Semus Wealth Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Buy |
10,921
+902
| +9% | +$21.9K | 0.17% | 94 |
|
|
2025
Q1 | $254K | Sell |
10,019
-1,313
| -12% | -$33.3K | 0.18% | 91 |
|
|
2024
Q4 | $301K | Sell |
11,332
-1,283
| -10% | -$34K | 0.2% | 80 |
|
|
2024
Q3 | $365K | Sell |
12,615
-910
| -7% | -$26.3K | 0.26% | 76 |
|
|
2024
Q2 | $378K | Sell |
13,525
-621
| -4% | -$17.4K | 0.29% | 66 |
|
|
2024
Q1 | $393K | Buy |
14,146
+209
| +1% | +$5.8K | 0.33% | 74 |
|
|
2023
Q4 | $401K | Sell |
13,937
-499
| -3% | -$14.4K | 0.33% | 68 |
|
|
2023
Q3 | $479K | Buy |
14,436
+886
| +7% | +$29.4K | 0.45% | 53 |
|
|
2023
Q2 | $497K | Buy |
13,550
+648
| +5% | +$23.8K | 0.46% | 54 |
|
|
2023
Q1 | $526K | Buy |
12,902
+679
| +6% | +$27.7K | 0.57% | 44 |
|
|
2022
Q4 | $626K | Buy |
+12,223
| New | +$626K | 0.76% | 33 |
|