ORG
Optimist Retirement Group’s Pfizer PFE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.06M | Buy |
84,872
+935
| +1% | +$22.7K | 0.99% | 35 |
|
2025
Q1 | $2.13M | Buy |
83,937
+55,823
| +199% | +$1.41M | 1.06% | 33 |
|
2024
Q4 | $746K | Sell |
28,114
-46,223
| -62% | -$1.23M | 0.35% | 45 |
|
2024
Q3 | $2.15M | Buy |
74,337
+492
| +0.7% | +$14.2K | 0.97% | 35 |
|
2024
Q2 | $2.07M | Buy |
73,845
+8,195
| +12% | +$229K | 1.09% | 26 |
|
2024
Q1 | $1.82M | Buy |
65,650
+55,630
| +555% | +$1.54M | 0.94% | 30 |
|
2023
Q4 | $288K | Buy |
+10,020
| New | +$288K | 0.19% | 57 |
|