SFP
Shepherd Financial Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
16,281
-683
| -4% | -$16.6K | 0.04% | 172 |
|
|
2025
Q1 | $430K | Buy |
16,964
+617
| +4% | +$15.6K | 0.05% | 165 |
|
|
2024
Q4 | $434K | Sell |
16,347
-6,371
| -28% | -$169K | 0.05% | 153 |
|
|
2024
Q3 | $657K | Sell |
22,718
-3,284
| -13% | -$95K | 0.08% | 125 |
|
|
2024
Q2 | $728K | Sell |
26,002
-4,315
| -14% | -$121K | 0.09% | 118 |
|
|
2024
Q1 | $841K | Sell |
30,317
-6,358
| -17% | -$176K | 0.11% | 112 |
|
|
2023
Q4 | $1.06M | Sell |
36,675
-39,344
| -52% | -$1.13M | 0.15% | 96 |
|
|
2023
Q3 | $2.52M | Buy |
76,019
+4,275
| +6% | +$142K | 0.4% | 48 |
|
|
2023
Q2 | $2.63M | Buy |
71,744
+2,496
| +4% | +$91.6K | 0.41% | 45 |
|
|
2023
Q1 | $2.83M | Sell |
69,248
-5,320
| -7% | -$217K | 0.47% | 38 |
|
|
2022
Q4 | $3.82M | Buy |
74,568
+3,185
| +4% | +$163K | 0.69% | 25 |
|
|
2022
Q3 | $3.12M | Buy |
71,383
+695
| +1% | +$30.4K | 0.61% | 28 |
|
|
2022
Q2 | $3.71M | Buy |
70,688
+6,542
| +10% | +$343K | 0.72% | 25 |
|
|
2022
Q1 | $3.32M | Sell |
64,146
-8,488
| -12% | -$439K | 0.59% | 27 |
|
|
2021
Q4 | $4.29M | Buy |
72,634
+1,918
| +3% | +$113K | 0.75% | 22 |
|
|
2021
Q3 | $3.04M | Buy |
70,716
+325
| +0.5% | +$14K | 0.59% | 31 |
|
|
2021
Q2 | $2.76M | Buy |
70,391
+5,142
| +8% | +$201K | 0.52% | 37 |
|
|
2021
Q1 | $2.36M | Buy |
65,249
+4,379
| +7% | +$159K | 0.52% | 33 |
|
|
2020
Q4 | $2.24M | Buy |
60,870
+1,863
| +3% | +$68.6K | 0.51% | 38 |
|
|
2020
Q3 | $2.17M | Buy |
59,007
+8,089
| +16% | +$297K | 0.51% | 31 |
|
|
2020
Q2 | $1.67M | Sell |
50,918
-292
| -0.6% | -$9.55K | 0.45% | 36 |
|
|
2020
Q1 | $1.67M | Sell |
51,210
-6,786
| -12% | -$222K | 0.58% | 29 |
|
|
2019
Q4 | $2.27M | Buy |
57,996
+726
| +1% | +$28.4K | 0.53% | 36 |
|
|
2019
Q3 | $2.06M | Buy |
57,270
+4,669
| +9% | +$168K | 0.52% | 35 |
|
|
2019
Q2 | $2.28M | Buy |
52,601
+4
| +0% | +$173 | 0.43% | 31 |
|
|
2019
Q1 | $2.23M | Sell |
52,597
-591
| -1% | -$25.1K | 0.43% | 34 |
|
|
2018
Q4 | $2.32M | Buy |
53,188
+424
| +0.8% | +$18.5K | 0.5% | 30 |
|
|
2018
Q3 | $1.92M | Hold |
52,764
| – | – | 0.43% | 37 |
|
|
2018
Q2 | $1.92M | Hold |
52,764
| – | – | 0.43% | 37 |
|
|
2018
Q1 | $1.87M | Hold |
52,764
| – | – | 0.46% | 39 |
|
|
2017
Q4 | $1.91M | Sell |
52,764
-3,206
| -6% | -$116K | 0.45% | 40 |
|
|
2017
Q3 | $2.02M | Hold |
55,970
| – | – | 0.47% | 38 |
|
|
2017
Q2 | $1.87M | Sell |
55,970
-738
| -1% | -$24.7K | 0.46% | 40 |
|
|
2017
Q1 | $1.94M | Sell |
56,708
-2,887
| -5% | -$98.6K | 0.5% | 39 |
|
|
2016
Q4 | $1.97M | Buy |
+59,595
| New | +$1.97M | 0.56% | 37 |
|