Legacy Capital Group California’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Sell |
24,378
-561
| -2% | -$13.6K | 0.16% | 161 |
|
|
2025
Q1 | $632K | Buy |
24,939
+5,124
| +26% | +$130K | 0.22% | 124 |
|
|
2024
Q4 | $526K | Buy |
19,815
+5,093
| +35% | +$135K | 0.16% | 171 |
|
|
2024
Q3 | $426K | Sell |
14,722
-848
| -5% | -$24.5K | 0.14% | 187 |
|
|
2024
Q2 | $436K | Buy |
15,570
+165
| +1% | +$4.62K | 0.16% | 186 |
|
|
2024
Q1 | $427K | Sell |
15,405
-564
| -4% | -$15.7K | 0.16% | 183 |
|
|
2023
Q4 | $460K | Buy |
15,969
+5
| +0% | +$144 | 0.18% | 172 |
|
|
2023
Q3 | $530K | Buy |
15,964
+5,418
| +51% | +$180K | 0.23% | 132 |
|
|
2023
Q2 | $387K | Sell |
10,546
-21,171
| -67% | -$777K | 0.16% | 185 |
|
|
2023
Q1 | $1.29M | Buy |
+31,717
| New | +$1.29M | 0.63% | 41 |
|