Shorepoint Capital Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.83M | Buy |
111,536
+15,380
| +16% | +$390K | 0.64% | 59 |
|
|
2024
Q4 | $2.55M | Buy |
96,156
+29,511
| +44% | +$783K | 0.58% | 65 |
|
|
2024
Q3 | $1.93M | Buy |
66,645
+32,244
| +94% | +$933K | 0.44% | 70 |
|
|
2024
Q2 | $963K | Buy |
+34,401
| New | +$963K | 0.23% | 77 |
|
|
2023
Q1 | – | Sell |
-6,635
| Closed | -$340K | – | 136 |
|
|
2022
Q4 | $340K | Buy |
+6,635
| New | +$340K | 0.09% | 112 |
|
|
2021
Q1 | – | Sell |
-20,108
| Closed | -$740K | – | 80 |
|
|
2020
Q4 | $740K | Sell |
20,108
-1,086
| -5% | -$40K | 0.41% | 62 |
|
|
2020
Q3 | $738K | Sell |
21,194
-211
| -1% | -$7.35K | 0.46% | 57 |
|
|
2020
Q2 | $664K | Sell |
21,405
-1,145
| -5% | -$35.5K | 0.43% | 59 |
|
|
2020
Q1 | $698K | Sell |
22,550
-506
| -2% | -$15.7K | 0.56% | 56 |
|
|
2019
Q4 | $857K | Hold |
23,056
| – | – | 0.49% | 64 |
|
|
2019
Q3 | $786K | Sell |
23,056
-316
| -1% | -$10.8K | 0.46% | 60 |
|
|
2019
Q2 | $961K | Hold |
23,372
| – | – | 0.55% | 56 |
|
|
2019
Q1 | $942K | Buy |
+23,372
| New | +$942K | 0.53% | 55 |
|