Summit Financial’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
119,499
+25,772
| +27% | +$625K | 0.07% | 239 |
|
|
2025
Q1 | $2.38M | Buy |
93,727
+15,582
| +20% | +$395K | 0.07% | 233 |
|
|
2024
Q4 | $2.07M | Buy |
78,145
+46,601
| +148% | +$1.24M | 0.07% | 205 |
|
|
2024
Q3 | $913K | Buy |
31,544
+2,098
| +7% | +$60.7K | 0.04% | 275 |
|
|
2024
Q2 | $824K | Buy |
29,446
+14,703
| +100% | +$411K | 0.04% | 258 |
|
|
2024
Q1 | $409K | Sell |
14,743
-1,399
| -9% | -$38.8K | 0.02% | 285 |
|
|
2023
Q4 | $465K | Sell |
16,142
-1,057
| -6% | -$30.4K | 0.03% | 250 |
|
|
2023
Q3 | $571K | Buy |
17,199
+3,721
| +28% | +$123K | 0.04% | 224 |
|
|
2023
Q2 | $494K | Buy |
13,478
+2,999
| +29% | +$110K | 0.04% | 222 |
|
|
2023
Q1 | $428K | Sell |
10,479
-32
| -0.3% | -$1.31K | 0.04% | 186 |
|
|
2022
Q4 | $539K | Sell |
10,511
-1,921
| -15% | -$98.4K | 0.05% | 160 |
|
|
2022
Q3 | $544K | Sell |
12,432
-14,866
| -54% | -$651K | 0.05% | 162 |
|
|
2022
Q2 | $1.43M | Sell |
27,298
-590
| -2% | -$30.9K | 0.13% | 72 |
|
|
2022
Q1 | $1.44M | Buy |
27,888
+12,304
| +79% | +$637K | 0.11% | 88 |
|
|
2021
Q4 | $920K | Buy |
15,584
+2,442
| +19% | +$144K | 0.07% | 115 |
|
|
2021
Q3 | $565K | Buy |
13,142
+4,454
| +51% | +$192K | 0.05% | 133 |
|
|
2021
Q2 | $340K | Buy |
+8,688
| New | +$340K | 0.03% | 117 |
|