Forum Financial Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
80,084
-24,412
| -23% | -$592K | 0.03% | 127 |
|
|
2025
Q1 | $2.65M | Buy |
104,496
+7,851
| +8% | +$199K | 0.04% | 89 |
|
|
2024
Q4 | $2.56M | Buy |
96,645
+35,001
| +57% | +$929K | 0.04% | 91 |
|
|
2024
Q3 | $1.78M | Sell |
61,644
-3,917
| -6% | -$113K | 0.03% | 118 |
|
|
2024
Q2 | $1.83M | Buy |
65,561
+8,219
| +14% | +$230K | 0.03% | 115 |
|
|
2024
Q1 | $1.59M | Buy |
57,342
+1,033
| +2% | +$28.7K | 0.03% | 143 |
|
|
2023
Q4 | $1.62M | Sell |
56,309
-4,755
| -8% | -$137K | 0.03% | 111 |
|
|
2023
Q3 | $2.03M | Sell |
61,064
-282
| -0.5% | -$9.35K | 0.04% | 85 |
|
|
2023
Q2 | $2.25M | Buy |
61,346
+6,884
| +13% | +$253K | 0.05% | 78 |
|
|
2023
Q1 | $2.22M | Sell |
54,462
-75
| -0.1% | -$3.06K | 0.06% | 70 |
|
|
2022
Q4 | $2.79M | Sell |
54,537
-1,603
| -3% | -$82.1K | 0.09% | 54 |
|
|
2022
Q3 | $2.46M | Sell |
56,140
-16,845
| -23% | -$737K | 0.12% | 52 |
|
|
2022
Q2 | $3.83M | Buy |
72,985
+6,349
| +10% | +$333K | 0.19% | 34 |
|
|
2022
Q1 | $3.45M | Buy |
66,636
+1,805
| +3% | +$93.4K | 0.17% | 37 |
|
|
2021
Q4 | $3.83M | Buy |
+64,831
| New | +$3.83M | 0.2% | 31 |
|