Warner Financial’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Hold |
19,719
| – | – | 0.2% | 70 |
|
|
2025
Q1 | $500K | Sell |
19,719
-791
| -4% | -$20.1K | 0.22% | 71 |
|
|
2024
Q4 | $544K | Sell |
20,510
-18,083
| -47% | -$480K | 0.23% | 71 |
|
|
2024
Q3 | $1.12M | Hold |
38,593
| – | – | 0.5% | 43 |
|
|
2024
Q2 | $1.08M | Hold |
38,593
| – | – | 0.53% | 42 |
|
|
2024
Q1 | $1.07M | Sell |
38,593
-792
| -2% | -$22K | 0.54% | 45 |
|
|
2023
Q4 | $1.13M | Buy |
39,385
+1,583
| +4% | +$45.6K | 0.64% | 37 |
|
|
2023
Q3 | $1.25M | Sell |
37,802
-556
| -1% | -$18.4K | 0.83% | 29 |
|
|
2023
Q2 | $1.41M | Hold |
38,358
| – | – | 0.91% | 27 |
|
|
2023
Q1 | $1.57M | Buy |
38,358
+9,969
| +35% | +$407K | 1.08% | 23 |
|
|
2022
Q4 | $1.46M | Hold |
28,389
| – | – | 1.11% | 21 |
|
|
2022
Q3 | $1.24M | Hold |
28,389
| – | – | 1% | 24 |
|
|
2022
Q2 | $1.49M | Buy |
+28,389
| New | +$1.49M | 1.37% | 16 |
|