Planning Directions’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 |
-96,107
| Closed | -$2.44M | – | 103 |
|
|
2025
Q1 | $2.44M | Buy |
+96,107
| New | +$2.44M | 1.04% | 23 |
|
|
2023
Q3 | – | Sell |
-13,671
| Closed | -$501K | – | 67 |
|
|
2023
Q2 | $501K | Buy |
13,671
+1,029
| +8% | +$37.7K | 0.36% | 39 |
|
|
2023
Q1 | $516K | Sell |
12,642
-669
| -5% | -$27.3K | 0.38% | 39 |
|
|
2022
Q4 | $682K | Buy |
13,311
+85
| +0.6% | +$4.36K | 0.52% | 32 |
|
|
2022
Q3 | $579K | Buy |
13,226
+93
| +0.7% | +$4.07K | 0.47% | 33 |
|
|
2022
Q2 | $689K | Buy |
13,133
+82
| +0.6% | +$4.3K | 0.53% | 31 |
|
|
2022
Q1 | $676K | Buy |
13,051
+92
| +0.7% | +$4.77K | 0.47% | 31 |
|
|
2021
Q4 | $765K | Buy |
12,959
+78
| +0.6% | +$4.61K | 0.51% | 32 |
|
|
2021
Q3 | $554K | Buy |
12,881
+90
| +0.7% | +$3.87K | 0.4% | 38 |
|
|
2021
Q2 | $501K | Buy |
12,791
+279
| +2% | +$10.9K | 0.37% | 42 |
|
|
2021
Q1 | $453K | Buy |
12,512
+119
| +1% | +$4.31K | 0.36% | 42 |
|
|
2020
Q4 | $456K | Sell |
12,393
-336
| -3% | -$12.4K | 0.37% | 39 |
|
|
2020
Q3 | $443K | Buy |
+12,729
| New | +$443K | 0.39% | 37 |
|
|
2020
Q2 | – | Sell |
-37,079
| Closed | -$1.15M | – | 90 |
|
|
2020
Q1 | $1.15M | Buy |
+37,079
| New | +$1.15M | 1.61% | 16 |
|
|
2019
Q3 | – | Sell |
-10,489
| Closed | -$431K | – | 57 |
|
|
2019
Q2 | $431K | Buy |
10,489
+914
| +10% | +$37.6K | 0.44% | 37 |
|
|
2019
Q1 | $386K | Buy |
9,575
+272
| +3% | +$11K | 0.46% | 38 |
|
|
2018
Q4 | $385K | Buy |
9,303
+55
| +0.6% | +$2.28K | 0.48% | 36 |
|
|
2018
Q3 | $387K | Buy |
9,248
+59
| +0.6% | +$2.47K | 0.36% | 36 |
|
|
2018
Q2 | $316K | Buy |
9,189
+621
| +7% | +$21.4K | 0.31% | 41 |
|
|
2018
Q1 | $289K | Buy |
+8,568
| New | +$289K | 0.28% | 45 |
|