Investmark Advisory Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Buy |
99,663
+4,055
| +4% | +$98.3K | 1.13% | 27 |
|
|
2025
Q1 | $2.42M | Buy |
95,608
+12,852
| +16% | +$326K | 1.2% | 24 |
|
|
2024
Q4 | $2.2M | Sell |
82,756
-8,351
| -9% | -$222K | 1.08% | 28 |
|
|
2024
Q3 | $2.64M | Buy |
91,107
+1,723
| +2% | +$49.9K | 1.28% | 25 |
|
|
2024
Q2 | $2.5M | Buy |
89,384
+1,587
| +2% | +$44.4K | 1.33% | 25 |
|
|
2024
Q1 | $2.44M | Buy |
87,797
+37,075
| +73% | +$1.03M | 1.34% | 24 |
|
|
2023
Q4 | $1.46M | Sell |
50,722
-29,350
| -37% | -$845K | 0.86% | 31 |
|
|
2023
Q3 | $2.66M | Buy |
80,072
+804
| +1% | +$26.7K | 1.8% | 15 |
|
|
2023
Q2 | $2.91M | Buy |
79,268
+892
| +1% | +$32.7K | 1.94% | 15 |
|
|
2023
Q1 | $3.2M | Buy |
78,376
+4,829
| +7% | +$197K | 2.35% | 14 |
|
|
2022
Q4 | $3.77M | Buy |
73,547
+5,279
| +8% | +$270K | 2.79% | 8 |
|
|
2022
Q3 | $2.99M | Buy |
68,268
+2,202
| +3% | +$96.3K | 2.68% | 11 |
|
|
2022
Q2 | $3.46M | Buy |
66,066
+1,363
| +2% | +$71.4K | 3.42% | 7 |
|
|
2022
Q1 | $3.35M | Buy |
64,703
+1,567
| +2% | +$81.1K | 3.45% | 8 |
|
|
2021
Q4 | $3.73M | Buy |
+63,136
| New | +$3.73M | 3.49% | 6 |
|