SteelPeak Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.24M | Buy |
257,256
+36,195
| +16% | +$877K | 0.24% | 86 |
|
|
2025
Q1 | $5.6M | Buy |
221,061
+202,659
| +1,101% | +$5.14M | 0.23% | 92 |
|
|
2024
Q4 | $488K | Sell |
18,402
-154,915
| -89% | -$4.11M | 0.02% | 325 |
|
|
2024
Q3 | $5.02M | Buy |
173,317
+122,889
| +244% | +$3.56M | 0.22% | 86 |
|
|
2024
Q2 | $1.41M | Buy |
50,428
+11,618
| +30% | +$325K | 0.07% | 185 |
|
|
2024
Q1 | $1.08M | Buy |
38,810
+14,947
| +63% | +$415K | 0.05% | 203 |
|
|
2023
Q4 | $687K | Sell |
23,863
-11,733
| -33% | -$338K | 0.04% | 238 |
|
|
2023
Q3 | $1.18M | Sell |
35,596
-3,146
| -8% | -$104K | 0.07% | 173 |
|
|
2023
Q2 | $1.42M | Sell |
38,742
-4,065
| -9% | -$149K | 0.08% | 150 |
|
|
2023
Q1 | $1.75M | Sell |
42,807
-19,317
| -31% | -$788K | 0.12% | 126 |
|
|
2022
Q4 | $3.18M | Sell |
62,124
-29,585
| -32% | -$1.52M | 0.23% | 89 |
|
|
2022
Q3 | $4.01M | Buy |
91,709
+36,232
| +65% | +$1.59M | 0.3% | 72 |
|
|
2022
Q2 | $2.91M | Buy |
55,477
+2,011
| +4% | +$105K | 0.21% | 90 |
|
|
2022
Q1 | $2.77M | Buy |
53,466
+6,614
| +14% | +$342K | 0.16% | 97 |
|
|
2021
Q4 | $2.77M | Buy |
46,852
+5,487
| +13% | +$324K | 0.16% | 98 |
|
|
2021
Q3 | $1.78M | Buy |
41,365
+3,432
| +9% | +$148K | 0.12% | 111 |
|
|
2021
Q2 | $1.49M | Buy |
37,933
+10,494
| +38% | +$411K | 0.1% | 132 |
|
|
2021
Q1 | $994K | Sell |
27,439
-24,595
| -47% | -$891K | 0.08% | 156 |
|
|
2020
Q4 | $1.92M | Buy |
52,034
+34,565
| +198% | +$1.27M | 0.17% | 100 |
|
|
2020
Q3 | $608K | Sell |
17,469
-158,675
| -90% | -$5.52M | 0.07% | 161 |
|
|
2020
Q2 | $5.47M | Buy |
176,144
+28,456
| +19% | +$883K | 0.69% | 39 |
|
|
2020
Q1 | $4.57M | Buy |
147,688
+5,160
| +4% | +$160K | 0.72% | 38 |
|
|
2019
Q4 | $5.3M | Buy |
+142,528
| New | +$5.3M | 0.73% | 39 |
|