Waterloo Capital’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Buy |
17,541
+2,499
| +17% | +$60.6K | 0.03% | 299 |
|
|
2025
Q1 | $381K | Buy |
15,042
+405
| +3% | +$10.3K | 0.04% | 288 |
|
|
2024
Q4 | $388K | Sell |
14,637
-3,930
| -21% | -$104K | 0.04% | 265 |
|
|
2024
Q3 | $537K | Sell |
18,567
-1,665
| -8% | -$48.2K | 0.06% | 224 |
|
|
2024
Q2 | $566K | Sell |
20,232
-41,162
| -67% | -$1.15M | 0.07% | 205 |
|
|
2024
Q1 | $1.7M | Buy |
61,394
+15,046
| +32% | +$418K | 0.22% | 103 |
|
|
2023
Q4 | $1.33M | Buy |
+46,348
| New | +$1.33M | 0.22% | 108 |
|