Sather Financial Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Hold |
9,795
| – | – | 0.01% | 101 |
|
|
2025
Q1 | $248K | Hold |
9,795
| – | – | 0.02% | 85 |
|
|
2024
Q4 | $260K | Hold |
9,795
| – | – | 0.02% | 79 |
|
|
2024
Q3 | $283K | Hold |
9,795
| – | – | 0.02% | 79 |
|
|
2024
Q2 | $274K | Sell |
9,795
-4,100
| -30% | -$115K | 0.02% | 73 |
|
|
2024
Q1 | $386K | Hold |
13,895
| – | – | 0.03% | 66 |
|
|
2023
Q4 | $400K | Hold |
13,895
| – | – | 0.03% | 60 |
|
|
2023
Q3 | $461K | Hold |
13,895
| – | – | 0.04% | 60 |
|
|
2023
Q2 | $510K | Hold |
13,895
| – | – | 0.04% | 63 |
|
|
2023
Q1 | $567K | Hold |
13,895
| – | – | 0.05% | 61 |
|
|
2022
Q4 | $712K | Hold |
13,895
| – | – | 0.06% | 67 |
|
|
2022
Q3 | $608K | Hold |
13,895
| – | – | 0.07% | 47 |
|
|
2022
Q2 | $729K | Hold |
13,895
| – | – | 0.08% | 43 |
|
|
2022
Q1 | $719K | Buy |
+13,895
| New | +$719K | 0.06% | 50 |
|