Roble Belko & Company’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Hold |
5,661
| – | – | 0.02% | 126 |
|
|
2025
Q1 | $143K | Sell |
5,661
-140
| -2% | -$3.54K | 0.02% | 118 |
|
|
2024
Q4 | $154K | Buy |
5,801
+1,926
| +50% | +$51.1K | 0.02% | 117 |
|
|
2024
Q3 | $112K | Hold |
3,875
| – | – | 0.02% | 127 |
|
|
2024
Q2 | $108K | Sell |
3,875
-535
| -12% | -$14.9K | 0.02% | 131 |
|
|
2024
Q1 | $122K | Sell |
4,410
-142
| -3% | -$3.93K | 0.02% | 128 |
|
|
2023
Q4 | $131K | Sell |
4,552
-700
| -13% | -$20.1K | 0.02% | 112 |
|
|
2023
Q3 | $174K | Sell |
5,252
-577
| -10% | -$19.1K | 0.04% | 91 |
|
|
2023
Q2 | $214K | Sell |
5,829
-5,993
| -51% | -$220K | 0.04% | 84 |
|
|
2023
Q1 | $482K | Sell |
11,822
-6,012
| -34% | -$245K | 0.1% | 62 |
|
|
2022
Q4 | $914K | Buy |
17,834
+411
| +2% | +$21.1K | 0.19% | 52 |
|
|
2022
Q3 | $762K | Hold |
17,423
| – | – | 0.19% | 50 |
|
|
2022
Q2 | $913K | Sell |
17,423
-133
| -0.8% | -$6.97K | 0.21% | 48 |
|
|
2022
Q1 | $909K | Buy |
17,556
+141
| +0.8% | +$7.3K | 0.17% | 48 |
|
|
2021
Q4 | $1.03M | Sell |
17,415
-1,964
| -10% | -$116K | 0.19% | 43 |
|
|
2021
Q3 | $833K | Buy |
19,379
+505
| +3% | +$21.7K | 0.17% | 45 |
|
|
2021
Q2 | $739K | Hold |
18,874
| – | – | 0.17% | 50 |
|
|
2021
Q1 | $684K | Buy |
18,874
+3,200
| +20% | +$116K | 0.17% | 48 |
|
|
2020
Q4 | $577K | Sell |
15,674
-846
| -5% | -$31.1K | 0.15% | 49 |
|
|
2020
Q3 | $575K | Sell |
16,520
-41,417
| -71% | -$1.44M | 0.17% | 48 |
|
|
2020
Q2 | $1.8M | Sell |
57,937
-3,273
| -5% | -$102K | 0.54% | 34 |
|
|
2020
Q1 | $1.9M | Buy |
61,210
+33,654
| +122% | +$1.04M | 0.61% | 34 |
|
|
2019
Q4 | $1.02M | Hold |
27,556
| – | – | 0.28% | 43 |
|
|
2019
Q3 | $939K | Buy |
27,556
+6,026
| +28% | +$205K | 0.28% | 42 |
|
|
2019
Q2 | $885K | Buy |
21,530
+3,953
| +22% | +$162K | 0.27% | 40 |
|
|
2019
Q1 | $708K | Buy |
17,577
+365
| +2% | +$14.7K | 0.24% | 40 |
|
|
2018
Q4 | $713K | Buy |
17,212
+16,886
| +5,180% | +$699K | 0.27% | 41 |
|
|
2018
Q3 | $14K | Hold |
326
| – | – | 0.01% | 189 |
|
|
2018
Q2 | $11K | Hold |
326
| – | – | ﹤0.01% | 216 |
|
|
2018
Q1 | $11K | Sell |
326
-2,083
| -86% | -$70.3K | ﹤0.01% | 222 |
|
|
2017
Q4 | $83K | Hold |
2,409
| – | – | 0.03% | 89 |
|
|
2017
Q3 | $82K | Sell |
2,409
-865
| -26% | -$29.4K | 0.04% | 78 |
|
|
2017
Q2 | $104K | Sell |
3,274
-945
| -22% | -$30K | 0.05% | 69 |
|
|
2017
Q1 | $137K | Buy |
4,219
+15
| +0.4% | +$487 | 0.07% | 61 |
|
|
2016
Q4 | $130K | Buy |
4,204
+684
| +19% | +$21.2K | 0.07% | 61 |
|
|
2016
Q3 | $113K | Hold |
3,520
| – | – | 0.06% | 69 |
|
|
2016
Q2 | $118K | Hold |
3,520
| – | – | 0.07% | 66 |
|
|
2016
Q1 | $99K | Buy |
3,520
+864
| +33% | +$24.3K | 0.06% | 66 |
|
|
2015
Q4 | $81K | Buy |
2,656
+2,553
| +2,479% | +$77.9K | 0.05% | 67 |
|
|
2015
Q3 | $3K | Hold |
103
| – | – | ﹤0.01% | 177 |
|
|
2015
Q2 | $3K | Hold |
103
| – | – | ﹤0.01% | 201 |
|
|
2015
Q1 | $3K | Buy |
+103
| New | +$3K | ﹤0.01% | 210 |
|