Ranch Capital Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
12,789
-515
| -4% | -$12.5K | 0.13% | 121 |
|
|
2025
Q1 | $337K | Buy |
13,304
+325
| +3% | +$8.24K | 0.16% | 116 |
|
|
2024
Q4 | $344K | Sell |
12,979
-447
| -3% | -$11.9K | 0.16% | 115 |
|
|
2024
Q3 | $389K | Buy |
13,426
+468
| +4% | +$13.5K | 0.18% | 110 |
|
|
2024
Q2 | $363K | Sell |
12,958
-310
| -2% | -$8.67K | 0.19% | 113 |
|
|
2024
Q1 | $368K | Sell |
13,268
-648
| -5% | -$18K | 0.2% | 113 |
|
|
2023
Q4 | $401K | Sell |
13,916
-521
| -4% | -$15K | 0.25% | 107 |
|
|
2023
Q3 | $479K | Sell |
14,437
-1,163
| -7% | -$38.6K | 0.34% | 89 |
|
|
2023
Q2 | $572K | Sell |
15,600
-787
| -5% | -$28.9K | 0.4% | 79 |
|
|
2023
Q1 | $669K | Sell |
16,387
-3,180
| -16% | -$130K | 0.49% | 64 |
|
|
2022
Q4 | $1M | Sell |
19,567
-232
| -1% | -$11.9K | 0.78% | 37 |
|
|
2022
Q3 | $866K | Sell |
19,799
-897
| -4% | -$39.2K | 0.71% | 45 |
|
|
2022
Q2 | $1.09M | Sell |
20,696
-87
| -0.4% | -$4.56K | 0.83% | 40 |
|
|
2022
Q1 | $1.08M | Sell |
20,783
-990
| -5% | -$51.3K | 0.71% | 42 |
|
|
2021
Q4 | $1.29M | Sell |
21,773
-282
| -1% | -$16.7K | 0.84% | 38 |
|
|
2021
Q3 | $949K | Sell |
22,055
-468
| -2% | -$20.1K | 0.59% | 48 |
|
|
2021
Q2 | $882K | Buy |
22,523
+123
| +0.5% | +$4.82K | 0.53% | 57 |
|
|
2021
Q1 | $811K | Sell |
22,400
-1,397
| -6% | -$50.6K | 0.54% | 56 |
|
|
2020
Q4 | $875K | Sell |
23,797
-369
| -2% | -$13.6K | 0.63% | 43 |
|
|
2020
Q3 | $858K | Sell |
24,166
-469
| -2% | -$16.7K | 0.69% | 36 |
|
|
2020
Q2 | $897K | Sell |
24,635
-509
| -2% | -$18.5K | 0.7% | 35 |
|
|
2020
Q1 | $778K | Sell |
25,144
-2,742
| -10% | -$84.8K | 0.77% | 26 |
|
|
2019
Q4 | $1.04M | Sell |
27,886
-2,483
| -8% | -$92.3K | 0.84% | 19 |
|
|
2019
Q3 | $1.04M | Buy |
+30,369
| New | +$1.04M | 1.11% | 16 |
|