SHFA
SS&H Financial Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
80,407
+15,668
| +24% | +$380K | 0.65% | 40 |
|
|
2025
Q1 | $1.64M | Sell |
64,739
-5,521
| -8% | -$140K | 0.61% | 44 |
|
|
2024
Q4 | $1.86M | Sell |
70,260
-3,013
| -4% | -$79.9K | 0.68% | 39 |
|
|
2024
Q3 | $2.12M | Buy |
73,273
+700
| +1% | +$20.3K | 0.77% | 37 |
|
|
2024
Q2 | $2.03M | Sell |
72,573
-6,117
| -8% | -$171K | 0.79% | 35 |
|
|
2024
Q1 | $2.18M | Sell |
78,690
-14,650
| -16% | -$406K | 0.91% | 31 |
|
|
2023
Q4 | $2.69M | Sell |
93,340
-2,300
| -2% | -$66.2K | 1.14% | 22 |
|
|
2023
Q3 | $3.17M | Buy |
+95,640
| New | +$3.17M | 1.49% | 17 |
|
|
2023
Q1 | $4.21M | Buy |
103,167
+6,277
| +6% | +$256K | 1.93% | 11 |
|
|
2022
Q4 | $4.96M | Hold |
96,890
| – | – | 2.36% | 9 |
|
|
2022
Q3 | $4.24M | Sell |
96,890
-1,300
| -1% | -$56.9K | 2.19% | 10 |
|
|
2022
Q2 | $5.15M | Sell |
98,190
-7,088
| -7% | -$372K | 2.38% | 7 |
|
|
2022
Q1 | $5.45M | Buy |
+105,278
| New | +$5.45M | 2.13% | 7 |
|