Insigneo 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
Q2 | $1.51M | Buy |
62,494
+4,941
| +9% | +$120K | 0.13% | 139 |
|
2025
Q1 | $1.46M | Sell |
57,553
-1,216
| -2% | -$30.8K | 0.15% | 131 |
|
2024
Q4 | $1.56M | Sell |
58,769
-19,092
| -25% | -$507K | 0.16% | 119 |
|
2024
Q3 | $2.25M | Sell |
77,861
-6,396
| -8% | -$185K | 0.23% | 92 |
|
2024
Q2 | $2.51M | Sell |
84,257
-18
| -0% | -$535 | 0.28% | 70 |
|
2024
Q1 | $2.34M | Buy |
84,275
+15,125
| +22% | +$420K | 0.28% | 70 |
|
2023
Q4 | $1.99M | Buy |
69,150
+9,622
| +16% | +$277K | 0.28% | 73 |
|
2023
Q3 | $1.97M | Buy |
59,528
+3,801
| +7% | +$126K | 0.4% | 49 |
|
2023
Q2 | $2.04M | Buy |
55,727
+23,284
| +72% | +$854K | 0.39% | 54 |
|
2023
Q1 | $1.32M | Buy |
32,443
+1,796
| +6% | +$73.2K | 0.42% | 50 |
|
2022
Q4 | $1.57M | Buy |
+30,647
| New | +$1.57M | 0.59% | 37 |
|