Scholtz & 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 | $341K | Hold |
14,062
| – | – | 0.15% | 45 |
|
|
2025
Q1 | $356K | Sell |
14,062
-2,225
| -14% | -$56.4K | 0.18% | 45 |
|
|
2024
Q4 | $432K | Hold |
16,287
| – | – | 0.21% | 40 |
|
|
2024
Q3 | $471K | Hold |
16,287
| – | – | 0.22% | 41 |
|
|
2024
Q2 | $456K | Sell |
16,287
-1,575
| -9% | -$44.1K | 0.19% | 42 |
|
|
2024
Q1 | $496K | Sell |
17,862
-3,600
| -17% | -$99.9K | 0.22% | 39 |
|
|
2023
Q4 | $618K | Buy |
+21,462
| New | +$618K | 0.31% | 46 |
|
|
2019
Q2 | – | Sell |
-8,590
| Closed | -$346K | – | 63 |
|
|
2019
Q1 | $346K | Sell |
8,590
-9,671
| -53% | -$390K | 0.23% | 42 |
|
|
2018
Q4 | $756K | Buy |
18,261
+4,243
| +30% | +$176K | 0.66% | 31 |
|
|
2018
Q3 | $586K | Hold |
14,018
| – | – | 0.37% | 40 |
|
|
2018
Q2 | $483K | Hold |
14,018
| – | – | 0.34% | 39 |
|
|
2018
Q1 | $472K | Hold |
14,018
| – | – | 0.35% | 45 |
|
|
2017
Q4 | $482K | Hold |
14,018
| – | – | 0.35% | 50 |
|
|
2017
Q3 | $475K | Buy |
+14,018
| New | +$475K | 0.37% | 50 |
|
|
2014
Q3 | – | Sell |
-9,512
| Closed | -$268K | – | 76 |
|
|
2014
Q2 | $268K | Buy |
9,512
+579
| +6% | +$16.3K | 0.25% | 67 |
|
|
2014
Q1 | $272K | Buy |
+8,933
| New | +$272K | 0.29% | 71 |
|