Holistic Financial Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
10,902
+1,799
| +20% | +$43.6K | 0.12% | 99 |
|
|
2025
Q1 | $231K | Buy |
9,103
+45
| +0.5% | +$1.14K | 0.11% | 105 |
|
|
2024
Q4 | $240K | Sell |
9,058
-184
| -2% | -$4.88K | 0.12% | 103 |
|
|
2024
Q3 | $267K | Buy |
9,242
+250
| +3% | +$7.24K | 0.13% | 95 |
|
|
2024
Q2 | $252K | Sell |
8,992
-1,744
| -16% | -$48.8K | 0.13% | 94 |
|
|
2024
Q1 | $298K | Buy |
10,736
+321
| +3% | +$8.91K | 0.15% | 82 |
|
|
2023
Q4 | $300K | Buy |
10,415
+2,653
| +34% | +$76.4K | 0.18% | 74 |
|
|
2023
Q3 | $257K | Buy |
7,762
+917
| +13% | +$30.4K | 0.17% | 80 |
|
|
2023
Q2 | $251K | Buy |
6,845
+159
| +2% | +$5.83K | 0.17% | 80 |
|
|
2023
Q1 | $273K | Buy |
6,686
+34
| +0.5% | +$1.39K | 0.21% | 79 |
|
|
2022
Q4 | $341K | Buy |
6,652
+28
| +0.4% | +$1.44K | 0.31% | 57 |
|
|
2022
Q3 | $290K | Buy |
6,624
+27
| +0.4% | +$1.18K | 0.29% | 57 |
|
|
2022
Q2 | $346K | Buy |
6,597
+29
| +0.4% | +$1.52K | 0.33% | 48 |
|
|
2022
Q1 | $340K | Sell |
6,568
-80
| -1% | -$4.14K | 0.22% | 68 |
|
|
2021
Q4 | $393K | Sell |
6,648
-1,790
| -21% | -$106K | 0.23% | 62 |
|
|
2021
Q3 | $363K | Buy |
8,438
+864
| +11% | +$37.2K | 0.22% | 63 |
|
|
2021
Q2 | $297K | Buy |
7,574
+34
| +0.5% | +$1.33K | 0.18% | 86 |
|
|
2021
Q1 | $273K | Sell |
7,540
-3,546
| -32% | -$128K | 0.18% | 86 |
|
|
2020
Q4 | $408K | Sell |
11,086
-3,644
| -25% | -$134K | 0.28% | 48 |
|
|
2020
Q3 | $512K | Sell |
14,730
-1,279
| -8% | -$44.5K | 0.41% | 35 |
|
|
2020
Q2 | $497K | Buy |
16,009
+65
| +0.4% | +$2.02K | 0.43% | 30 |
|
|
2020
Q1 | $494K | Buy |
15,944
+228
| +1% | +$7.06K | 0.51% | 27 |
|
|
2019
Q4 | $584K | Buy |
15,716
+353
| +2% | +$13.1K | 0.35% | 38 |
|
|
2019
Q3 | $521K | Buy |
15,363
+6,559
| +75% | +$222K | 0.46% | 31 |
|
|
2019
Q2 | $362K | Sell |
8,804
-3,247
| -27% | -$134K | 0.36% | 37 |
|
|
2019
Q1 | $486K | Sell |
12,051
-1,222
| -9% | -$49.3K | 0.2% | 54 |
|
|
2018
Q4 | $550K | Sell |
13,273
-500
| -4% | -$20.7K | 0.57% | 23 |
|
|
2018
Q3 | $576K | Sell |
13,773
-474
| -3% | -$19.8K | 0.54% | 28 |
|
|
2018
Q2 | $490K | Sell |
14,247
-481
| -3% | -$16.5K | 0.56% | 19 |
|
|
2018
Q1 | $496K | Sell |
14,728
-351
| -2% | -$11.8K | 0.41% | 26 |
|
|
2017
Q4 | $518K | Buy |
+15,079
| New | +$518K | 0.43% | 27 |
|