Hummer Financial Advisory Services’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,786
| Closed | -$207K | – | 110 |
|
|
2024
Q4 | $207K | Hold |
7,786
| – | – | 0.16% | 108 |
|
|
2024
Q3 | $225K | Hold |
7,786
| – | – | 0.18% | 100 |
|
|
2024
Q2 | $218K | Sell |
7,786
-100
| -1% | -$2.8K | 0.19% | 97 |
|
|
2024
Q1 | $219K | Buy |
7,886
+500
| +7% | +$13.9K | 0.18% | 101 |
|
|
2023
Q4 | $213K | Sell |
7,386
-300
| -4% | -$8.64K | 0.19% | 97 |
|
|
2023
Q3 | $255K | Hold |
7,686
| – | – | 0.26% | 79 |
|
|
2023
Q2 | $282K | Hold |
7,686
| – | – | 0.28% | 77 |
|
|
2023
Q1 | $314K | Buy |
7,686
+60
| +0.8% | +$2.45K | 0.33% | 72 |
|
|
2022
Q4 | $391K | Hold |
7,626
| – | – | 0.43% | 61 |
|
|
2022
Q3 | $334K | Hold |
7,626
| – | – | 0.39% | 64 |
|
|
2022
Q2 | $400K | Sell |
7,626
-150
| -2% | -$7.87K | 0.45% | 57 |
|
|
2022
Q1 | $403K | Buy |
7,776
+600
| +8% | +$31.1K | 0.36% | 66 |
|
|
2021
Q4 | $424K | Sell |
7,176
-1,200
| -14% | -$70.9K | 0.36% | 64 |
|
|
2021
Q3 | $360K | Hold |
8,376
| – | – | 0.33% | 69 |
|
|
2021
Q2 | $328K | Hold |
8,376
| – | – | 0.3% | 74 |
|
|
2021
Q1 | $303K | Sell |
8,376
-100
| -1% | -$3.62K | 0.29% | 77 |
|
|
2020
Q4 | $312K | Sell |
8,476
-1,327
| -14% | -$48.8K | 0.33% | 73 |
|
|
2020
Q3 | $341K | Hold |
9,803
| – | – | 0.4% | 60 |
|
|
2020
Q2 | $304K | Buy |
9,803
+105
| +1% | +$3.26K | 0.39% | 59 |
|
|
2020
Q1 | $300K | Buy |
9,698
+633
| +7% | +$19.6K | 0.45% | 57 |
|
|
2019
Q4 | $337K | Buy |
+9,065
| New | +$337K | 0.36% | 72 |
|