TruNorth Capital Management’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$66.1K Sell
2,726
-2,216
-45% -$53.7K 0.01% 146
2025
Q1
$125K Sell
4,942
-1,904
-28% -$48.2K 0.03% 124
2024
Q4
$182K Buy
6,846
+4,120
+151% +$109K 0.05% 75
2024
Q3
$78.9K Sell
2,726
-213
-7% -$6.16K 0.02% 113
2024
Q2
$82.2K Buy
2,939
+213
+8% +$5.96K 0.03% 97
2024
Q1
$75.6K Buy
+2,726
New +$75.6K 0.03% 85