GoalVest Advisory’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.8K | Buy |
1,063
+239
| +29% | +$5.79K | 0.01% | 256 |
|
|
2025
Q1 | $20.9K | Buy |
824
+36
| +5% | +$912 | 0.01% | 236 |
|
|
2024
Q4 | $20.9K | Sell |
788
-93
| -11% | -$2.47K | 0.01% | 247 |
|
|
2024
Q3 | $25.5K | Hold |
881
| – | – | 0.01% | 248 |
|
|
2024
Q2 | $24.7K | Hold |
881
| – | – | 0.01% | 219 |
|
|
2024
Q1 | $24.4K | Sell |
881
-196
| -18% | -$5.44K | 0.01% | 250 |
|
|
2023
Q4 | $31K | Buy |
1,077
+811
| +305% | +$23.3K | 0.01% | 177 |
|
|
2023
Q3 | $8.82K | Sell |
266
-26,431
| -99% | -$877K | ﹤0.01% | 302 |
|
|
2023
Q2 | $979K | Sell |
26,697
-6,573
| -20% | -$241K | 0.51% | 31 |
|
|
2023
Q1 | $1.36M | Buy |
33,270
+4,430
| +15% | +$181K | 0.8% | 22 |
|
|
2022
Q4 | $1.48M | Buy |
28,840
+2,724
| +10% | +$140K | 0.95% | 18 |
|
|
2022
Q3 | $1.14M | Buy |
26,116
+4,662
| +22% | +$204K | 0.8% | 25 |
|
|
2022
Q2 | $1.11M | Buy |
21,454
+20,149
| +1,544% | +$1.04M | 0.7% | 40 |
|
|
2022
Q1 | $68K | Buy |
+1,305
| New | +$68K | 0.04% | 145 |
|
|
2021
Q2 | $39K | Buy |
+993
| New | +$39K | 0.02% | 157 |
|