Swan Capital’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $276K | Buy |
11,367
+1
| +0% | +$24 | 0.12% | 37 |
|
2025
Q1 | $288K | Buy |
11,366
+1
| +0% | +$25 | 0.13% | 32 |
|
2024
Q4 | $302K | Buy |
11,365
+263
| +2% | +$6.98K | 0.15% | 30 |
|
2024
Q3 | $321K | Hold |
11,102
| – | – | 0.16% | 30 |
|
2024
Q2 | $311K | Buy |
11,102
+28
| +0.3% | +$783 | 0.17% | 30 |
|
2024
Q1 | $307K | Buy |
11,074
+272
| +3% | +$7.55K | 0.17% | 30 |
|
2023
Q4 | $311K | Buy |
10,802
+464
| +4% | +$13.4K | 0.2% | 26 |
|
2023
Q3 | $343K | Buy |
+10,338
| New | +$343K | 0.27% | 25 |
|