Hoese & Co’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Buy |
+5,000
| New | +$121K | 0.1% | 54 |
|
|
2025
Q1 | – | Sell |
-534
| Closed | -$14.2K | – | 161 |
|
|
2024
Q4 | $14.2K | Buy |
+534
| New | +$14.2K | 0.01% | 119 |
|
|
2024
Q2 | – | Sell |
-6,706
| Closed | -$178K | – | 154 |
|
|
2024
Q1 | $178K | Sell |
6,706
-710
| -10% | -$18.9K | 0.16% | 32 |
|
|
2023
Q4 | $226K | Sell |
7,416
-420
| -5% | -$12.8K | 0.22% | 30 |
|
|
2023
Q3 | $260K | Sell |
7,836
-160
| -2% | -$5.31K | 0.27% | 30 |
|
|
2023
Q2 | $293K | Sell |
7,996
-270
| -3% | -$9.9K | 0.28% | 33 |
|
|
2023
Q1 | $335K | Sell |
8,266
-960
| -10% | -$38.9K | 0.38% | 31 |
|
|
2022
Q4 | $462K | Hold |
9,226
| – | – | 0.49% | 25 |
|
|
2022
Q3 | $404K | Sell |
9,226
-3,570
| -28% | -$156K | 0.48% | 28 |
|
|
2022
Q2 | $671K | Hold |
12,796
| – | – | 0.75% | 23 |
|
|
2022
Q1 | $662K | Sell |
12,796
-1,158
| -8% | -$59.9K | 0.68% | 22 |
|
|
2021
Q4 | $824K | Hold |
13,954
| – | – | 0.82% | 23 |
|
|
2021
Q3 | $600K | Buy |
13,954
+158
| +1% | +$6.79K | 0.65% | 28 |
|
|
2021
Q2 | $540K | Buy |
13,796
+2,220
| +19% | +$86.9K | 0.61% | 30 |
|
|
2021
Q1 | $419K | Sell |
11,576
-1,180
| -9% | -$42.7K | 0.52% | 33 |
|
|
2020
Q4 | $458K | Buy |
+12,756
| New | +$458K | 0.84% | 15 |
|