HB Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.07M | Buy |
291,528
+42,200
| +17% | +$1.02M | 0.06% | 176 |
|
|
2025
Q1 | $6.32M | Buy |
249,328
+50,968
| +26% | +$1.29M | 0.05% | 188 |
|
|
2024
Q4 | $5.26M | Sell |
198,360
-1,254
| -0.6% | -$33.3K | 0.05% | 158 |
|
|
2024
Q3 | $5.78M | Buy |
199,614
+10,611
| +6% | +$307K | 0.06% | 142 |
|
|
2024
Q2 | $5.29M | Sell |
189,003
-237
| -0.1% | -$6.63K | 0.06% | 143 |
|
|
2024
Q1 | $5.25M | Buy |
189,240
+25,493
| +16% | +$707K | 0.07% | 145 |
|
|
2023
Q4 | $4.71M | Sell |
163,747
-41,434
| -20% | -$1.19M | 0.07% | 141 |
|
|
2023
Q3 | $6.81M | Sell |
205,181
-1,724
| -0.8% | -$57.2K | 0.11% | 95 |
|
|
2023
Q2 | $7.59M | Buy |
206,905
+6,836
| +3% | +$251K | 0.12% | 91 |
|
|
2023
Q1 | $8.16M | Sell |
200,069
-141,341
| -41% | -$5.77M | 0.14% | 76 |
|
|
2022
Q4 | $17.5M | Buy |
341,410
+309
| +0.1% | +$15.8K | 0.32% | 37 |
|
|
2022
Q3 | $14.9M | Buy |
341,101
+72,680
| +27% | +$3.18M | 0.32% | 34 |
|
|
2022
Q2 | $14.1M | Buy |
268,421
+16,956
| +7% | +$889K | 0.29% | 34 |
|
|
2022
Q1 | $13M | Buy |
251,465
+30,768
| +14% | +$1.59M | 0.24% | 40 |
|
|
2021
Q4 | $13M | Buy |
+220,697
| New | +$13M | 0.26% | 36 |
|