Independent Solutions 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 | $415K | Sell |
16,872
-2,566
| -13% | -$63.1K | 0.08% | 133 |
|
|
2025
Q1 | $498K | Sell |
19,438
-1,556
| -7% | -$39.8K | 0.11% | 125 |
|
|
2024
Q4 | $557K | Hold |
20,994
| – | – | 0.12% | 121 |
|
|
2024
Q3 | $608K | Sell |
20,994
-430
| -2% | -$12.4K | 0.14% | 108 |
|
|
2024
Q2 | $599K | Sell |
21,424
-2,885
| -12% | -$80.7K | 0.14% | 112 |
|
|
2024
Q1 | $675K | Buy |
24,309
+1,317
| +6% | +$36.5K | 0.16% | 109 |
|
|
2023
Q4 | $662K | Sell |
22,992
-4,169
| -15% | -$120K | 0.17% | 109 |
|
|
2023
Q3 | $901K | Sell |
27,161
-32,079
| -54% | -$1.06M | 0.23% | 96 |
|
|
2023
Q2 | $2.17M | Sell |
59,240
-3,169
| -5% | -$116K | 0.55% | 43 |
|
|
2023
Q1 | $2.55M | Sell |
62,409
-1,148
| -2% | -$46.8K | 0.75% | 35 |
|
|
2022
Q4 | $3.26M | Buy |
63,557
+2,262
| +4% | +$116K | 0.99% | 23 |
|
|
2022
Q3 | $2.68M | Buy |
61,295
+1,995
| +3% | +$87.3K | 0.88% | 27 |
|
|
2022
Q2 | $3.11M | Sell |
59,300
-5,925
| -9% | -$311K | 0.97% | 22 |
|
|
2022
Q1 | $3.38M | Sell |
65,225
-3,944
| -6% | -$204K | 0.79% | 27 |
|
|
2021
Q4 | $4.08M | Buy |
69,169
+1,366
| +2% | +$80.7K | 0.96% | 24 |
|
|
2021
Q3 | $2.92M | Sell |
67,803
-4,450
| -6% | -$191K | 0.72% | 36 |
|
|
2021
Q2 | $2.83M | Buy |
72,253
+14,576
| +25% | +$571K | 0.69% | 38 |
|
|
2021
Q1 | $2.09M | Buy |
57,677
+34,339
| +147% | +$1.24M | 0.57% | 43 |
|
|
2020
Q4 | $859K | Sell |
23,338
-2,219
| -9% | -$81.7K | 0.27% | 76 |
|
|
2020
Q3 | $890K | Buy |
25,557
+11,556
| +83% | +$402K | 0.34% | 57 |
|
|
2020
Q2 | $434K | Sell |
14,001
-1,685
| -11% | -$52.3K | 0.19% | 98 |
|
|
2020
Q1 | $486K | Sell |
15,686
-1,223
| -7% | -$37.9K | 0.27% | 70 |
|
|
2019
Q4 | $629K | Buy |
+16,909
| New | +$629K | 0.28% | 74 |
|