Virtus Family Office’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
52,394
-28,805
| -35% | -$698K | 1.63% | 27 |
|
|
2025
Q1 | $2.06M | Sell |
81,199
-726
| -0.9% | -$18.4K | 2.64% | 16 |
|
|
2024
Q4 | $2.17M | Buy |
81,925
+19,702
| +32% | +$523K | 2.72% | 14 |
|
|
2024
Q3 | $1.8M | Sell |
62,223
-457
| -0.7% | -$13.2K | 2.38% | 19 |
|
|
2024
Q2 | $1.75M | Buy |
62,680
+8,065
| +15% | +$226K | 2.39% | 20 |
|
|
2024
Q1 | $1.52M | Hold |
54,615
| – | – | 2.42% | 20 |
|
|
2023
Q4 | $1.57M | Buy |
54,615
+9,363
| +21% | +$270K | 2.63% | 21 |
|
|
2023
Q3 | $1.5M | Buy |
45,252
+10,342
| +30% | +$343K | 2.73% | 16 |
|
|
2023
Q2 | $1.28M | Buy |
+34,910
| New | +$1.28M | 2.37% | 20 |
|
|
2022
Q4 | – | Sell |
-19,332
| Closed | -$846K | – | 41 |
|
|
2022
Q3 | $846K | Buy |
+19,332
| New | +$846K | 2.16% | 23 |
|