KMG Fiduciary Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
120,595
+4,434
| +4% | +$107K | 0.22% | 103 |
|
|
2025
Q1 | $2.94M | Buy |
116,161
+10,352
| +10% | +$262K | 0.24% | 95 |
|
|
2024
Q4 | $2.81M | Buy |
105,809
+5,917
| +6% | +$157K | 0.23% | 100 |
|
|
2024
Q3 | $2.89M | Buy |
+99,892
| New | +$2.89M | 0.25% | 95 |
|
|
2024
Q1 | – | Sell |
-65,653
| Closed | -$1.89M | – | 241 |
|
|
2023
Q4 | $1.89M | Buy |
65,653
+1,997
| +3% | +$57.5K | 0.22% | 99 |
|
|
2023
Q3 | $2.11M | Sell |
63,656
-208
| -0.3% | -$6.9K | 0.28% | 87 |
|
|
2023
Q2 | $2.34M | Buy |
63,864
+10,505
| +20% | +$385K | 0.3% | 84 |
|
|
2023
Q1 | $2.18M | Buy |
53,359
+18,292
| +52% | +$746K | 0.31% | 85 |
|
|
2022
Q4 | $1.8M | Sell |
35,067
-916
| -3% | -$46.9K | 0.3% | 86 |
|
|
2022
Q3 | $1.58M | Sell |
35,983
-2,893
| -7% | -$127K | 0.3% | 87 |
|
|
2022
Q2 | $2.04M | Sell |
38,876
-1,151
| -3% | -$60.3K | 0.38% | 68 |
|
|
2022
Q1 | $2.07M | Sell |
40,027
-4,068
| -9% | -$211K | 0.33% | 77 |
|
|
2021
Q4 | $2.6M | Buy |
44,095
+78
| +0.2% | +$4.61K | 0.4% | 64 |
|
|
2021
Q3 | $1.89M | Buy |
44,017
+6,884
| +19% | +$296K | 0.32% | 77 |
|
|
2021
Q2 | $1.45M | Buy |
37,133
+1,539
| +4% | +$60.3K | 0.26% | 85 |
|
|
2021
Q1 | $1.29M | Buy |
35,594
+3,723
| +12% | +$135K | 0.25% | 83 |
|
|
2020
Q4 | $1.19M | Buy |
31,871
+5,514
| +21% | +$205K | 0.25% | 86 |
|
|
2020
Q3 | $918K | Buy |
26,357
+16,010
| +155% | +$558K | 0.23% | 86 |
|
|
2020
Q2 | $321K | Buy |
+10,347
| New | +$321K | 0.09% | 111 |
|
|
2019
Q2 | – | Sell |
-6,335
| Closed | -$255K | – | 119 |
|
|
2019
Q1 | $255K | Buy |
+6,335
| New | +$255K | 0.1% | 98 |
|