Northern 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 | $215K | Sell |
8,857
-563
| -6% | -$13.6K | 0.16% | 103 |
|
|
2025
Q1 | $239K | Sell |
9,420
-3,890
| -29% | -$98.6K | 0.2% | 98 |
|
|
2024
Q4 | $353K | Buy |
+13,310
| New | +$353K | 0.28% | 85 |
|
|
2023
Q4 | – | Sell |
-8,208
| Closed | -$272K | – | 121 |
|
|
2023
Q3 | $272K | Sell |
8,208
-11,741
| -59% | -$389K | 0.25% | 98 |
|
|
2023
Q2 | $732K | Sell |
19,949
-2,200
| -10% | -$80.7K | 0.64% | 49 |
|
|
2023
Q1 | $904K | Buy |
22,149
+2,375
| +12% | +$96.9K | 0.85% | 39 |
|
|
2022
Q4 | $1.01M | Buy |
+19,774
| New | +$1.01M | 1.15% | 30 |
|