Townsend & Associates’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Sell
8,871
-1,001
-10% -$24.8K 0.02% 99
2025
Q1
$218K Sell
9,872
-338
-3% -$7.45K 0.02% 94
2024
Q4
$272K Hold
10,210
0.03% 94
2024
Q3
$295K Buy
10,210
+404
+4% +$11.7K 0.03% 89
2024
Q2
$302K Buy
9,806
+6
+0.1% +$185 0.03% 87
2024
Q1
$258K Buy
9,800
+5
+0.1% +$132 0.03% 88
2023
Q4
$277K Sell
9,795
-209
-2% -$5.92K 0.03% 89
2023
Q3
$301K Sell
10,004
-10,092
-50% -$304K 0.06% 86
2023
Q2
$745K Sell
20,096
-396
-2% -$14.7K 0.19% 85
2023
Q1
$797K Sell
20,492
-27,261
-57% -$1.06M 0.32% 78
2022
Q4
$2.1M Sell
47,753
-457
-0.9% -$20.1K 1.04% 36
2022
Q3
$2.28M Buy
48,210
+6,685
+16% +$317K 1.05% 31
2022
Q2
$2.2M Buy
+41,525
New +$2.2M 1.02% 25
2021
Q1
Sell
-36,128
Closed -$1.33M 84
2020
Q4
$1.33M Sell
36,128
-4,362
-11% -$161K 0.97% 52
2020
Q3
$1.41M Sell
40,490
-13,026
-24% -$455K 1.11% 46
2020
Q2
$1.66M Sell
53,516
-6,642
-11% -$206K 1.39% 29
2020
Q1
$1.92M Buy
60,158
+166
+0.3% +$5.29K 1.99% 10
2019
Q4
$2.22M Sell
59,992
-2,510
-4% -$93K 1.94% 10
2019
Q3
$2.1M Buy
62,502
+12,919
+26% +$434K 2.01% 11
2019
Q2
$2.09M Buy
49,583
+301
+0.6% +$12.7K 1.59% 19
2019
Q1
$1.99M Buy
+49,282
New +$1.99M 2% 21
2018
Q4
Sell
-284
Closed -$12K 126
2018
Q3
$12K Buy
284
+3
+1% +$127 0.01% 129
2018
Q2
$10K Sell
281
-131
-32% -$4.66K 0.01% 129
2018
Q1
$14K Sell
412
-44,059
-99% -$1.5M 0.01% 124
2017
Q4
$1.53M Buy
+44,471
New +$1.53M 1.3% 27