Stone House Investment Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $21K | Sell |
865
-2,237
| -72% | -$54.2K | ﹤0.01% | 211 |
|
2025
Q1 | $78.6K | Buy |
+3,102
| New | +$78.6K | 0.02% | 112 |
|
2024
Q4 | – | Sell |
-5,479
| Closed | -$159K | – | 273 |
|
2024
Q3 | $159K | Sell |
5,479
-48
| -0.9% | -$1.39K | 0.03% | 57 |
|
2024
Q2 | $155K | Buy |
5,527
+2,188
| +66% | +$61.2K | 0.04% | 59 |
|
2024
Q1 | $92.7K | Sell |
3,339
-233
| -7% | -$6.47K | 0.02% | 87 |
|
2023
Q4 | $103K | Sell |
3,572
-345
| -9% | -$9.93K | 0.04% | 59 |
|
2023
Q3 | $130K | Buy |
3,917
+2
| +0.1% | +$66 | 0.05% | 48 |
|
2023
Q2 | $144K | Buy |
3,915
+1
| +0% | +$37 | 0.05% | 45 |
|
2023
Q1 | $160K | Buy |
3,914
+2
| +0.1% | +$82 | 0.05% | 45 |
|
2022
Q4 | $200K | Sell |
3,912
-774
| -17% | -$39.7K | 0.07% | 43 |
|
2022
Q3 | $205K | Buy |
4,686
+1
| +0% | +$44 | 0.1% | 40 |
|
2022
Q2 | $246K | Buy |
4,685
+1
| +0% | +$53 | 0.11% | 38 |
|
2022
Q1 | $242K | Sell |
4,684
-1,604
| -26% | -$82.9K | 0.08% | 42 |
|
2021
Q4 | $371K | Buy |
6,288
+19
| +0.3% | +$1.12K | 0.13% | 32 |
|
2021
Q3 | $246K | Hold |
6,269
| – | – | 0.1% | 34 |
|
2021
Q2 | $246K | Sell |
6,269
-26
| -0.4% | -$1.02K | 0.1% | 34 |
|
2021
Q1 | $232K | Hold |
6,295
| – | – | 0.12% | 33 |
|
2020
Q4 | $232K | Sell |
6,295
-1,173
| -16% | -$43.2K | 0.12% | 33 |
|
2020
Q3 | $260K | Buy |
7,468
+3
| +0% | +$104 | 0.11% | 37 |
|
2020
Q2 | $232K | Buy |
7,465
+712
| +11% | +$22.1K | 0.12% | 33 |
|
2020
Q1 | $209K | Buy |
6,753
+1
| +0% | +$31 | 0.12% | 30 |
|
2019
Q4 | $251K | Buy |
6,752
+1
| +0% | +$37 | 0.18% | 22 |
|
2019
Q3 | $230K | Buy |
6,751
+67
| +1% | +$2.28K | 0.11% | 42 |
|
2019
Q2 | $275K | Buy |
6,684
+54
| +0.8% | +$2.22K | 0.14% | 37 |
|
2019
Q1 | $267K | Sell |
6,630
-134
| -2% | -$5.4K | 0.14% | 43 |
|
2018
Q4 | $280K | Sell |
6,764
-470
| -6% | -$19.5K | 0.18% | 43 |
|
2018
Q3 | $302K | Buy |
7,234
+57
| +0.8% | +$2.38K | 0.17% | 43 |
|
2018
Q2 | $247K | Buy |
7,177
+254
| +4% | +$8.74K | 0.16% | 42 |
|
2018
Q1 | $233K | Buy |
6,923
+64
| +0.9% | +$2.15K | 0.15% | 41 |
|
2017
Q4 | $236K | Buy |
6,859
+60
| +0.9% | +$2.06K | 0.16% | 36 |
|
2017
Q3 | $230K | Sell |
6,799
-828
| -11% | -$28K | 0.16% | 36 |
|
2017
Q2 | $243K | Buy |
7,627
+76
| +1% | +$2.42K | 0.17% | 35 |
|
2017
Q1 | $245K | Buy |
7,551
+70
| +0.9% | +$2.27K | 0.18% | 34 |
|
2016
Q4 | $231K | Buy |
+7,481
| New | +$231K | 0.19% | 34 |
|