Retirement Planning Group (Kansas)’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 |
-10,629
| Closed | -$269K | – | 314 |
|
|
2025
Q1 | $269K | Sell |
10,629
-1,794
| -14% | -$45.5K | 0.01% | 261 |
|
|
2024
Q4 | $330K | Buy |
12,423
+208
| +2% | +$5.52K | 0.02% | 226 |
|
|
2024
Q3 | $354K | Buy |
+12,215
| New | +$354K | 0.02% | 205 |
|
|
2023
Q1 | – | Sell |
-4,200
| Closed | -$215K | – | 151 |
|
|
2022
Q4 | $215K | Buy |
+4,200
| New | +$215K | 0.02% | 129 |
|
|
2022
Q3 | – | Sell |
-4,330
| Closed | -$227K | – | 135 |
|
|
2022
Q2 | $227K | Sell |
4,330
-434
| -9% | -$22.8K | 0.03% | 103 |
|
|
2022
Q1 | $247K | Buy |
4,764
+557
| +13% | +$28.9K | 0.03% | 95 |
|
|
2021
Q4 | $248K | Buy |
+4,207
| New | +$248K | 0.02% | 95 |
|