Plato Investment Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.13M | Buy |
212,518
+23,646
| +13% | +$571K | 0.39% | 55 |
|
|
2025
Q1 | $4.84M | Sell |
188,872
-17,407
| -8% | -$446K | 0.41% | 50 |
|
|
2024
Q4 | $5.49M | Buy |
206,279
+47,834
| +30% | +$1.27M | 0.4% | 50 |
|
|
2024
Q3 | $4.58M | Buy |
158,445
+16,327
| +11% | +$472K | 0.37% | 59 |
|
|
2024
Q2 | $3.98M | Buy |
142,118
+9,091
| +7% | +$254K | 0.37% | 62 |
|
|
2024
Q1 | $3.69M | Buy |
133,027
+125,703
| +1,716% | +$3.49M | 0.38% | 68 |
|
|
2023
Q4 | $211K | Buy |
+7,324
| New | +$211K | 0.26% | 96 |
|