Stonehearth Capital 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 | $285K | Sell |
11,757
-1,089
| -8% | -$26.4K | 0.12% | 67 |
|
|
2025
Q1 | $326K | Buy |
12,846
+300
| +2% | +$7.6K | 0.13% | 54 |
|
|
2024
Q4 | $333K | Sell |
12,546
-1,195
| -9% | -$31.7K | 0.13% | 51 |
|
|
2024
Q3 | $398K | Buy |
13,741
+1,513
| +12% | +$43.8K | 0.16% | 44 |
|
|
2024
Q2 | $342K | Buy |
12,228
+1,765
| +17% | +$49.4K | 0.15% | 47 |
|
|
2024
Q1 | $290K | Buy |
10,463
+1,506
| +17% | +$41.8K | 0.13% | 55 |
|
|
2023
Q4 | $258K | Buy |
8,957
+1,298
| +17% | +$37.4K | 0.13% | 64 |
|
|
2023
Q3 | $254K | Buy |
7,659
+302
| +4% | +$10K | 0.14% | 55 |
|
|
2023
Q2 | $270K | Sell |
7,357
-1,872
| -20% | -$68.7K | 0.14% | 57 |
|
|
2023
Q1 | $377K | Buy |
9,229
+306
| +3% | +$12.5K | 0.2% | 41 |
|
|
2022
Q4 | $457K | Buy |
8,923
+76
| +0.9% | +$3.89K | 0.26% | 37 |
|
|
2022
Q3 | $387K | Sell |
8,847
-92
| -1% | -$4.02K | 0.24% | 35 |
|
|
2022
Q2 | $475K | Buy |
8,939
+3,854
| +76% | +$205K | 0.27% | 34 |
|
|
2022
Q1 | $263K | Hold |
5,085
| – | – | 0.14% | 57 |
|
|
2021
Q4 | $300K | Hold |
5,085
| – | – | 0.16% | 50 |
|
|
2021
Q3 | $219K | Buy |
+5,085
| New | +$219K | 0.11% | 59 |
|
|
2021
Q2 | – | Sell |
-5,953
| Closed | -$216K | – | 68 |
|
|
2021
Q1 | $216K | Hold |
5,953
| – | – | 0.12% | 62 |
|
|
2020
Q4 | $219K | Buy |
5,953
+177
| +3% | +$6.51K | 0.12% | 57 |
|
|
2020
Q3 | $201K | Hold |
5,776
| – | – | 0.13% | 53 |
|
|
2020
Q2 | $211K | Sell |
5,776
-938
| -14% | -$34.3K | 0.14% | 54 |
|
|
2020
Q1 | $208K | Hold |
6,714
| – | – | 0.17% | 52 |
|
|
2019
Q4 | $250K | Buy |
+6,714
| New | +$250K | 0.17% | 52 |
|
|
2019
Q3 | – | Sell |
-5,468
| Closed | -$225K | – | 57 |
|
|
2019
Q2 | $225K | Buy |
+5,468
| New | +$225K | 0.16% | 50 |
|