Petix & Botte Financial’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,068
| Closed | -$230K | – | 131 |
|
|
2025
Q1 | $230K | Hold |
9,068
| – | – | 0.06% | 120 |
|
|
2024
Q4 | $241K | Sell |
9,068
-1,260
| -12% | -$33.4K | 0.06% | 117 |
|
|
2024
Q3 | $299K | Hold |
10,328
| – | – | 0.08% | 97 |
|
|
2024
Q2 | $289K | Buy |
+10,328
| New | +$289K | 0.08% | 99 |
|
|
2024
Q1 | – | Sell |
-10,424
| Closed | -$300K | – | 156 |
|
|
2023
Q4 | $300K | Buy |
10,424
+96
| +0.9% | +$2.76K | 0.09% | 97 |
|
|
2023
Q3 | $343K | Hold |
10,328
| – | – | 0.11% | 88 |
|
|
2023
Q2 | $379K | Buy |
10,328
+5,164
| +100% | +$189K | 0.12% | 84 |
|
|
2023
Q1 | $211K | Buy |
+5,164
| New | +$211K | 0.14% | 72 |
|
|
2022
Q3 | $226K | Hold |
5,164
| – | – | 0.17% | 66 |
|
|
2022
Q2 | $271K | Sell |
5,164
-5,164
| -50% | -$271K | 0.2% | 60 |
|
|
2022
Q1 | $535K | Buy |
10,328
+5,164
| +100% | +$268K | 0.17% | 63 |
|
|
2021
Q4 | $305K | Sell |
5,164
-5,164
| -50% | -$305K | 0.19% | 67 |
|
|
2021
Q3 | $444K | Buy |
10,328
+5,164
| +100% | +$222K | 0.15% | 69 |
|
|
2021
Q2 | $202K | Buy |
+5,164
| New | +$202K | 0.14% | 76 |
|
|
2020
Q3 | – | Sell |
-10,780
| Closed | -$169K | – | 88 |
|
|
2020
Q2 | $169K | Buy |
+10,780
| New | +$169K | 0.14% | 75 |
|
|
2020
Q1 | – | Sell |
-5,639
| Closed | -$212K | – | 76 |
|
|
2019
Q4 | $212K | Buy |
+5,639
| New | +$212K | 0.17% | 77 |
|