Stonegate Investment 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
$2.23M Buy
91,905
+622
+0.7% +$15.1K 0.06% 128
2025
Q1
$2.31M Sell
91,283
-5,464
-6% -$138K 0.06% 113
2024
Q4
$2.57M Sell
96,747
-1,555
-2% -$41.3K 0.07% 108
2024
Q3
$2.84M Sell
98,302
-1,539
-2% -$44.5K 0.07% 100
2024
Q2
$2.79M Sell
99,841
-8,585
-8% -$240K 0.08% 92
2024
Q1
$3.01M Sell
108,426
-3,094
-3% -$85.9K 0.09% 93
2023
Q4
$3.21M Sell
111,520
-40,646
-27% -$1.17M 0.11% 84
2023
Q3
$5.05M Sell
152,166
-16,622
-10% -$551K 0.18% 62
2023
Q2
$6.19M Buy
168,788
+1,056
+0.6% +$38.7K 0.22% 59
2023
Q1
$6.84M Sell
167,732
-5,183
-3% -$211K 0.26% 56
2022
Q4
$8.86M Sell
172,915
-1,551
-0.9% -$79.5K 0.38% 44
2022
Q3
$7.64M Sell
174,466
-1,534
-0.9% -$67.1K 0.35% 48
2022
Q2
$9.23M Buy
176,000
+29,465
+20% +$1.54M 0.4% 48
2022
Q1
$7.59M Buy
146,535
+1,416
+1% +$73.3K 0.25% 54
2021
Q4
$8.57M Buy
+145,119
New +$8.57M 0.36% 51