SDH
Sloy Dahl & Holst’s Pfizer PFE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $288K | Buy |
11,879
+205
| +2% | +$4.97K | 0.04% | 90 |
|
2025
Q1 | $296K | Sell |
11,674
-1,070
| -8% | -$27.1K | 0.05% | 78 |
|
2024
Q4 | $338K | Buy |
12,744
+352
| +3% | +$9.34K | 0.04% | 75 |
|
2024
Q3 | $359K | Buy |
12,392
+4,050
| +49% | +$117K | 0.06% | 68 |
|
2024
Q2 | $233K | Buy |
8,342
+925
| +12% | +$25.9K | 0.05% | 81 |
|
2024
Q1 | $206K | Hold |
7,417
| – | – | 0.05% | 83 |
|
2023
Q4 | $214K | Buy |
7,417
+521
| +8% | +$15K | 0.04% | 83 |
|
2023
Q3 | $229K | Hold |
6,896
| – | – | 0.05% | 74 |
|
2023
Q2 | $253K | Hold |
6,896
| – | – | 0.05% | 66 |
|
2023
Q1 | $281K | Hold |
6,896
| – | – | 0.06% | 55 |
|
2022
Q4 | $353K | Sell |
6,896
-511
| -7% | -$26.2K | 0.12% | 42 |
|
2022
Q3 | $324K | Sell |
7,407
-2,868
| -28% | -$125K | 0.07% | 54 |
|
2022
Q2 | $539K | Hold |
10,275
| – | – | 0.13% | 39 |
|
2022
Q1 | $531K | Buy |
10,275
+1,541
| +18% | +$79.6K | 0.09% | 39 |
|
2021
Q4 | $376K | Hold |
8,734
| – | – | 0.08% | 55 |
|
2021
Q3 | $376K | Buy |
8,734
+511
| +6% | +$22K | 0.08% | 55 |
|
2021
Q2 | $322K | Buy |
8,223
+135
| +2% | +$5.29K | 0.04% | 49 |
|
2021
Q1 | $293K | Buy |
8,088
+933
| +13% | +$33.8K | 0.04% | 51 |
|
2020
Q4 | $286K | Buy |
7,155
+1,650
| +30% | +$66K | 0.14% | 41 |
|
2020
Q3 | $204K | Buy |
+5,505
| New | +$204K | 0.08% | 37 |
|
2020
Q2 | – | Sell |
-7,655
| Closed | -$249K | – | 44 |
|
2020
Q1 | $249K | Buy |
7,655
+500
| +7% | +$16.3K | 0.19% | 31 |
|
2019
Q4 | $280K | Buy |
+7,155
| New | +$280K | 0.26% | 36 |
|