SYM Financial Corp’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$260K Sell
10,718
-3,841
-26% -$93.1K 0.03% 247
2025
Q1
$369K Sell
14,559
-6,924
-32% -$175K 0.05% 142
2024
Q4
$570K Buy
21,483
+14,531
+209% +$386K 0.07% 81
2024
Q3
$201K Sell
6,952
-1,170
-14% -$33.9K 0.03% 179
2024
Q2
$227K Buy
+8,122
New +$227K 0.04% 135
2023
Q1
Sell
-4,364
Closed -$224K 116
2022
Q4
$224K Sell
4,364
-299
-6% -$15.3K 0.05% 58
2022
Q3
$204K Sell
4,663
-29
-0.6% -$1.27K 0.1% 57
2022
Q2
$246K Sell
4,692
-1,086
-19% -$56.9K 0.12% 52
2022
Q1
$299K Buy
5,778
+1,280
+28% +$66.2K 0.13% 40
2021
Q4
$266K Sell
4,498
-1,931
-30% -$114K 0.1% 41
2021
Q3
$276K Buy
6,429
+849
+15% +$36.4K 0.16% 34
2021
Q2
$218K Buy
+5,580
New +$218K 0.12% 44
2018
Q4
Sell
-7,705
Closed -$322K 95
2018
Q3
$322K Buy
+7,705
New +$322K 0.18% 27