Golden State Equity Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Buy |
28,797
+10,348
| +56% | +$251K | 0.13% | 193 |
|
|
2025
Q1 | $468K | Buy |
18,449
+261
| +1% | +$6.61K | 0.09% | 257 |
|
|
2024
Q4 | $483K | Buy |
18,188
+16,410
| +923% | +$435K | 0.09% | 241 |
|
|
2024
Q3 | $51.5K | Buy |
+1,778
| New | +$51.5K | 0.03% | 373 |
|
|
2023
Q4 | $734K | Buy |
25,493
+14,607
| +134% | +$421K | 0.18% | 129 |
|
|
2023
Q3 | $361K | Buy |
10,886
+176
| +2% | +$5.84K | 0.1% | 214 |
|
|
2023
Q2 | $393K | Sell |
10,710
-4,857
| -31% | -$178K | 0.11% | 216 |
|
|
2023
Q1 | $635K | Buy |
+15,567
| New | +$635K | 0.34% | 79 |
|
|
2022
Q1 | $265K | Sell |
5,128
-14,312
| -74% | -$740K | 0.13% | 157 |
|
|
2021
Q4 | $1.15M | Buy |
19,440
+456
| +2% | +$26.9K | 0.58% | 44 |
|
|
2021
Q3 | $817K | Buy |
18,984
+9,870
| +108% | +$425K | 0.33% | 70 |
|
|
2021
Q2 | $357K | Buy |
9,114
+3,040
| +50% | +$119K | 0.14% | 155 |
|
|
2021
Q1 | $220K | Sell |
6,074
-468
| -7% | -$17K | 0.13% | 154 |
|
|
2020
Q4 | $240K | Buy |
+6,542
| New | +$240K | 0.17% | 142 |
|