SAM
Satovsky Asset Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
12,286
-445
| -3% | -$10.8K | 0.06% | 43 |
|
|
2025
Q1 | $323K | Buy |
12,731
+106
| +0.8% | +$2.69K | 0.07% | 36 |
|
|
2024
Q4 | $335K | Sell |
12,625
-814
| -6% | -$21.6K | 0.08% | 30 |
|
|
2024
Q3 | $389K | Buy |
13,439
+1,037
| +8% | +$30K | 0.09% | 29 |
|
|
2024
Q2 | $347K | Buy |
12,402
+285
| +2% | +$7.97K | 0.08% | 30 |
|
|
2024
Q1 | $336K | Buy |
12,117
+327
| +3% | +$9.07K | 0.1% | 28 |
|
|
2023
Q4 | $339K | Buy |
11,790
+158
| +1% | +$4.55K | 0.11% | 29 |
|
|
2023
Q3 | $386K | Buy |
11,632
+81
| +0.7% | +$2.69K | 0.13% | 26 |
|
|
2023
Q2 | $424K | Buy |
11,551
+677
| +6% | +$24.8K | 0.14% | 25 |
|
|
2023
Q1 | $444K | Buy |
10,874
+109
| +1% | +$4.45K | 0.17% | 22 |
|
|
2022
Q4 | $552K | Buy |
10,765
+88
| +0.8% | +$4.51K | 0.23% | 20 |
|
|
2022
Q3 | $467K | Buy |
10,677
+92
| +0.9% | +$4.02K | 0.27% | 18 |
|
|
2022
Q2 | $555K | Sell |
10,585
-22
| -0.2% | -$1.15K | 0.32% | 17 |
|
|
2022
Q1 | $549K | Buy |
10,607
+188
| +2% | +$9.73K | 0.37% | 16 |
|
|
2021
Q4 | $615K | Buy |
10,419
+75
| +0.7% | +$4.43K | 0.41% | 14 |
|
|
2021
Q3 | $445K | Buy |
10,344
+86
| +0.8% | +$3.7K | 0.33% | 13 |
|
|
2021
Q2 | $402K | Buy |
10,258
+103
| +1% | +$4.04K | 0.31% | 14 |
|
|
2021
Q1 | $368K | Buy |
10,155
+168
| +2% | +$6.09K | 0.33% | 14 |
|
|
2020
Q4 | $368K | Buy |
+9,987
| New | +$368K | 0.35% | 15 |
|