Mark Sheptoff Financial Planning’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Sell |
19,039
-4,100
| -18% | -$99.4K | 0.25% | 59 |
|
|
2025
Q1 | $586K | Buy |
23,139
+4,100
| +22% | +$104K | 0.32% | 51 |
|
|
2024
Q4 | $505K | Buy |
19,039
+300
| +2% | +$7.96K | 0.27% | 56 |
|
|
2024
Q3 | $542K | Sell |
18,739
-300
| -2% | -$8.68K | 0.29% | 54 |
|
|
2024
Q2 | $533K | Hold |
19,039
| – | – | 0.3% | 55 |
|
|
2024
Q1 | $528K | Sell |
19,039
-1,749
| -8% | -$48.5K | 0.29% | 53 |
|
|
2023
Q4 | $598K | Sell |
20,788
-3,990
| -16% | -$115K | 0.36% | 47 |
|
|
2023
Q3 | $822K | Sell |
24,778
-9,247
| -27% | -$307K | 0.53% | 33 |
|
|
2023
Q2 | $1.25M | Hold |
34,025
| – | – | 0.71% | 29 |
|
|
2023
Q1 | $1.39M | Buy |
34,025
+120
| +0.4% | +$4.9K | 0.81% | 24 |
|
|
2022
Q4 | $1.74M | Buy |
33,905
+2,986
| +10% | +$153K | 1.02% | 21 |
|
|
2022
Q3 | $1.35M | Buy |
30,919
+101
| +0.3% | +$4.42K | 0.82% | 24 |
|
|
2022
Q2 | $1.62M | Buy |
30,818
+918
| +3% | +$48.1K | 0.93% | 22 |
|
|
2022
Q1 | $1.55M | Sell |
29,900
-28,782
| -49% | -$1.49M | 0.78% | 28 |
|
|
2021
Q4 | $3.47M | Buy |
58,682
+24,602
| +72% | +$1.45M | 1.65% | 12 |
|
|
2021
Q3 | $1.47M | Buy |
34,080
+4,395
| +15% | +$189K | 0.81% | 25 |
|
|
2021
Q2 | $1.16M | Sell |
29,685
-189
| -0.6% | -$7.4K | 0.62% | 30 |
|
|
2021
Q1 | $1.08M | Sell |
29,874
-42,362
| -59% | -$1.53M | 0.62% | 30 |
|
|
2020
Q4 | $2.66M | Buy |
72,236
+2,517
| +4% | +$92.7K | 1.51% | 16 |
|
|
2020
Q3 | $2.43M | Buy |
69,719
+31,455
| +82% | +$1.1M | 1.49% | 17 |
|
|
2020
Q2 | $1.19M | Sell |
38,264
-1,199
| -3% | -$37.2K | 0.77% | 33 |
|
|
2020
Q1 | $1.22M | Sell |
39,463
-1,595
| -4% | -$49.4K | 0.92% | 27 |
|
|
2019
Q4 | $1.53M | Sell |
41,058
-951
| -2% | -$35.3K | 0.96% | 25 |
|
|
2019
Q3 | $1.43M | Buy |
42,009
+969
| +2% | +$33K | 0.97% | 28 |
|
|
2019
Q2 | $1.69M | Buy |
41,040
+197
| +0.5% | +$8.1K | 1.15% | 21 |
|
|
2019
Q1 | $1.65M | Sell |
40,843
-226
| -0.6% | -$9.11K | 1.19% | 20 |
|
|
2018
Q4 | $1.7M | Buy |
41,069
+80
| +0.2% | +$3.31K | 1.41% | 19 |
|
|
2018
Q3 | $1.71M | Sell |
40,989
-231
| -0.6% | -$9.66K | 1.18% | 21 |
|
|
2018
Q2 | $1.42M | Buy |
41,220
+75
| +0.2% | +$2.58K | 1.05% | 22 |
|
|
2018
Q1 | $1.39M | Sell |
41,145
-1,407
| -3% | -$47.4K | 0.96% | 26 |
|
|
2017
Q4 | $1.46M | Sell |
42,552
-2,386
| -5% | -$82K | 0.95% | 27 |
|
|
2017
Q3 | $1.52M | Sell |
44,938
-2,174
| -5% | -$73.6K | 1.02% | 26 |
|
|
2017
Q2 | $1.5M | Sell |
47,112
-6,276
| -12% | -$200K | 1.03% | 25 |
|
|
2017
Q1 | $1.73M | Sell |
53,388
-933
| -2% | -$30.3K | 1.24% | 21 |
|
|
2016
Q4 | $1.67M | Buy |
54,321
+1,253
| +2% | +$38.6K | 1.24% | 18 |
|
|
2016
Q3 | $1.71M | Buy |
53,068
+4,250
| +9% | +$137K | 1.27% | 25 |
|
|
2016
Q2 | $1.63M | Sell |
48,818
-854
| -2% | -$28.5K | 1.22% | 24 |
|
|
2016
Q1 | $1.4M | Buy |
49,672
+23,388
| +89% | +$658K | 1.14% | 27 |
|
|
2015
Q4 | $805K | Sell |
26,284
-551
| -2% | -$16.9K | 0.65% | 40 |
|
|
2015
Q3 | $800K | Sell |
26,835
-2,945
| -10% | -$87.8K | 0.7% | 38 |
|
|
2015
Q2 | $947K | Buy |
29,780
+10,533
| +55% | +$335K | 0.77% | 38 |
|
|
2015
Q1 | $635K | Sell |
19,247
-1,370
| -7% | -$45.2K | 0.53% | 52 |
|
|
2014
Q4 | $609K | Buy |
20,617
+86
| +0.4% | +$2.54K | 0.54% | 54 |
|
|
2014
Q3 | $576K | Sell |
20,531
-1,490
| -7% | -$41.8K | 0.51% | 57 |
|
|
2014
Q2 | $620K | Buy |
22,021
+377
| +2% | +$10.6K | 0.53% | 56 |
|
|
2014
Q1 | $660K | Buy |
+21,644
| New | +$660K | 0.58% | 51 |
|