PCS
Personal CFO Solutions’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
67,760
-17,404
| -20% | -$422K | 0.3% | 60 |
|
|
2025
Q1 | $2.16M | Buy |
85,164
+60
| +0.1% | +$1.52K | 0.44% | 44 |
|
|
2024
Q4 | $2.26M | Sell |
85,104
-3,726
| -4% | -$98.9K | 0.44% | 42 |
|
|
2024
Q3 | $2.57M | Sell |
88,830
-7,763
| -8% | -$225K | 0.36% | 55 |
|
|
2024
Q2 | $2.7M | Buy |
96,593
+20,764
| +27% | +$581K | 0.42% | 48 |
|
|
2024
Q1 | $2.1M | Buy |
75,829
+1,711
| +2% | +$47.5K | 0.33% | 59 |
|
|
2023
Q4 | $2.13M | Buy |
74,118
+5,545
| +8% | +$160K | 0.37% | 51 |
|
|
2023
Q3 | $2.27M | Sell |
68,573
-1,136
| -2% | -$37.7K | 0.45% | 47 |
|
|
2023
Q2 | $2.56M | Sell |
69,709
-1,024
| -1% | -$37.6K | 0.52% | 36 |
|
|
2023
Q1 | $2.89M | Buy |
70,733
+2,270
| +3% | +$92.6K | 0.6% | 32 |
|
|
2022
Q4 | $3.51M | Buy |
68,463
+11,009
| +19% | +$564K | 0.74% | 30 |
|
|
2022
Q3 | $2.51M | Sell |
57,454
-30,990
| -35% | -$1.36M | 0.63% | 33 |
|
|
2022
Q2 | $4.64M | Sell |
88,444
-3,439
| -4% | -$180K | 1.09% | 19 |
|
|
2022
Q1 | $4.76M | Buy |
91,883
+5,031
| +6% | +$260K | 0.94% | 22 |
|
|
2021
Q4 | $5.13M | Buy |
86,852
+44,984
| +107% | +$2.66M | 0.96% | 20 |
|
|
2021
Q3 | $1.8M | Buy |
41,868
+5,989
| +17% | +$258K | 0.37% | 51 |
|
|
2021
Q2 | $1.41M | Sell |
35,879
-1,282
| -3% | -$50.2K | 0.29% | 70 |
|
|
2021
Q1 | $1.35M | Buy |
37,161
+10,167
| +38% | +$368K | 0.29% | 68 |
|
|
2020
Q4 | $994K | Sell |
26,994
-3,411
| -11% | -$186K | 0.25% | 96 |
|
|
2020
Q3 | $1K | Buy |
30,405
+9,235
| +44% | +$304 | 0.33% | 106 |
|
|
2020
Q2 | $692K | Buy |
21,170
+8,302
| +65% | +$271K | 0.2% | 100 |
|
|
2020
Q1 | $420K | Buy |
12,868
+1,454
| +13% | +$47.5K | 0.15% | 137 |
|
|
2019
Q4 | $448K | Sell |
11,414
-2,311
| -17% | -$90.7K | 0.13% | 162 |
|
|
2019
Q3 | $598K | Buy |
+13,725
| New | +$598K | 0.24% | 104 |
|