Plan Group 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 | $1.58M | Buy |
65,045
+10,761
| +20% | +$261K | 0.52% | 65 |
|
|
2025
Q1 | $1.38M | Buy |
54,284
+18,495
| +52% | +$469K | 0.49% | 56 |
|
|
2024
Q4 | $949K | Buy |
35,789
+4,472
| +14% | +$119K | 0.5% | 49 |
|
|
2024
Q3 | $906K | Buy |
31,317
+3,289
| +12% | +$95.2K | 0.48% | 49 |
|
|
2024
Q2 | $784K | Buy |
28,028
+12,904
| +85% | +$361K | 0.48% | 47 |
|
|
2024
Q1 | $420K | Buy |
15,124
+5,339
| +55% | +$148K | 0.28% | 57 |
|
|
2023
Q4 | $282K | Sell |
9,785
-1,196
| -11% | -$34.4K | 0.25% | 55 |
|
|
2023
Q3 | $364K | Sell |
10,981
-4,328
| -28% | -$144K | 0.26% | 43 |
|
|
2023
Q2 | $549K | Buy |
+15,309
| New | +$549K | 0.46% | 34 |
|
|
2022
Q2 | $386K | Buy |
+7,364
| New | +$386K | 0.66% | 34 |
|