Intrepid Financial Planning Group’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
8,994
-8,258
| -48% | -$200K | 0.09% | 114 |
|
|
2025
Q1 | $437K | Sell |
17,252
-500
| -3% | -$12.7K | 0.2% | 74 |
|
|
2024
Q4 | $471K | Sell |
17,752
-593
| -3% | -$15.7K | 0.2% | 74 |
|
|
2024
Q3 | $531K | Sell |
18,345
-830
| -4% | -$24K | 0.23% | 70 |
|
|
2024
Q2 | $537K | Sell |
19,175
-203
| -1% | -$5.68K | 0.23% | 67 |
|
|
2024
Q1 | $538K | Sell |
19,378
-1,170
| -6% | -$32.5K | 0.23% | 68 |
|
|
2023
Q4 | $592K | Sell |
20,548
-5,000
| -20% | -$144K | 0.28% | 59 |
|
|
2023
Q3 | $847K | Buy |
25,548
+5,156
| +25% | +$171K | 0.44% | 44 |
|
|
2023
Q2 | $748K | Sell |
20,392
-800
| -4% | -$29.3K | 0.36% | 52 |
|
|
2023
Q1 | $865K | Hold |
21,192
| – | – | 0.44% | 46 |
|
|
2022
Q4 | $1.09M | Sell |
21,192
-275
| -1% | -$14.1K | 0.59% | 40 |
|
|
2022
Q3 | $939K | Buy |
21,467
+350
| +2% | +$15.3K | 0.53% | 41 |
|
|
2022
Q2 | $1.11M | Buy |
+21,117
| New | +$1.11M | 0.61% | 38 |
|