Omnia Family 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 | $245K | Buy |
10,119
+1,839
| +22% | +$44.6K | 0.09% | 79 |
|
|
2025
Q1 | $210K | Buy |
+8,280
| New | +$210K | 0.09% | 85 |
|
|
2024
Q4 | – | Sell |
-8,008
| Closed | -$232K | – | 82 |
|
|
2024
Q3 | $232K | Buy |
8,008
+591
| +8% | +$17.1K | 0.1% | 72 |
|
|
2024
Q2 | $208K | Sell |
7,417
-728
| -9% | -$20.4K | 0.09% | 78 |
|
|
2024
Q1 | $226K | Buy |
+8,145
| New | +$226K | 0.11% | 66 |
|
|
2023
Q4 | – | Sell |
-6,812
| Closed | -$226K | – | 69 |
|
|
2023
Q3 | $226K | Sell |
6,812
-6,214
| -48% | -$206K | 0.14% | 59 |
|
|
2023
Q2 | $478K | Hold |
13,026
| – | – | 0.32% | 36 |
|
|
2023
Q1 | $531K | Sell |
13,026
-200
| -2% | -$8.16K | 0.41% | 28 |
|
|
2022
Q4 | $678K | Sell |
13,226
-912
| -6% | -$46.7K | 0.55% | 23 |
|
|
2022
Q3 | $619K | Hold |
14,138
| – | – | 0.51% | 23 |
|
|
2022
Q2 | $741K | Sell |
14,138
-17
| -0.1% | -$891 | 0.55% | 25 |
|
|
2022
Q1 | $733K | Buy |
14,155
+1
| +0% | +$52 | 0.49% | 26 |
|
|
2021
Q4 | $836K | Buy |
14,154
+1
| +0% | +$59 | 0.51% | 28 |
|
|
2021
Q3 | $609K | Sell |
14,153
-97
| -0.7% | -$4.17K | 0.42% | 33 |
|
|
2021
Q2 | $558K | Buy |
14,250
+5
| +0% | +$196 | 0.36% | 32 |
|
|
2021
Q1 | $516K | Sell |
14,245
-4,030
| -22% | -$146K | 0.38% | 32 |
|
|
2020
Q4 | $673K | Sell |
18,275
-1,861
| -9% | -$68.5K | 0.61% | 29 |
|
|
2020
Q3 | $701K | Sell |
20,136
-595
| -3% | -$20.7K | 0.67% | 26 |
|
|
2020
Q2 | $643K | Buy |
20,731
+89
| +0.4% | +$2.76K | 0.63% | 28 |
|
|
2020
Q1 | $639K | Buy |
20,642
+652
| +3% | +$20.2K | 0.66% | 28 |
|
|
2019
Q4 | $743K | Sell |
19,990
-1,703
| -8% | -$63.3K | 0.34% | 39 |
|
|
2019
Q3 | $739K | Sell |
21,693
-5,370
| -20% | -$183K | 0.54% | 31 |
|
|
2019
Q2 | $1.11M | Sell |
27,063
-1,216
| -4% | -$50K | 0.56% | 24 |
|
|
2019
Q1 | $1.14M | Sell |
28,279
-5,633
| -17% | -$227K | 0.56% | 23 |
|
|
2018
Q4 | $1.4M | Buy |
33,912
+224
| +0.7% | +$9.27K | 0.76% | 20 |
|
|
2018
Q3 | $1.41M | Buy |
33,688
+1
| +0% | +$42 | 0.65% | 18 |
|
|
2018
Q2 | $1.16M | Buy |
33,687
+4,528
| +16% | +$156K | 0.54% | 23 |
|
|
2018
Q1 | $982K | Sell |
29,159
-122
| -0.4% | -$4.11K | 0.45% | 25 |
|
|
2017
Q4 | $1.01M | Buy |
29,281
+533
| +2% | +$18.3K | 0.46% | 23 |
|
|
2017
Q3 | $974K | Sell |
28,748
-387
| -1% | -$13.1K | 0.47% | 22 |
|
|
2017
Q2 | $929K | Sell |
29,135
-349
| -1% | -$11.1K | 0.44% | 22 |
|
|
2017
Q1 | $957K | Sell |
29,484
-1,477
| -5% | -$47.9K | 0.46% | 23 |
|
|
2016
Q4 | $954K | Buy |
+30,961
| New | +$954K | 0.47% | 24 |
|