Guerra Pan Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Hold |
8,783
| – | – | 0.14% | 108 |
|
|
2025
Q1 | $223K | Hold |
8,783
| – | – | 0.17% | 98 |
|
|
2024
Q4 | $233K | Hold |
8,783
| – | – | 0.17% | 99 |
|
|
2024
Q3 | $254K | Hold |
8,783
| – | – | 0.2% | 91 |
|
|
2024
Q2 | $246K | Hold |
8,783
| – | – | 0.21% | 91 |
|
|
2024
Q1 | $244K | Sell |
8,783
-728
| -8% | -$20.2K | 0.23% | 89 |
|
|
2023
Q4 | $274K | Sell |
9,511
-640
| -6% | -$18.4K | 0.26% | 87 |
|
|
2023
Q3 | $337K | Sell |
10,151
-1,680
| -14% | -$55.7K | 0.39% | 62 |
|
|
2023
Q2 | $434K | Sell |
11,831
-300
| -2% | -$11K | 0.48% | 57 |
|
|
2023
Q1 | $495K | Buy |
12,131
+140
| +1% | +$5.71K | 0.62% | 53 |
|
|
2022
Q4 | $614K | Hold |
11,991
| – | – | 0.84% | 42 |
|
|
2022
Q3 | $507K | Buy |
11,991
+162
| +1% | +$6.85K | 0.74% | 49 |
|
|
2022
Q2 | $597K | Hold |
11,829
| – | – | 0.74% | 47 |
|
|
2022
Q1 | $588K | Buy |
11,829
+500
| +4% | +$24.9K | 0.71% | 48 |
|
|
2021
Q4 | $669K | Buy |
+11,329
| New | +$669K | 0.66% | 47 |
|