K	0.03%	270
2024 Q1	$239K	Buy	+8,627	New	+$239K	0.03%	281
2023 Q4	–	Sell	-9,955	Closed	-$330K	–	309
2023 Q3	$330K	Hold	9,955	–	–	0.05%	189
2023 Q2	$365K	Sell	9,955 -554	-5%	-$20.3K	0.05%	186
2023 Q1	$429K	Sell	10,509 -1,107	-10%	-$45.2K	0.07%	170
2022 Q4	$595K	Sell	11,616 -2,000	-15%	-$102K	0.09%	134
2022 Q3	$596K	Buy	13,616 +2,891	+27%	+$127K	0.1%	131
2022 Q2	$562K	Buy	10,725 +162	+2%	+$8.49K	0.09%	141
2022 Q1	$547K	Buy	10,563 +1,573	+17%	+$81.5K	0.08%	155
2021 Q4	$531K	Hold	8,990	–	–	0.07%	151
2021 Q3	$387K	Sell	8,990 -716	-7%	-$30.8K	0.06%	160
2021 Q2	$380K	Buy	9,706 +250	+3%	+$9.79K	0.07%	115
2021 Q1	$343K	Buy	+9,456	New	+$343K	0.07%	111
2020 Q1	–	Sell	-5,852	Closed	-$218K	–	116
2019 Q4	$218K	Sell	5,852 -211	-3%	-$7.86K	0.08%	112
2019 Q3	$207K	Buy	+6,063	New	+$207K	0.08%	105
2019 Q1	–	Sell	-13,319	Closed	-$552K	–	130
2018 Q4	$552K	Sell	13,319 -50	-0.4%	-$2.07K	0.22%	60
2018 Q3	$559K	Buy	13,369 +3,066	+30%	+$128K	0.17%	69
2018 Q2	$355K	Sell	10,303 -3,770	-27%	-$130K	0.12%	83
2018 Q1	$474K	Buy	14,073 +817	+6%	+$27.5K	0.17%	81
2017 Q4	$456K	Buy	13,256 +6,503	+96%	+$224K	0.21%	71
2017 Q3	$229K	Buy	+6,753	New	+$229K	0.11%	112
2017 Q1	–	Sell	-6,862	Closed	-$205K	–	114
2016 Q4	$205K	Sell	6,862 -4,911	-42%	-$147K	0.11%	99
2016 Q3	$378K	Buy	11,773 +432	+4%	+$13.9K	0.17%	87
2016 Q2	$379K	Buy	11,341 +3,345	+42%	+$112K	0.18%	78
2016 Q1	$225K	Sell	7,996 -1,894	-19%	-$53.3K	0.11%	95
2015 Q4	$303K	Buy	+9,890	New	+$303K	0.15%	83