Mascoma Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.6K | Sell |
2,829
-1,683
| -37% | -$40.8K | 0.02% | 160 |
|
|
2025
Q1 | $114K | Buy |
4,512
+8
| +0.2% | +$203 | 0.03% | 124 |
|
|
2024
Q4 | $119K | Sell |
4,504
-558
| -11% | -$14.8K | 0.03% | 126 |
|
|
2024
Q3 | $146K | Sell |
5,062
-583
| -10% | -$16.9K | 0.04% | 110 |
|
|
2024
Q2 | $158K | Sell |
5,645
-2,975
| -35% | -$83.2K | 0.04% | 106 |
|
|
2024
Q1 | $239K | Sell |
8,620
-4,819
| -36% | -$134K | 0.07% | 89 |
|
|
2023
Q4 | $387K | Sell |
13,439
-6,796
| -34% | -$196K | 0.12% | 66 |
|
|
2023
Q3 | $671K | Sell |
20,235
-2,659
| -12% | -$88.2K | 0.21% | 48 |
|
|
2023
Q2 | $816K | Sell |
22,894
-3,858
| -14% | -$138K | 0.25% | 48 |
|
|
2023
Q1 | $1.04M | Sell |
26,752
-642
| -2% | -$25K | 0.3% | 44 |
|
|
2022
Q4 | $1.4M | Sell |
27,394
-3,416
| -11% | -$175K | 0.45% | 40 |
|
|
2022
Q3 | $1.35M | Buy |
30,810
+2,397
| +8% | +$105K | 0.47% | 40 |
|
|
2022
Q2 | $1.49M | Sell |
28,413
-306
| -1% | -$16K | 0.51% | 38 |
|
|
2022
Q1 | $1.49M | Buy |
28,719
+879
| +3% | +$45.5K | 0.47% | 43 |
|
|
2021
Q4 | $1.64M | Sell |
27,840
-753
| -3% | -$44.5K | 0.57% | 38 |
|
|
2021
Q3 | $1.23M | Buy |
28,593
+938
| +3% | +$40.4K | 0.48% | 37 |
|
|
2021
Q2 | $1.08M | Buy |
27,655
+267
| +1% | +$10.5K | 0.46% | 42 |
|
|
2021
Q1 | $992K | Buy |
27,388
+3,058
| +13% | +$111K | 0.43% | 40 |
|
|
2020
Q4 | $896K | Buy |
+24,330
| New | +$896K | 0.45% | 40 |
|
|
2019
Q3 | $294K | Sell |
8,639
-648
| -7% | -$22.1K | 0.19% | 59 |
|
|
2019
Q2 | $382K | Hold |
9,287
| – | – | 0.24% | 53 |
|
|
2019
Q1 | $374K | Sell |
9,287
-1,143
| -11% | -$46K | 0.25% | 51 |
|
|
2018
Q4 | $432K | Sell |
10,430
-3,051
| -23% | -$126K | 0.33% | 40 |
|
|
2018
Q3 | $564K | Buy |
13,481
+106
| +0.8% | +$4.44K | 0.37% | 34 |
|
|
2018
Q2 | $460K | Buy |
13,375
+865
| +7% | +$29.8K | 0.32% | 40 |
|
|
2018
Q1 | $421K | Sell |
12,510
-696
| -5% | -$23.4K | 0.28% | 44 |
|
|
2017
Q4 | $459K | Sell |
13,206
-2,918
| -18% | -$101K | 0.28% | 37 |
|
|
2017
Q3 | $546K | Buy |
16,124
+103
| +0.6% | +$3.49K | 0.36% | 38 |
|
|
2017
Q2 | $511K | Sell |
16,021
-1,266
| -7% | -$40.4K | 0.34% | 36 |
|
|
2017
Q1 | $561K | Sell |
17,287
-873
| -5% | -$28.3K | 0.4% | 30 |
|
|
2016
Q4 | $560K | Buy |
+18,160
| New | +$560K | 0.41% | 33 |
|