Mather Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $283K | Sell |
11,668
-10,517
| -47% | -$255K | ﹤0.01% | 516 |
|
2025
Q1 | $562K | Buy |
22,185
+1,978
| +10% | +$50.1K | 0.01% | 353 |
|
2024
Q4 | $536K | Sell |
20,207
-4,602
| -19% | -$122K | 0.01% | 346 |
|
2024
Q3 | $718K | Sell |
24,809
-25,734
| -51% | -$745K | 0.01% | 289 |
|
2024
Q2 | $1.4M | Buy |
50,543
+23,989
| +90% | +$666K | 0.02% | 220 |
|
2024
Q1 | $764K | Sell |
26,554
-1,179
| -4% | -$33.9K | 0.01% | 263 |
|
2023
Q4 | $798K | Sell |
27,733
-6,436
| -19% | -$185K | 0.01% | 261 |
|
2023
Q3 | $1.13M | Buy |
34,169
+8,857
| +35% | +$294K | 0.02% | 199 |
|
2023
Q2 | $928K | Sell |
25,312
-10,537
| -29% | -$386K | 0.01% | 243 |
|
2023
Q1 | $1.46M | Sell |
35,849
-16,274
| -31% | -$664K | 0.03% | 168 |
|
2022
Q4 | $2.67M | Buy |
52,123
+2,709
| +5% | +$139K | 0.05% | 120 |
|
2022
Q3 | $2.16M | Buy |
49,414
+7,601
| +18% | +$333K | 0.05% | 125 |
|
2022
Q2 | $2.19M | Buy |
41,813
+2,338
| +6% | +$123K | 0.05% | 120 |
|
2022
Q1 | $2.04M | Buy |
39,475
+17,910
| +83% | +$927K | 0.04% | 108 |
|
2021
Q4 | $1.27M | Buy |
21,565
+6,875
| +47% | +$406K | 0.02% | 130 |
|
2021
Q3 | $632K | Sell |
14,690
-386
| -3% | -$16.6K | 0.02% | 147 |
|
2021
Q2 | $590K | Buy |
15,076
+163
| +1% | +$6.38K | 0.01% | 146 |
|
2021
Q1 | $540K | Sell |
14,913
-677
| -4% | -$24.5K | 0.02% | 142 |
|
2020
Q4 | $574K | Sell |
15,590
-909
| -6% | -$33.5K | 0.02% | 126 |
|
2020
Q3 | $574K | Sell |
16,499
-1,076
| -6% | -$37.4K | 0.02% | 125 |
|
2020
Q2 | $545K | Buy |
+17,575
| New | +$545K | 0.03% | 125 |
|