Red Door 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 | $213K | Buy |
+8,772
| New | +$213K | 0.03% | 252 |
|
|
2024
Q4 | – | Sell |
-163,770
| Closed | -$4.74M | – | 237 |
|
|
2024
Q3 | $4.74M | Buy |
163,770
+8,001
| +5% | +$232K | 0.79% | 41 |
|
|
2024
Q2 | $4.36M | Buy |
155,769
+10,965
| +8% | +$307K | 0.77% | 42 |
|
|
2024
Q1 | $4.02M | Buy |
144,804
+2,674
| +2% | +$74.2K | 0.77% | 41 |
|
|
2023
Q4 | $4.09M | Buy |
142,130
+4,114
| +3% | +$118K | 0.89% | 40 |
|
|
2023
Q3 | $4.58M | Buy |
138,016
+8,743
| +7% | +$290K | 1.14% | 29 |
|
|
2023
Q2 | $4.74M | Buy |
129,273
+5,582
| +5% | +$205K | 1.05% | 30 |
|
|
2023
Q1 | $5.05M | Buy |
123,691
+1,327
| +1% | +$54.1K | 1.58% | 21 |
|
|
2022
Q4 | $6.27M | Buy |
122,364
+6,688
| +6% | +$343K | 2.06% | 11 |
|
|
2022
Q3 | $5.06M | Buy |
115,676
+3,493
| +3% | +$153K | 1.92% | 12 |
|
|
2022
Q2 | $5.88M | Buy |
112,183
+2,563
| +2% | +$134K | 2.18% | 9 |
|
|
2022
Q1 | $5.68M | Buy |
109,620
+8,694
| +9% | +$450K | 1.9% | 10 |
|
|
2021
Q4 | $5.96M | Buy |
100,926
+3,552
| +4% | +$210K | 1.95% | 9 |
|
|
2021
Q3 | $4.19M | Buy |
97,374
+10,876
| +13% | +$468K | 1.6% | 16 |
|
|
2021
Q2 | $3.39M | Buy |
86,498
+10,114
| +13% | +$396K | 1.32% | 18 |
|
|
2021
Q1 | $2.77M | Buy |
76,384
+7,411
| +11% | +$269K | 1.41% | 24 |
|
|
2020
Q4 | $2.54M | Sell |
68,973
-1,083
| -2% | -$39.9K | 1.5% | 18 |
|
|
2020
Q3 | $2.44M | Buy |
70,056
+1,148
| +2% | +$40K | 1.8% | 15 |
|
|
2020
Q2 | $2.14M | Buy |
68,908
+2,798
| +4% | +$86.8K | 1.56% | 14 |
|
|
2020
Q1 | $2.05M | Buy |
66,110
+10,041
| +18% | +$311K | 1.94% | 13 |
|
|
2019
Q4 | $2.12M | Buy |
+56,069
| New | +$2.12M | 1.89% | 13 |
|