Oak Harbor Wealth Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
66,114
-728
| -1% | -$17.6K | 0.43% | 57 |
|
|
2025
Q1 | $1.69M | Buy |
66,842
+1,050
| +2% | +$26.6K | 0.48% | 51 |
|
|
2024
Q4 | $1.75M | Sell |
65,792
-8,036
| -11% | -$213K | 0.51% | 51 |
|
|
2024
Q3 | $2.14M | Buy |
73,828
+2,375
| +3% | +$68.7K | 0.61% | 42 |
|
|
2024
Q2 | $2M | Buy |
71,453
+549
| +0.8% | +$15.4K | 0.63% | 43 |
|
|
2024
Q1 | $1.97M | Buy |
70,904
+11
| +0% | +$305 | 0.61% | 46 |
|
|
2023
Q4 | $2.04M | Buy |
70,893
+1,306
| +2% | +$37.6K | 0.69% | 42 |
|
|
2023
Q3 | $2.31M | Sell |
69,587
-1,292
| -2% | -$42.9K | 0.82% | 34 |
|
|
2023
Q2 | $2.6M | Buy |
70,879
+2
| +0% | +$73 | 0.89% | 32 |
|
|
2023
Q1 | $2.89M | Buy |
70,877
+404
| +0.6% | +$16.5K | 1.05% | 26 |
|
|
2022
Q4 | $3.61M | Buy |
70,473
+102
| +0.1% | +$5.23K | 1.38% | 21 |
|
|
2022
Q3 | $3.08M | Buy |
70,371
+204
| +0.3% | +$8.93K | 1.21% | 22 |
|
|
2022
Q2 | $3.68M | Sell |
70,167
-297
| -0.4% | -$15.6K | 1.47% | 19 |
|
|
2022
Q1 | $3.65M | Buy |
70,464
+203
| +0.3% | +$10.5K | 1.2% | 24 |
|
|
2021
Q4 | $4.15M | Buy |
+70,261
| New | +$4.15M | 1.43% | 17 |
|