Principal Securities’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Buy |
107,082
+22,101
| +26% | +$536K | 0.05% | 338 |
|
|
2025
Q1 | $2.25M | Buy |
84,981
+292
| +0.3% | +$7.75K | 0.05% | 322 |
|
|
2024
Q4 | $2.25M | Buy |
84,689
+1,609
| +2% | +$42.7K | 0.05% | 322 |
|
|
2024
Q3 | $2.4M | Sell |
83,080
-899
| -1% | -$26K | 0.06% | 294 |
|
|
2024
Q2 | $2.35M | Buy |
83,979
+5,168
| +7% | +$145K | 0.06% | 271 |
|
|
2024
Q1 | $2.19M | Sell |
78,811
-4,298
| -5% | -$119K | 0.07% | 261 |
|
|
2023
Q4 | $2.39M | Buy |
+83,109
| New | +$2.39M | 0.09% | 221 |
|