Pathstone Holdings’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Sell |
515,514
-335,425
| -39% | -$8.11M | 0.05% | 260 |
|
|
2025
Q1 | $21.5M | Buy |
850,939
+290,003
| +52% | +$7.33M | 0.09% | 160 |
|
|
2024
Q4 | $14.9M | Sell |
560,936
-85,935
| -13% | -$2.28M | 0.07% | 205 |
|
|
2024
Q3 | $18.7M | Buy |
646,871
+44,975
| +7% | +$1.3M | 0.08% | 174 |
|
|
2024
Q2 | $16.8M | Sell |
601,896
-31,550
| -5% | -$883K | 0.08% | 183 |
|
|
2024
Q1 | $17.6M | Buy |
633,446
+124,342
| +24% | +$3.45M | 0.08% | 171 |
|
|
2023
Q4 | $14.8M | Buy |
+509,104
| New | +$14.8M | 0.08% | 185 |
|