Symphony 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 | $1.71M | Buy |
64,677
+23,220
| +56% | +$614K | 0.22% | 91 |
|
2025
Q1 | $935K | Sell |
41,457
-6,020
| -13% | -$136K | 0.55% | 41 |
|
2024
Q4 | $1.25M | Buy |
47,477
+6,371
| +15% | +$168K | 0.2% | 91 |
|
2024
Q3 | $1.18M | Buy |
41,106
+6,586
| +19% | +$189K | 0.2% | 91 |
|
2024
Q2 | $960K | Buy |
34,520
+25,889
| +300% | +$720K | 0.18% | 99 |
|
2024
Q1 | $239K | Sell |
8,631
-21,764
| -72% | -$604K | 0.06% | 167 |
|
2023
Q4 | $894K | Buy |
30,395
+23,491
| +340% | +$691K | 0.19% | 90 |
|
2023
Q3 | $234K | Buy |
6,904
+703
| +11% | +$23.8K | 0.06% | 144 |
|
2023
Q2 | $223K | Sell |
6,201
-5,194
| -46% | -$187K | 0.05% | 173 |
|
2023
Q1 | $460K | Sell |
11,395
-5,053
| -31% | -$204K | 0.12% | 147 |
|
2022
Q4 | $824K | Sell |
16,448
-3,922
| -19% | -$196K | 0.22% | 89 |
|
2022
Q3 | $898K | Sell |
20,370
-2,458
| -11% | -$108K | 0.29% | 77 |
|
2022
Q2 | $1.16M | Buy |
22,828
+3,737
| +20% | +$190K | 0.34% | 66 |
|
2022
Q1 | $1.05M | Buy |
19,091
+6,096
| +47% | +$336K | 0.25% | 80 |
|
2021
Q4 | $736K | Buy |
12,995
+2,288
| +21% | +$130K | 0.2% | 88 |
|
2021
Q3 | $466K | Sell |
10,707
-2,672
| -20% | -$116K | 0.16% | 102 |
|
2021
Q2 | $524K | Sell |
13,379
-407
| -3% | -$15.9K | 0.18% | 94 |
|
2021
Q1 | $497K | Buy |
13,786
+4,334
| +46% | +$156K | 0.13% | 112 |
|
2020
Q4 | $348K | Sell |
9,452
-426
| -4% | -$15.7K | 0.12% | 113 |
|
2020
Q3 | $344K | Buy |
9,878
+2,767
| +39% | +$96.4K | 0.14% | 99 |
|
2020
Q2 | $221K | Buy |
+7,111
| New | +$221K | 0.11% | 125 |
|