Retirement Planning Company of New England’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $672K | Buy |
27,736
+2,106
| +8% | +$51.1K | 0.3% | 96 |
|
2025
Q1 | $649K | Buy |
25,630
+935
| +4% | +$23.7K | 0.32% | 95 |
|
2024
Q4 | $655K | Buy |
24,695
+779
| +3% | +$20.7K | 0.32% | 93 |
|
2024
Q3 | $692K | Sell |
23,916
-395
| -2% | -$11.4K | 0.34% | 88 |
|
2024
Q2 | $680K | Sell |
24,311
-10
| -0% | -$280 | 0.37% | 80 |
|
2024
Q1 | $675K | Sell |
24,321
-10,198
| -30% | -$283K | 0.37% | 85 |
|
2023
Q4 | $994K | Buy |
34,519
+1,034
| +3% | +$29.8K | 0.45% | 67 |
|
2023
Q3 | $1.11M | Buy |
33,485
+9,942
| +42% | +$330K | 0.62% | 48 |
|
2023
Q2 | $864K | Buy |
23,543
+603
| +3% | +$22.1K | 0.5% | 63 |
|
2023
Q1 | $936K | Sell |
22,940
-302
| -1% | -$12.3K | 0.57% | 55 |
|
2022
Q4 | $1.19M | Buy |
23,242
+571
| +3% | +$29.3K | 0.78% | 34 |
|
2022
Q3 | $992K | Buy |
22,671
+256
| +1% | +$11.2K | 0.72% | 37 |
|
2022
Q2 | $1.18M | Sell |
22,415
-33
| -0.1% | -$1.73K | 0.8% | 32 |
|
2022
Q1 | $1.16M | Buy |
22,448
+40
| +0.2% | +$2.07K | 0.66% | 40 |
|
2021
Q4 | $1.32M | Buy |
+22,408
| New | +$1.32M | 0.64% | 34 |
|