Paladin Advisory Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.1K | Sell |
1,408
-448
| -24% | -$10.9K | 0.03% | 159 |
|
|
2025
Q1 | $47K | Sell |
1,856
-2,558
| -58% | -$64.8K | 0.04% | 151 |
|
|
2024
Q4 | $117K | Sell |
4,414
-449
| -9% | -$11.9K | 0.09% | 109 |
|
|
2024
Q3 | $141K | Hold |
4,863
| – | – | 0.1% | 100 |
|
|
2024
Q2 | $137K | Sell |
4,863
-865
| -15% | -$24.4K | 0.11% | 99 |
|
|
2024
Q1 | $159K | Sell |
5,728
-768
| -12% | -$21.3K | 0.13% | 92 |
|
|
2023
Q4 | $187K | Sell |
6,496
-4,898
| -43% | -$141K | 0.15% | 89 |
|
|
2023
Q3 | $378K | Sell |
11,394
-924
| -8% | -$30.6K | 0.32% | 58 |
|
|
2023
Q2 | $452K | Buy |
12,318
+39
| +0.3% | +$1.43K | 0.36% | 53 |
|
|
2023
Q1 | $501K | Buy |
+12,279
| New | +$501K | 0.42% | 48 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 174 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 175 |
|
|
2022
Q2 | – | Sell |
-12,314
| Closed | -$635K | – | 175 |
|
|
2022
Q1 | $635K | Buy |
+12,314
| New | +$635K | 0.52% | 48 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 170 |
|