GW Henssler & Associates’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,258
| Closed | -$235K | – | 199 |
|
|
2025
Q1 | $235K | Sell |
9,258
-743
| -7% | -$18.8K | 0.01% | 153 |
|
|
2024
Q4 | $289K | Hold |
10,001
| – | – | 0.02% | 131 |
|
|
2024
Q3 | $289K | Buy |
+10,001
| New | +$289K | 0.02% | 132 |
|
|
2022
Q2 | – | Sell |
-4,609
| Closed | -$239K | – | 255 |
|
|
2022
Q1 | $239K | Sell |
4,609
-1,601
| -26% | -$83K | 0.01% | 207 |
|
|
2021
Q4 | $367K | Sell |
6,210
-4,622
| -43% | -$273K | 0.02% | 186 |
|
|
2021
Q3 | $466K | Sell |
10,832
-309,900
| -97% | -$13.3M | 0.03% | 97 |
|
|
2021
Q2 | $12.6M | Buy |
320,732
+12,012
| +4% | +$470K | 0.83% | 57 |
|
|
2021
Q1 | $11.2M | Buy |
308,720
+26,616
| +9% | +$964K | 0.8% | 59 |
|
|
2020
Q4 | $10.4M | Buy |
282,104
+11,806
| +4% | +$435K | 0.79% | 55 |
|
|
2020
Q3 | $9.41M | Buy |
270,298
+32,864
| +14% | +$1.14M | 0.8% | 58 |
|
|
2020
Q2 | $7.37M | Buy |
237,434
+79,251
| +50% | +$2.46M | 0.65% | 59 |
|
|
2020
Q1 | $4.9M | Buy |
+158,183
| New | +$4.9M | 0.5% | 59 |
|
|
2014
Q2 | – | Sell |
-13,066
| Closed | -$398K | – | 158 |
|
|
2014
Q1 | $398K | Sell |
13,066
-2,238
| -15% | -$68.2K | 0.05% | 122 |
|
|
2013
Q4 | $445K | Buy |
15,304
+500
| +3% | +$14.5K | 0.05% | 116 |
|
|
2013
Q3 | $404K | Sell |
14,804
-174
| -1% | -$4.75K | 0.05% | 116 |
|
|
2013
Q2 | $398K | Buy |
+14,978
| New | +$398K | 0.05% | 115 |
|