Hardy Reed’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $223K | Buy |
+9,180
| New | +$223K | 0.02% | 230 |
|
2024
Q4 | – | Sell |
-11,133
| Closed | -$322K | – | 257 |
|
2024
Q3 | $322K | Buy |
11,133
+1,578
| +17% | +$45.7K | 0.03% | 180 |
|
2024
Q2 | $267K | Buy |
9,555
+826
| +9% | +$23.1K | 0.03% | 198 |
|
2024
Q1 | $242K | Sell |
8,729
-236
| -3% | -$6.55K | 0.03% | 104 |
|
2023
Q4 | $258K | Sell |
8,965
-219
| -2% | -$6.31K | 0.04% | 104 |
|
2023
Q3 | $305K | Sell |
9,184
-103
| -1% | -$3.42K | 0.06% | 80 |
|
2023
Q2 | $341K | Sell |
9,287
-247
| -3% | -$9.06K | 0.06% | 70 |
|
2023
Q1 | $389K | Sell |
9,534
-322
| -3% | -$13.1K | 0.07% | 74 |
|
2022
Q4 | $505K | Sell |
9,856
-45
| -0.5% | -$2.31K | 0.1% | 57 |
|
2022
Q3 | $433K | Hold |
9,901
| – | – | 0.1% | 48 |
|
2022
Q2 | $519K | Sell |
9,901
-88
| -0.9% | -$4.61K | 0.11% | 42 |
|
2022
Q1 | $517K | Buy |
9,989
+636
| +7% | +$32.9K | 0.1% | 43 |
|
2021
Q4 | $552K | Hold |
9,353
| – | – | 0.09% | 52 |
|
2021
Q3 | $402K | Sell |
9,353
-370
| -4% | -$15.9K | 0.07% | 68 |
|
2021
Q2 | $381K | Sell |
9,723
-30
| -0.3% | -$1.18K | 0.07% | 66 |
|
2021
Q1 | $353K | Sell |
9,753
-30
| -0.3% | -$1.09K | 0.07% | 67 |
|
2020
Q4 | $360K | Sell |
9,783
-528
| -5% | -$19.4K | 0.08% | 69 |
|
2020
Q3 | $359K | Buy |
10,311
+780
| +8% | +$27.2K | 0.09% | 56 |
|
2020
Q2 | $296K | Sell |
9,531
-81
| -0.8% | -$2.52K | 0.11% | 56 |
|
2020
Q1 | $298K | Buy |
9,612
+1,334
| +16% | +$41.4K | 0.14% | 45 |
|
2019
Q4 | $308K | Buy |
8,278
+713
| +9% | +$26.5K | 0.11% | 52 |
|
2019
Q3 | $258K | Buy |
7,565
+201
| +3% | +$6.86K | 0.1% | 52 |
|
2019
Q2 | $303K | Sell |
7,364
-93
| -1% | -$3.83K | 0.12% | 49 |
|
2019
Q1 | $300K | Hold |
7,457
| – | – | 0.11% | 47 |
|
2018
Q4 | $309K | Buy |
+7,457
| New | +$309K | 0.13% | 44 |
|