Realta Investment 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 | – | Sell |
-8,435
| Closed | -$214K | – | 324 |
|
|
2025
Q1 | $214K | Sell |
8,435
-6,407
| -43% | -$162K | 0.1% | 163 |
|
|
2024
Q4 | $395K | Buy |
14,842
+4,293
| +41% | +$114K | 0.16% | 122 |
|
|
2024
Q3 | $307K | Sell |
10,549
-17,179
| -62% | -$500K | 0.14% | 138 |
|
|
2024
Q2 | $776K | Sell |
27,728
-10,761
| -28% | -$301K | 0.15% | 151 |
|
|
2024
Q1 | $1.07M | Buy |
38,489
+62
| +0.2% | +$1.72K | 0.22% | 114 |
|
|
2023
Q4 | $1.11M | Sell |
38,427
-2,435
| -6% | -$70.1K | 0.25% | 99 |
|
|
2023
Q3 | $1.5M | Sell |
40,862
-4,170
| -9% | -$153K | 0.34% | 63 |
|
|
2023
Q2 | $1.65M | Buy |
45,032
+4,422
| +11% | +$162K | 0.36% | 57 |
|
|
2023
Q1 | $1.66M | Sell |
40,610
-2,885
| -7% | -$118K | 0.4% | 57 |
|
|
2022
Q4 | $2.23M | Sell |
43,495
-496
| -1% | -$25.4K | 0.54% | 34 |
|
|
2022
Q3 | $1.93M | Buy |
43,991
+900
| +2% | +$39.4K | 0.5% | 37 |
|
|
2022
Q2 | $2.25M | Buy |
43,091
+1,406
| +3% | +$73.5K | 0.55% | 32 |
|
|
2022
Q1 | $2.16M | Sell |
41,685
-2,393
| -5% | -$124K | 0.43% | 45 |
|
|
2021
Q4 | $2.6M | Sell |
44,078
-1,278
| -3% | -$75.5K | 0.57% | 31 |
|
|
2021
Q3 | $1.95M | Buy |
45,356
+537
| +1% | +$23.1K | 0.46% | 48 |
|
|
2021
Q2 | $1.76M | Sell |
44,819
-2,648
| -6% | -$104K | 0.42% | 54 |
|
|
2021
Q1 | $1.72M | Buy |
47,467
+5,260
| +12% | +$191K | 0.45% | 52 |
|
|
2020
Q4 | $1.55M | Sell |
42,207
-1,035
| -2% | -$38.1K | 0.44% | 52 |
|
|
2020
Q3 | $1.51M | Buy |
43,242
+10,272
| +31% | +$358K | 0.5% | 40 |
|
|
2020
Q2 | $1.02M | Buy |
32,970
+1,772
| +6% | +$55K | 0.34% | 64 |
|
|
2020
Q1 | $966K | Sell |
31,198
-5,425
| -15% | -$168K | 0.41% | 52 |
|
|
2019
Q4 | $1.35M | Buy |
36,623
+6,783
| +23% | +$249K | 0.37% | 48 |
|
|
2019
Q3 | $1.02M | Sell |
29,840
-2,441
| -8% | -$83.4K | 0.28% | 74 |
|
|
2019
Q2 | $1.32M | Buy |
32,281
+8,812
| +38% | +$360K | 0.37% | 48 |
|
|
2019
Q1 | $943K | Buy |
+23,469
| New | +$943K | 0.43% | 54 |
|