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