McClarren Financial Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,977
| Closed | -$134K | – | 231 |
|
|
2025
Q1 | $134K | Buy |
+4,977
| New | +$134K | 0.09% | 88 |
|
|
2024
Q4 | – | Sell |
-4,838
| Closed | -$151 | – | 283 |
|
|
2024
Q3 | $151 | Buy |
4,838
+4,643
| +2,381% | +$145 | 0.02% | 85 |
|
|
2024
Q2 | $137K | Sell |
195
-5,025
| -96% | -$3.53M | 0.1% | 88 |
|
|
2024
Q1 | $145K | Buy |
5,220
+81
| +2% | +$2.25K | 0.1% | 85 |
|
|
2023
Q4 | $148K | Buy |
5,139
+69
| +1% | +$1.99K | 0.11% | 85 |
|
|
2023
Q3 | $167K | Sell |
5,070
-97
| -2% | -$3.2K | 0.15% | 72 |
|
|
2023
Q2 | $189K | Buy |
5,167
+35
| +0.7% | +$1.28K | 0.16% | 70 |
|
|
2023
Q1 | $205K | Buy |
5,132
+45
| +0.9% | +$1.8K | 0.19% | 63 |
|
|
2022
Q4 | $260K | Buy |
5,087
+405
| +9% | +$20.7K | 0.25% | 57 |
|
|
2022
Q3 | $204K | Buy |
+4,682
| New | +$204K | 0.2% | 62 |
|
|
2022
Q2 | – | Sell |
-4,756
| Closed | -$244K | – | 195 |
|
|
2022
Q1 | $244K | Buy |
4,756
+32
| +0.7% | +$1.64K | 0.18% | 53 |
|
|
2021
Q4 | $279K | Buy |
4,724
+38
| +0.8% | +$2.24K | 0.19% | 52 |
|
|
2021
Q3 | $201K | Buy |
4,686
+37
| +0.8% | +$1.59K | 0.16% | 52 |
|
|
2021
Q2 | $181K | Sell |
4,649
-49
| -1% | -$1.91K | 0.15% | 54 |
|
|
2021
Q1 | $171K | Buy |
4,698
+50
| +1% | +$1.82K | 0.15% | 53 |
|
|
2020
Q4 | $170K | Buy |
+4,648
| New | +$170K | 0.16% | 51 |
|