Tempus Wealth Planning’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Buy |
25,918
+1,284
| +5% | +$31.1K | 0.16% | 146 |
|
|
2025
Q1 | $624K | Sell |
24,634
-134
| -0.5% | -$3.4K | 0.19% | 126 |
|
|
2024
Q4 | $657K | Buy |
24,768
+6,467
| +35% | +$172K | 0.2% | 117 |
|
|
2024
Q3 | $530K | Buy |
18,301
+604
| +3% | +$17.5K | 0.19% | 123 |
|
|
2024
Q2 | $495K | Buy |
17,697
+6,320
| +56% | +$177K | 0.21% | 111 |
|
|
2024
Q1 | $316K | Sell |
11,377
-5,132
| -31% | -$142K | 0.14% | 150 |
|
|
2023
Q4 | $475K | Sell |
16,509
-1,298
| -7% | -$37.4K | 0.21% | 106 |
|
|
2023
Q3 | $591K | Sell |
17,807
-9,488
| -35% | -$315K | 0.3% | 77 |
|
|
2023
Q2 | $1M | Sell |
27,295
-9,850
| -27% | -$361K | 0.45% | 68 |
|
|
2023
Q1 | $1.52M | Sell |
37,145
-934
| -2% | -$38.1K | 0.74% | 30 |
|
|
2022
Q4 | $1.95M | Sell |
38,079
-4,001
| -10% | -$205K | 1.19% | 17 |
|
|
2022
Q3 | $1.84M | Buy |
42,080
+7,522
| +22% | +$329K | 1.23% | 16 |
|
|
2022
Q2 | $1.81M | Sell |
34,558
-975
| -3% | -$51.1K | 1.49% | 13 |
|
|
2022
Q1 | $1.84M | Sell |
35,533
-3,208
| -8% | -$166K | 1.31% | 17 |
|
|
2021
Q4 | $2.29M | Sell |
38,741
-326
| -0.8% | -$19.3K | 1.23% | 19 |
|
|
2021
Q3 | $1.68M | Buy |
39,067
+226
| +0.6% | +$9.72K | 0.95% | 26 |
|
|
2021
Q2 | $1.52M | Buy |
38,841
+1,370
| +4% | +$53.6K | 1.01% | 23 |
|
|
2021
Q1 | $1.36M | Buy |
37,471
+11,048
| +42% | +$400K | 1.44% | 19 |
|
|
2020
Q4 | $973K | Buy |
26,423
+578
| +2% | +$21.3K | 1.26% | 13 |
|
|
2020
Q3 | $900K | Buy |
25,845
+410
| +2% | +$14.3K | 1.3% | 14 |
|
|
2020
Q2 | $789K | Sell |
25,435
-137
| -0.5% | -$4.25K | 1.18% | 15 |
|
|
2020
Q1 | $792K | Buy |
25,572
+2,531
| +11% | +$78.4K | 1.3% | 14 |
|
|
2019
Q4 | $857K | Buy |
+23,041
| New | +$857K | 0.76% | 20 |
|