Sovereign Financial Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $344K | Sell |
14,197
-1,335
| -9% | -$32.4K | 0.07% | 229 |
|
2025
Q1 | $394K | Sell |
15,532
-810
| -5% | -$20.5K | 0.09% | 194 |
|
2024
Q4 | $434K | Sell |
16,342
-1,233
| -7% | -$32.7K | 0.1% | 187 |
|
2024
Q3 | $509K | Sell |
17,575
-158
| -0.9% | -$4.57K | 0.12% | 160 |
|
2024
Q2 | $496K | Buy |
17,733
+804
| +5% | +$22.5K | 0.12% | 153 |
|
2024
Q1 | $470K | Buy |
16,929
+1,837
| +12% | +$51K | 0.12% | 158 |
|
2023
Q4 | $435K | Sell |
15,092
-1,363
| -8% | -$39.2K | 0.13% | 153 |
|
2023
Q3 | $546K | Sell |
16,455
-3,676
| -18% | -$122K | 0.19% | 110 |
|
2023
Q2 | $738K | Buy |
20,131
+2,089
| +12% | +$76.6K | 0.24% | 98 |
|
2023
Q1 | $736K | Buy |
18,042
+156
| +0.9% | +$6.37K | 0.27% | 87 |
|
2022
Q4 | $916K | Buy |
17,886
+1,505
| +9% | +$77.1K | 0.36% | 75 |
|
2022
Q3 | $717K | Buy |
16,381
+1,951
| +14% | +$85.4K | 0.29% | 83 |
|
2022
Q2 | $757K | Buy |
14,430
+37
| +0.3% | +$1.94K | 0.3% | 84 |
|
2022
Q1 | $745K | Buy |
14,393
+2,121
| +17% | +$110K | 0.28% | 92 |
|
2021
Q4 | $725K | Buy |
12,272
+291
| +2% | +$17.2K | 0.29% | 89 |
|
2021
Q3 | $515K | Sell |
11,981
-2,238
| -16% | -$96.2K | 0.3% | 80 |
|
2021
Q2 | $515K | Hold |
14,219
| – | – | 0.31% | 74 |
|
2021
Q1 | $515K | Buy |
14,219
+593
| +4% | +$21.5K | 0.32% | 72 |
|
2020
Q4 | $502K | Buy |
+13,626
| New | +$502K | 0.36% | 62 |
|