Slocum, Gordon & Co’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
102,727
-12,379
| -11% | -$300K | 2.01% | 17 |
|
|
2025
Q1 | $2.92M | Hold |
115,106
| – | – | 2.17% | 18 |
|
|
2024
Q4 | $3.05M | Sell |
115,106
-37,006
| -24% | -$982K | 2.51% | 13 |
|
|
2024
Q3 | $4.4M | Sell |
152,112
-6,561
| -4% | -$190K | 1.77% | 15 |
|
|
2024
Q2 | $4.44M | Sell |
158,673
-2,955
| -2% | -$82.7K | 3.3% | 11 |
|
|
2024
Q1 | $4.49M | Sell |
161,628
-265
| -0.2% | -$7.35K | 3.33% | 11 |
|
|
2023
Q4 | $4.66M | Sell |
161,893
-1,166
| -0.7% | -$33.6K | 4.09% | 8 |
|
|
2023
Q3 | $5.41M | Sell |
163,059
-4,600
| -3% | -$153K | 4.71% | 7 |
|
|
2023
Q2 | $6.15M | Sell |
167,659
-4,757
| -3% | -$174K | 4.46% | 8 |
|
|
2023
Q1 | $7.03M | Sell |
172,416
-33,475
| -16% | -$1.37M | 5.83% | 5 |
|
|
2022
Q4 | $10.5M | Buy |
+205,891
| New | +$10.5M | 6.8% | 4 |
|