McElhenny Sheffield Capital 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 | $402K | Sell |
16,597
-2
| -0% | -$48 | 0.11% | 72 |
|
|
2025
Q1 | $421K | Sell |
16,599
-1,032
| -6% | -$26.2K | 0.16% | 68 |
|
|
2024
Q4 | $468K | Buy |
17,631
+1,114
| +7% | +$29.6K | 0.16% | 56 |
|
|
2024
Q3 | $478K | Buy |
16,517
+20
| +0.1% | +$579 | 0.16% | 60 |
|
|
2024
Q2 | $462K | Sell |
16,497
-2
| -0% | -$56 | 0.16% | 60 |
|
|
2024
Q1 | $458K | Hold |
16,499
| – | – | 0.16% | 59 |
|
|
2023
Q4 | $475K | Hold |
16,499
| – | – | 0.19% | 53 |
|
|
2023
Q3 | $547K | Hold |
16,499
| – | – | 0.28% | 43 |
|
|
2023
Q2 | $605K | Sell |
16,499
-32
| -0.2% | -$1.17K | 0.26% | 46 |
|
|
2023
Q1 | $674K | Buy |
16,531
+203
| +1% | +$8.28K | 0.36% | 52 |
|
|
2022
Q4 | $837K | Sell |
16,328
-26
| -0.2% | -$1.33K | 0.39% | 33 |
|
|
2022
Q3 | $716K | Hold |
16,354
| – | – | 0.55% | 37 |
|
|
2022
Q2 | $857K | Sell |
16,354
-20
| -0.1% | -$1.05K | 0.4% | 31 |
|
|
2022
Q1 | $848K | Buy |
16,374
+11
| +0.1% | +$570 | 0.3% | 47 |
|
|
2021
Q4 | $966K | Sell |
16,363
-539
| -3% | -$31.8K | 0.36% | 40 |
|
|
2021
Q3 | $727K | Buy |
+16,902
| New | +$727K | 0.33% | 48 |
|