Oxler Private 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 | – | Sell |
-9,944
| Closed | -$252K | – | 87 |
|
|
2025
Q1 | $252K | Sell |
9,944
-165
| -2% | -$4.18K | 0.09% | 77 |
|
|
2024
Q4 | $268K | Sell |
10,109
-402
| -4% | -$10.7K | 0.09% | 76 |
|
|
2024
Q3 | $304K | Buy |
10,511
+59
| +0.6% | +$1.71K | 0.11% | 75 |
|
|
2024
Q2 | $292K | Buy |
10,452
+135
| +1% | +$3.78K | 0.11% | 72 |
|
|
2024
Q1 | $286K | Sell |
10,317
-148
| -1% | -$4.11K | 0.11% | 77 |
|
|
2023
Q4 | $301K | Sell |
10,465
-42,927
| -80% | -$1.24M | 0.25% | 56 |
|
|
2023
Q3 | $1.77M | Sell |
53,392
-7,152
| -12% | -$237K | 0.89% | 30 |
|
|
2023
Q2 | $2.22M | Buy |
60,544
+633
| +1% | +$23.2K | 1.06% | 27 |
|
|
2023
Q1 | $2.44M | Buy |
59,911
+35
| +0.1% | +$1.43K | 1.21% | 26 |
|
|
2022
Q4 | $3.07M | Sell |
59,876
-135
| -0.2% | -$6.92K | 1.65% | 20 |
|
|
2022
Q3 | $2.63M | Buy |
60,011
+500
| +0.8% | +$21.9K | 1.47% | 16 |
|
|
2022
Q2 | $3.12M | Buy |
59,511
+332
| +0.6% | +$17.4K | 1.5% | 19 |
|
|
2022
Q1 | $3.06M | Buy |
59,179
+505
| +0.9% | +$26.1K | 1.38% | 19 |
|
|
2021
Q4 | $3.46M | Buy |
58,674
+265
| +0.5% | +$15.6K | 1.44% | 15 |
|
|
2021
Q3 | $2.51M | Sell |
58,409
-166
| -0.3% | -$7.14K | 1.11% | 23 |
|
|
2021
Q2 | $2.29M | Buy |
58,575
+166
| +0.3% | +$6.5K | 1% | 27 |
|
|
2021
Q1 | $2.12M | Buy |
58,409
+49
| +0.1% | +$1.78K | 1.07% | 25 |
|
|
2020
Q4 | $2.15M | Buy |
+58,360
| New | +$2.15M | 1.21% | 23 |
|