Seven Mile Advisory’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
+9,414
| New | +$228K | 0.14% | 152 |
|
|
2024
Q4 | – | Sell |
-6,938
| Closed | -$201K | – | 179 |
|
|
2024
Q3 | $201K | Buy |
+6,938
| New | +$201K | 0.13% | 162 |
|
|
2024
Q2 | – | Sell |
-8,096
| Closed | -$225K | – | 167 |
|
|
2024
Q1 | $225K | Sell |
8,096
-2,359
| -23% | -$65.5K | 0.17% | 132 |
|
|
2023
Q4 | $301K | Buy |
10,455
+536
| +5% | +$15.4K | 0.26% | 88 |
|
|
2023
Q3 | $329K | Buy |
9,919
+902
| +10% | +$29.9K | 0.35% | 69 |
|
|
2023
Q2 | $331K | Buy |
+9,017
| New | +$331K | 0.39% | 66 |
|