Kathmere Capital 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 | $637K | Buy |
26,288
+16,724
| +175% | +$405K | 0.05% | 234 |
|
|
2025
Q1 | $242K | Buy |
+9,564
| New | +$242K | 0.02% | 373 |
|
|
2024
Q2 | – | Sell |
-7,321
| Closed | -$203K | – | 352 |
|
|
2024
Q1 | $203K | Buy |
+7,321
| New | +$203K | 0.02% | 302 |
|
|
2023
Q4 | – | Sell |
-11,460
| Closed | -$380K | – | 303 |
|
|
2023
Q3 | $380K | Buy |
11,460
+4,194
| +58% | +$139K | 0.06% | 156 |
|
|
2023
Q2 | $266K | Buy |
+7,266
| New | +$266K | 0.04% | 186 |
|
|
2023
Q1 | – | Sell |
-5,420
| Closed | -$278K | – | 241 |
|
|
2022
Q4 | $278K | Sell |
5,420
-368
| -6% | -$18.9K | 0.05% | 152 |
|
|
2022
Q3 | $253K | Buy |
5,788
+584
| +11% | +$25.5K | 0.05% | 135 |
|
|
2022
Q2 | $273K | Buy |
5,204
+439
| +9% | +$23K | 0.05% | 136 |
|
|
2022
Q1 | $247K | Buy |
+4,765
| New | +$247K | 0.04% | 150 |
|
|
2021
Q1 | – | Sell |
-1,653
| Closed | -$61K | – | 325 |
|
|
2020
Q4 | $61K | Buy |
1,653
+965
| +140% | +$35.6K | 0.01% | 228 |
|
|
2020
Q3 | $24K | Buy |
+688
| New | +$24K | 0.01% | 261 |
|