RDFA
Ritter Daniher Financial Advisory’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
13,659
-650
| -5% | -$15.8K | 0.08% | 67 |
|
|
2025
Q1 | $363K | Sell |
14,309
-1,210
| -8% | -$30.7K | 0.1% | 62 |
|
|
2024
Q4 | $412K | Hold |
15,519
| – | – | 0.12% | 57 |
|
|
2024
Q3 | $449K | Hold |
15,519
| – | – | 0.13% | 52 |
|
|
2024
Q2 | $434K | Sell |
15,519
-1,210
| -7% | -$33.9K | 0.14% | 51 |
|
|
2024
Q1 | $464K | Sell |
16,729
-740
| -4% | -$20.5K | 0.15% | 49 |
|
|
2023
Q4 | $503K | Sell |
17,469
-1,800
| -9% | -$51.8K | 0.19% | 47 |
|
|
2023
Q3 | $639K | Sell |
19,269
-225
| -1% | -$7.46K | 0.27% | 37 |
|
|
2023
Q2 | $715K | Hold |
19,494
| – | – | 0.3% | 32 |
|
|
2023
Q1 | $795K | Buy |
19,494
+90
| +0.5% | +$3.67K | 0.35% | 30 |
|
|
2022
Q4 | $994K | Buy |
19,404
+10
| +0.1% | +$512 | 0.47% | 23 |
|
|
2022
Q3 | $849K | Hold |
19,394
| – | – | 0.61% | 22 |
|
|
2022
Q2 | $1.02M | Hold |
19,394
| – | – | 0.72% | 18 |
|
|
2022
Q1 | $1M | Hold |
19,394
| – | – | 0.69% | 19 |
|
|
2021
Q4 | $1.15M | Buy |
19,394
+1,265
| +7% | +$74.7K | 0.76% | 18 |
|
|
2021
Q3 | $780K | Hold |
18,129
| – | – | 0.57% | 19 |
|
|
2021
Q2 | $710K | Buy |
18,129
+4,845
| +36% | +$190K | 0.53% | 21 |
|
|
2021
Q1 | $481K | Buy |
13,284
+200
| +2% | +$7.24K | 0.38% | 28 |
|
|
2020
Q4 | $482K | Buy |
+13,084
| New | +$482K | 0.42% | 25 |
|