Orion Capital Management’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.64K Hold
150
﹤0.01% 411
2025
Q1
$3.8K Sell
150
-21
-12% -$532 ﹤0.01% 412
2024
Q4
$4.54K Buy
+171
New +$4.54K ﹤0.01% 398
2024
Q3
Sell
-171
Closed -$4.79K 331
2024
Q2
$4.79K Hold
171
﹤0.01% 368
2024
Q1
$4.75K Sell
171
-1,790
-91% -$49.7K ﹤0.01% 414
2023
Q4
$56.5K Sell
1,961
-5,130
-72% -$148K 0.03% 220
2023
Q3
$235K Sell
7,091
-2,910
-29% -$96.5K 0.15% 104
2023
Q2
$367K Sell
10,001
-2,479
-20% -$90.9K 0.24% 85
2023
Q1
$509K Sell
12,480
-300
-2% -$12.2K 0.34% 58
2022
Q4
$655K Hold
12,780
0.48% 49
2022
Q3
$559K Buy
12,780
+3,010
+31% +$132K 0.45% 49
2022
Q2
$512K Buy
9,770
+1,000
+11% +$52.4K 0.4% 49
2022
Q1
$454K Buy
8,770
+2,380
+37% +$123K 0.27% 66
2021
Q4
$377K Buy
6,390
+490
+8% +$28.9K 0.21% 83
2021
Q3
$254K Hold
5,900
0.15% 99
2021
Q2
$231K Buy
5,900
+5,100
+638% +$200K 0.14% 102
2021
Q1
$29K Hold
800
0.02% 191
2020
Q4
$29K Buy
+800
New +$29K 0.02% 183