Regatta Capital Group’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$336K Sell
11,949
-1,004
-8% -$26.7K 0.05% 161
2025
Q4
$323K Sell
12,953
-3,443
-21% -$86.8K 0.05% 161
2025
Q3
$418K Sell
16,396
-4,532
-22% -$112K 0.07% 150
2025
Q2
$507K Buy
20,928
+6,431
+44% +$150K 0.09% 138
2025
Q1
$367K Sell
14,497
-1,097
-7% -$28.7K 0.07% 146
2024
Q4
$414K Buy
15,594
+1,480
+10% +$40.1K 0.08% 129
2024
Q3
$408K Buy
14,114
+1,156
+9% +$33.7K 0.08% 136
2024
Q2
$363K Buy
12,958
+2,670
+26% +$73.5K 0.08% 139
2024
Q1
$285K Buy
+10,288
New +$285K 0.06% 153
2023
Q4
Sell
-7,613
Closed -$253K 176
2023
Q3
$253K Sell
7,613
-1,298
-15% -$45.9K 0.08% 142
2023
Q2
$327K Sell
8,911
-93
-1% -$3.62K 0.1% 133
2023
Q1
$461K Hold
9,004
0.16% 106
2022
Q4
$461K Buy
9,004
+1,939
+27% +$93K 0.16% 106
2022
Q3
$370K Buy
7,065
+925
+15% +$44.9K 0.15% 111
2022
Q2
$322K Sell
6,140
-399
-6% -$20.3K 0.15% 115
2022
Q1
$339K Sell
6,539
-602
-8% -$31.2K 0.12% 128
2021
Q4
$422K Buy
+7,141
New +$354K 0.15% 115

Other funds holding PFE