Marcum Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $877K | Buy |
34,602
+6,535
| +23% | +$166K | 0.08% | 125 |
|
|
2024
Q4 | $745K | Sell |
28,067
-7,468
| -21% | -$198K | 0.06% | 145 |
|
|
2024
Q3 | $1.03M | Sell |
35,535
-1,938
| -5% | -$56.1K | 0.1% | 107 |
|
|
2024
Q2 | $1.05M | Buy |
37,473
+208
| +0.6% | +$5.82K | 0.11% | 98 |
|
|
2024
Q1 | $1.03M | Buy |
37,265
+3,926
| +12% | +$109K | 0.1% | 100 |
|
|
2023
Q4 | $960K | Sell |
33,339
-5,680
| -15% | -$164K | 0.1% | 99 |
|
|
2023
Q3 | $1.29M | Buy |
39,019
+4,713
| +14% | +$156K | 0.16% | 72 |
|
|
2023
Q2 | $1.26M | Sell |
34,306
-535
| -2% | -$19.6K | 0.15% | 76 |
|
|
2023
Q1 | $1.42M | Sell |
34,841
-335
| -1% | -$13.7K | 0.18% | 66 |
|
|
2022
Q4 | $1.8M | Buy |
35,176
+562
| +2% | +$28.8K | 0.24% | 47 |
|
|
2022
Q3 | $1.52M | Buy |
34,614
+1,095
| +3% | +$47.9K | 0.23% | 52 |
|
|
2022
Q2 | $1.76M | Buy |
33,519
+1,032
| +3% | +$54.1K | 0.26% | 44 |
|
|
2022
Q1 | $1.68M | Buy |
32,487
+789
| +2% | +$40.9K | 0.23% | 59 |
|
|
2021
Q4 | $1.87M | Sell |
31,698
-7,788
| -20% | -$460K | 0.26% | 49 |
|
|
2021
Q3 | $1.7M | Sell |
39,486
-4,759
| -11% | -$205K | 0.27% | 51 |
|
|
2021
Q2 | $1.73M | Buy |
44,245
+261
| +0.6% | +$10.2K | 0.28% | 41 |
|
|
2021
Q1 | $1.59M | Buy |
43,984
+18,092
| +70% | +$656K | 0.26% | 46 |
|
|
2020
Q4 | $953K | Buy |
25,892
+7,658
| +42% | +$282K | 0.22% | 39 |
|
|
2020
Q3 | $635K | Buy |
18,234
+1,050
| +6% | +$36.6K | 0.19% | 41 |
|
|
2020
Q2 | $533K | Buy |
17,184
+264
| +2% | +$8.19K | 0.16% | 49 |
|
|
2020
Q1 | $524K | Sell |
16,920
-940
| -5% | -$29.1K | 0.2% | 36 |
|
|
2019
Q4 | $664K | Buy |
+17,860
| New | +$664K | 0.25% | 37 |
|