Quaker Wealth 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 | $96.3K | Buy |
+3,971
| New | +$96.3K | 0.03% | 109 |
|
2025
Q1 | – | Hold |
0
| – | – | – | 602 |
|
2023
Q1 | – | Sell |
-4,170
| Closed | -$214K | – | 50 |
|
2022
Q4 | $214K | Sell |
4,170
-1,996
| -32% | -$102K | 0.11% | 36 |
|
2022
Q3 | $270K | Sell |
6,166
-433
| -7% | -$19K | 0.14% | 33 |
|
2022
Q2 | $346K | Buy |
6,599
+33
| +0.5% | +$1.73K | 0.17% | 29 |
|
2022
Q1 | $340K | Buy |
6,566
+533
| +9% | +$27.6K | 0.15% | 33 |
|
2021
Q4 | $356K | Buy |
+6,033
| New | +$356K | 0.15% | 34 |
|
2021
Q1 | $244K | Sell |
6,741
-5,799
| -46% | -$210K | 0.11% | 46 |
|
2020
Q4 | $462K | Buy |
12,540
+3,872
| +45% | +$143K | 0.24% | 31 |
|
2020
Q3 | $302K | Buy |
+8,668
| New | +$302K | 0.16% | 37 |
|
2020
Q1 | – | Sell |
-5,430
| Closed | -$202K | – | 49 |
|
2019
Q4 | $202K | Buy |
+5,430
| New | +$202K | 0.12% | 47 |
|