Union Savings Bank’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Hold
12,124
0.13% 110
2025
Q1
$307K Buy
12,124
+680
+6% +$17.2K 0.15% 104
2024
Q4
$303K Sell
11,444
-2,040
-15% -$54.1K 0.15% 103
2024
Q3
$390K Sell
13,484
-591
-4% -$17.1K 0.19% 96
2024
Q2
$394K Sell
14,075
-3,130
-18% -$87.5K 0.21% 96
2024
Q1
$477K Sell
17,205
-794
-4% -$22K 0.25% 81
2023
Q4
$518K Buy
17,999
+626
+4% +$18K 0.29% 75
2023
Q3
$576K Hold
17,373
0.36% 67
2023
Q2
$626K Buy
+17,373
New +$626K 0.37% 64