Herold 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 | $1.84M | Buy |
75,855
+7,929
| +12% | +$192K | 0.39% | 73 |
|
|
2025
Q1 | $1.72M | Sell |
67,926
-1,636
| -2% | -$41.5K | 0.38% | 77 |
|
|
2024
Q4 | $1.85M | Buy |
69,562
+1,304
| +2% | +$34.6K | 0.4% | 66 |
|
|
2024
Q3 | $1.98M | Buy |
68,258
+6,182
| +10% | +$179K | 0.43% | 62 |
|
|
2024
Q2 | $1.74M | Buy |
62,076
+5,957
| +11% | +$167K | 0.4% | 66 |
|
|
2024
Q1 | $1.56M | Sell |
56,119
-7,643
| -12% | -$212K | 0.38% | 73 |
|
|
2023
Q4 | $1.84M | Buy |
63,762
+1,026
| +2% | +$29.5K | 0.51% | 62 |
|
|
2023
Q3 | $2.08M | Buy |
62,736
+9,711
| +18% | +$322K | 0.63% | 45 |
|
|
2023
Q2 | $1.94M | Buy |
53,025
+3,034
| +6% | +$111K | 0.6% | 50 |
|
|
2023
Q1 | $2.04M | Buy |
49,991
+15,710
| +46% | +$641K | 0.71% | 36 |
|
|
2022
Q4 | $1.76M | Buy |
34,281
+2,180
| +7% | +$112K | 0.74% | 43 |
|
|
2022
Q3 | $1.4M | Buy |
32,101
+319
| +1% | +$14K | 0.67% | 49 |
|
|
2022
Q2 | $1.67M | Sell |
31,782
-1,687
| -5% | -$88.4K | 0.74% | 40 |
|
|
2022
Q1 | $1.73M | Buy |
33,469
+489
| +1% | +$25.3K | 0.62% | 48 |
|
|
2021
Q4 | $1.95M | Buy |
32,980
+883
| +3% | +$52.1K | 0.76% | 42 |
|
|
2021
Q3 | $1.38M | Buy |
+32,097
| New | +$1.38M | 0.54% | 58 |
|