Partners in Financial Planning’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Hold |
8,604
| – | – | 0.04% | 105 |
|
|
2025
Q1 | $218K | Sell |
8,604
-231
| -3% | -$5.85K | 0.04% | 98 |
|
|
2024
Q4 | $234K | Sell |
8,835
-926
| -9% | -$24.6K | 0.05% | 96 |
|
|
2024
Q3 | $282K | Buy |
9,761
+5
| +0.1% | +$145 | 0.06% | 90 |
|
|
2024
Q2 | $273K | Buy |
9,756
+6
| +0.1% | +$168 | 0.06% | 88 |
|
|
2024
Q1 | $271K | Buy |
9,750
+6
| +0.1% | +$166 | 0.06% | 88 |
|
|
2023
Q4 | $281K | Buy |
9,744
+1,807
| +23% | +$52K | 0.07% | 85 |
|
|
2023
Q3 | $263K | Buy |
7,937
+926
| +13% | +$30.7K | 0.07% | 83 |
|
|
2023
Q2 | $257K | Hold |
7,011
| – | – | 0.07% | 83 |
|
|
2023
Q1 | $286K | Hold |
7,011
| – | – | 0.08% | 76 |
|
|
2022
Q4 | $359K | Hold |
7,011
| – | – | 0.1% | 67 |
|
|
2022
Q3 | $338K | Hold |
7,011
| – | – | 0.1% | 68 |
|
|
2022
Q2 | $335K | Hold |
7,011
| – | – | 0.11% | 71 |
|
|
2022
Q1 | $337K | Hold |
7,011
| – | – | 0.11% | 66 |
|
|
2021
Q4 | $356K | Sell |
7,011
-862
| -11% | -$43.8K | 0.11% | 63 |
|
|
2021
Q3 | $339K | Hold |
7,873
| – | – | 0.11% | 67 |
|
|
2021
Q2 | $308K | Buy |
+7,873
| New | +$308K | 0.1% | 69 |
|