Horst & Graben 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 | $317K | Buy |
13,094
+285
| +2% | +$6.91K | 0.05% | 129 |
|
2025
Q1 | $325K | Buy |
12,809
+249
| +2% | +$6.31K | 0.06% | 120 |
|
2024
Q4 | $333K | Buy |
12,560
+199
| +2% | +$5.28K | 0.06% | 112 |
|
2024
Q3 | $358K | Sell |
12,361
-692
| -5% | -$20K | 0.06% | 106 |
|
2024
Q2 | $365K | Sell |
13,053
-37
| -0.3% | -$1.04K | 0.07% | 99 |
|
2024
Q1 | $363K | Buy |
13,090
+39
| +0.3% | +$1.08K | 0.07% | 98 |
|
2023
Q4 | $376K | Sell |
13,051
-260
| -2% | -$7.49K | 0.08% | 94 |
|
2023
Q3 | $442K | Buy |
13,311
+193
| +1% | +$6.4K | 0.11% | 83 |
|
2023
Q2 | $481K | Buy |
13,118
+8,181
| +166% | +$300K | 0.11% | 74 |
|
2023
Q1 | $201K | Buy |
4,937
+49
| +1% | +$2K | 0.05% | 127 |
|
2022
Q4 | $250K | Buy |
4,888
+39
| +0.8% | +$2K | 0.07% | 115 |
|
2022
Q3 | $212K | Buy |
4,849
+41
| +0.9% | +$1.79K | 0.06% | 117 |
|
2022
Q2 | $252K | Buy |
4,808
+38
| +0.8% | +$1.99K | 0.07% | 114 |
|
2022
Q1 | $247K | Buy |
4,770
+29
| +0.6% | +$1.5K | 0.06% | 120 |
|
2021
Q4 | $280K | Buy |
4,741
+31
| +0.7% | +$1.83K | 0.07% | 111 |
|
2021
Q3 | $203K | Buy |
+4,710
| New | +$203K | 0.06% | 130 |
|