Parcion 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 | $488K | Sell |
20,145
-3,770
| -16% | -$91.4K | 0.03% | 178 |
|
|
2025
Q1 | $606K | Buy |
23,915
+5,287
| +28% | +$134K | 0.05% | 154 |
|
|
2024
Q4 | $494K | Buy |
18,628
+1,493
| +9% | +$39.6K | 0.04% | 160 |
|
|
2024
Q3 | $496K | Sell |
17,135
-410
| -2% | -$11.9K | 0.04% | 156 |
|
|
2024
Q2 | $491K | Sell |
17,545
-1,858
| -10% | -$52K | 0.04% | 138 |
|
|
2024
Q1 | $538K | Sell |
19,403
-32
| -0.2% | -$888 | 0.05% | 131 |
|
|
2023
Q4 | $560K | Sell |
19,435
-100
| -0.5% | -$2.88K | 0.05% | 131 |
|
|
2023
Q3 | $648K | Sell |
19,535
-376
| -2% | -$12.5K | 0.07% | 122 |
|
|
2023
Q2 | $730K | Sell |
19,911
-3,449
| -15% | -$127K | 0.07% | 117 |
|
|
2023
Q1 | $953K | Buy |
23,360
+332
| +1% | +$13.5K | 0.1% | 109 |
|
|
2022
Q4 | $1.18M | Hold |
23,028
| – | – | 0.13% | 102 |
|
|
2022
Q3 | $1.01M | Sell |
23,028
-737
| -3% | -$32.3K | 0.11% | 116 |
|
|
2022
Q2 | $1.22M | Buy |
23,765
+1,035
| +5% | +$53K | 0.12% | 118 |
|
|
2022
Q1 | $1.21M | Sell |
22,730
-618
| -3% | -$32.8K | 0.11% | 102 |
|
|
2021
Q4 | $1.29M | Sell |
23,348
-586
| -2% | -$32.3K | 0.12% | 98 |
|
|
2021
Q3 | $994K | Buy |
23,934
+630
| +3% | +$26.2K | 0.09% | 114 |
|
|
2021
Q2 | $913K | Hold |
23,304
| – | – | 0.09% | 116 |
|
|
2021
Q1 | $844K | Buy |
23,304
+1,508
| +7% | +$54.6K | 0.1% | 116 |
|
|
2020
Q4 | $802K | Sell |
21,796
-1,154
| -5% | -$42.5K | 0.11% | 108 |
|
|
2020
Q3 | $792K | Buy |
22,950
+349
| +2% | +$12K | 0.12% | 109 |
|
|
2020
Q2 | $740K | Hold |
22,601
| – | – | 0.13% | 102 |
|
|
2020
Q1 | $700K | Buy |
22,601
+267
| +1% | +$8.27K | 0.19% | 81 |
|
|
2019
Q4 | $830K | Buy |
+22,334
| New | +$830K | 0.18% | 83 |
|