Joule Financial’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,435
| Closed | -$214K | – | 117 |
|
|
2025
Q1 | $214K | Sell |
8,435
-24
| -0.3% | -$608 | 0.08% | 97 |
|
|
2024
Q4 | $224K | Sell |
8,459
-602
| -7% | -$16K | 0.08% | 98 |
|
|
2024
Q3 | $262K | Sell |
9,061
-4,570
| -34% | -$132K | 0.1% | 91 |
|
|
2024
Q2 | $381K | Sell |
13,631
-149
| -1% | -$4.17K | 0.16% | 73 |
|
|
2024
Q1 | $382K | Sell |
13,780
-801
| -5% | -$22.2K | 0.16% | 71 |
|
|
2023
Q4 | $420K | Sell |
14,581
-1,226
| -8% | -$35.3K | 0.2% | 66 |
|
|
2023
Q3 | $524K | Sell |
15,807
-841
| -5% | -$27.9K | 0.27% | 51 |
|
|
2023
Q2 | $611K | Buy |
16,648
+1,581
| +10% | +$58K | 0.31% | 42 |
|
|
2023
Q1 | $615K | Sell |
15,067
-13,721
| -48% | -$560K | 0.33% | 39 |
|
|
2022
Q4 | $1.48M | Buy |
28,788
+2,154
| +8% | +$110K | 0.98% | 21 |
|
|
2022
Q3 | $1.17M | Buy |
26,634
+1,086
| +4% | +$47.5K | 0.87% | 23 |
|
|
2022
Q2 | $1.34M | Buy |
+25,548
| New | +$1.34M | 1.05% | 20 |
|