HighMark 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 | $103K | Buy |
4,249
+2,350
| +124% | +$57K | 0.05% | 113 |
|
|
2025
Q1 | $48.1K | Buy |
1,899
+120
| +7% | +$3.04K | 0.03% | 129 |
|
|
2024
Q4 | $47.2K | Sell |
1,779
-2,291
| -56% | -$60.8K | 0.03% | 135 |
|
|
2024
Q3 | $118K | Buy |
4,070
+25
| +0.6% | +$723 | 0.06% | 92 |
|
|
2024
Q2 | $113K | Buy |
4,045
+2,243
| +124% | +$62.8K | 0.07% | 89 |
|
|
2024
Q1 | $50K | Buy |
1,802
+125
| +7% | +$3.47K | 0.03% | 136 |
|
|
2023
Q4 | $48.3K | Sell |
1,677
-128
| -7% | -$3.69K | 0.04% | 135 |
|
|
2023
Q3 | $59.9K | Buy |
1,805
+18
| +1% | +$597 | 0.05% | 105 |
|
|
2023
Q2 | $65.6K | Buy |
1,787
+18
| +1% | +$660 | 0.05% | 101 |
|
|
2023
Q1 | $72.2K | Buy |
1,769
+16
| +0.9% | +$653 | 0.06% | 109 |
|
|
2022
Q4 | $89.8K | Buy |
1,753
+12
| +0.7% | +$615 | 0.07% | 82 |
|
|
2022
Q3 | $76K | Buy |
1,741
+14
| +0.8% | +$611 | 0.06% | 77 |
|
|
2022
Q2 | $91K | Buy |
1,727
+52
| +3% | +$2.74K | 0.07% | 70 |
|
|
2022
Q1 | $87K | Buy |
1,675
+12
| +0.7% | +$623 | 0.06% | 78 |
|
|
2021
Q4 | $98K | Buy |
1,663
+11
| +0.7% | +$648 | 0.06% | 80 |
|
|
2021
Q3 | $71K | Buy |
1,652
+13
| +0.8% | +$559 | 0.05% | 99 |
|
|
2021
Q2 | $64K | Buy |
1,639
+15
| +0.9% | +$586 | 0.05% | 99 |
|
|
2021
Q1 | $59K | Buy |
1,624
+16
| +1% | +$581 | 0.05% | 93 |
|
|
2020
Q4 | $59K | Sell |
1,608
-71
| -4% | -$2.61K | 0.05% | 89 |
|
|
2020
Q3 | $58K | Buy |
1,679
+67
| +4% | +$2.31K | 0.05% | 99 |
|
|
2020
Q2 | $50K | Buy |
1,612
+15
| +0.9% | +$465 | 0.05% | 81 |
|
|
2020
Q1 | $49K | Buy |
1,597
+16
| +1% | +$491 | 0.06% | 67 |
|
|
2019
Q4 | $58K | Buy |
+1,581
| New | +$58K | 0.06% | 77 |
|