Silver Oak Securities’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
13,219
-1,666
| -11% | -$40.4K | 0.03% | 526 |
|
|
2025
Q1 | $375K | Sell |
14,885
-1,001
| -6% | -$25.2K | 0.03% | 440 |
|
|
2024
Q4 | $420K | Buy |
15,886
+1,919
| +14% | +$50.7K | 0.04% | 424 |
|
|
2024
Q3 | $397K | Buy |
13,967
+3,486
| +33% | +$99K | 0.04% | 368 |
|
|
2024
Q2 | $293K | Sell |
10,481
-496
| -5% | -$13.9K | 0.04% | 294 |
|
|
2024
Q1 | $305K | Sell |
10,977
-2,391
| -18% | -$66.4K | 0.05% | 294 |
|
|
2023
Q4 | $385K | Buy |
13,368
+4,522
| +51% | +$130K | 0.05% | 329 |
|
|
2023
Q3 | $293K | Sell |
8,846
-5,872
| -40% | -$195K | 0.06% | 232 |
|
|
2023
Q2 | $540K | Buy |
14,718
+361
| +3% | +$13.2K | 0.09% | 212 |
|
|
2023
Q1 | $586K | Buy |
14,357
+355
| +3% | +$14.5K | 0.1% | 169 |
|
|
2022
Q4 | $717K | Buy |
14,002
+5,156
| +58% | +$264K | 0.13% | 122 |
|
|
2022
Q3 | $293K | Sell |
8,846
-4,813
| -35% | -$160K | 0.06% | 232 |
|
|
2022
Q2 | $701K | Sell |
13,659
-375
| -3% | -$19.2K | 0.16% | 107 |
|
|
2022
Q1 | $771K | Buy |
+14,034
| New | +$771K | 0.16% | 132 |
|