Kozak & Associates’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.3K | Buy |
405
+7
| +2% | +$179 | ﹤0.01% | 239 |
|
2025
Q1 | $8.8K | Buy |
398
+6
| +2% | +$133 | ﹤0.01% | 238 |
|
2024
Q4 | $10.4K | Sell |
392
-236
| -38% | -$6.27K | ﹤0.01% | 241 |
|
2024
Q3 | $18.6K | Buy |
628
+9
| +1% | +$267 | ﹤0.01% | 191 |
|
2024
Q2 | $17.2K | Buy |
619
+9
| +1% | +$249 | ﹤0.01% | 183 |
|
2024
Q1 | $17.6K | Buy |
610
+9
| +1% | +$260 | ﹤0.01% | 189 |
|
2023
Q4 | $17K | Sell |
601
-168
| -22% | -$4.76K | 0.01% | 198 |
|
2023
Q3 | $25.5K | Buy |
769
+4
| +0.5% | +$132 | 0.01% | 177 |
|
2023
Q2 | $28.1K | Buy |
765
+3
| +0.4% | +$110 | 0.01% | 172 |
|
2023
Q1 | $31.1K | Sell |
762
-140
| -16% | -$5.71K | 0.01% | 171 |
|
2022
Q4 | $46K | Buy |
902
+3
| +0.3% | +$153 | 0.02% | 154 |
|
2022
Q3 | $38K | Buy |
899
+3
| +0.3% | +$127 | 0.02% | 156 |
|
2022
Q2 | $47K | Sell |
896
-361
| -29% | -$18.9K | 0.03% | 151 |
|
2022
Q1 | $62K | Hold |
1,257
| – | – | 0.04% | 142 |
|
2021
Q4 | $62K | Buy |
1,257
+323
| +35% | +$15.9K | 0.04% | 142 |
|
2021
Q3 | $46K | Buy |
+934
| New | +$46K | 0.03% | 164 |
|