Mitchell & Pahl Private Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Sell |
8,396
-393
| -4% | -$9.53K | 0.09% | 144 |
|
|
2025
Q1 | $223K | Sell |
8,789
-105
| -1% | -$2.66K | 0.1% | 145 |
|
|
2024
Q4 | $236K | Sell |
8,894
-4,839
| -35% | -$128K | 0.11% | 143 |
|
|
2024
Q3 | $397K | Sell |
13,733
-2,489
| -15% | -$72K | 0.19% | 132 |
|
|
2024
Q2 | $454K | Sell |
16,222
-94
| -0.6% | -$2.63K | 0.24% | 125 |
|
|
2024
Q1 | $453K | Sell |
16,316
-1,994
| -11% | -$55.3K | 0.24% | 125 |
|
|
2023
Q4 | $527K | Sell |
18,310
-2,616
| -13% | -$75.3K | 0.3% | 117 |
|
|
2023
Q3 | $694K | Sell |
20,926
-617
| -3% | -$20.5K | 0.41% | 92 |
|
|
2023
Q2 | $790K | Sell |
21,543
-723
| -3% | -$26.5K | 0.48% | 76 |
|
|
2023
Q1 | $908K | Sell |
22,266
-1,546
| -6% | -$63.1K | 0.57% | 62 |
|
|
2022
Q4 | $1.22M | Sell |
23,812
-533
| -2% | -$27.3K | 0.8% | 44 |
|
|
2022
Q3 | $1.07M | Sell |
24,345
-1,425
| -6% | -$62.3K | 0.79% | 43 |
|
|
2022
Q2 | $1.35M | Sell |
25,770
-2,069
| -7% | -$108K | 0.94% | 29 |
|
|
2022
Q1 | $1.44M | Sell |
27,839
-1,121
| -4% | -$58K | 0.92% | 33 |
|
|
2021
Q4 | $1.71M | Buy |
28,960
+726
| +3% | +$42.9K | 1.1% | 25 |
|
|
2021
Q3 | $1.21M | Sell |
28,234
-137
| -0.5% | -$5.89K | 0.87% | 36 |
|
|
2021
Q2 | $1.11M | Sell |
28,371
-156
| -0.5% | -$6.11K | 0.79% | 44 |
|
|
2021
Q1 | $1.03M | Sell |
28,527
-600
| -2% | -$21.7K | 0.8% | 44 |
|
|
2020
Q4 | $1.07M | Buy |
+29,127
| New | +$1.07M | 0.9% | 37 |
|