Menard Financial 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 | – | Sell |
-12,695
| Closed | -$290K | – | 102 |
|
|
2025
Q1 | $290K | Buy |
12,695
+12,305
| +3,155% | +$282K | 0.19% | 86 |
|
|
2024
Q4 | $10.3K | Buy |
+390
| New | +$10.3K | 0.01% | 230 |
|
|
2023
Q1 | – | Sell |
-4,240
| Closed | -$217K | – | 71 |
|
|
2022
Q4 | $217K | Buy |
+4,240
| New | +$217K | 0.52% | 62 |
|
|
2022
Q3 | – | Sell |
-4,233
| Closed | -$222K | – | 98 |
|
|
2022
Q2 | $222K | Hold |
4,233
| – | – | 0.36% | 81 |
|
|
2022
Q1 | $219K | Hold |
4,233
| – | – | 0.22% | 126 |
|
|
2021
Q4 | $250K | Buy |
+4,233
| New | +$250K | 0.2% | 129 |
|
|
2021
Q2 | – | Sell |
-12,020
| Closed | -$435K | – | 162 |
|
|
2021
Q1 | $435K | Sell |
12,020
-598
| -5% | -$21.6K | 0.47% | 58 |
|
|
2020
Q4 | $464K | Sell |
12,618
-2,192
| -15% | -$80.6K | 0.5% | 50 |
|
|
2020
Q3 | $516K | Sell |
14,810
-984
| -6% | -$34.3K | 0.6% | 42 |
|
|
2020
Q2 | $490K | Buy |
+15,794
| New | +$490K | 0.61% | 35 |
|
|
2020
Q1 | – | Sell |
-18,941
| Closed | -$704K | – | 92 |
|
|
2019
Q4 | $704K | Buy |
+18,941
| New | +$704K | 0.68% | 47 |
|