Wolff Financial 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 | $1.05M | Buy |
43,216
+151
| +0.4% | +$3.66K | 0.27% | 38 |
|
|
2025
Q1 | $1.09M | Sell |
43,065
-1,989
| -4% | -$50.4K | 0.3% | 39 |
|
|
2024
Q4 | $1.2M | Sell |
45,054
-14,012
| -24% | -$372K | 0.33% | 36 |
|
|
2024
Q3 | $1.71M | Buy |
+59,066
| New | +$1.71M | 0.46% | 26 |
|
|
2024
Q2 | – | Sell |
-58,818
| Closed | -$1.63M | – | 73 |
|
|
2024
Q1 | $1.63M | Buy |
58,818
+2,197
| +4% | +$61K | 0.48% | 27 |
|
|
2023
Q4 | $1.63M | Buy |
56,621
+3,394
| +6% | +$97.7K | 0.5% | 24 |
|
|
2023
Q3 | $1.77M | Buy |
+53,227
| New | +$1.77M | 0.6% | 23 |
|
|
2023
Q2 | – | Sell |
-56,791
| Closed | -$2.32M | – | 77 |
|
|
2023
Q1 | $2.32M | Buy |
56,791
+2,383
| +4% | +$97.2K | 0.81% | 20 |
|
|
2022
Q4 | $2.79M | Buy |
54,408
+44
| +0.1% | +$2.26K | 1.03% | 17 |
|
|
2022
Q3 | $2.38M | Buy |
54,364
+46
| +0.1% | +$2.01K | 1.09% | 24 |
|
|
2022
Q2 | $2.85M | Buy |
54,318
+296
| +0.5% | +$15.5K | 1.27% | 19 |
|
|
2022
Q1 | $2.8M | Sell |
54,022
-156
| -0.3% | -$8.08K | 1.11% | 24 |
|
|
2021
Q4 | $3.2M | Buy |
+54,178
| New | +$3.2M | 1.21% | 22 |
|
|
2021
Q1 | $1.7M | Buy |
46,897
+7,701
| +20% | +$279K | 0.78% | 24 |
|
|
2020
Q4 | $1.44M | Sell |
39,196
-2,100
| -5% | -$77.3K | 0.76% | 27 |
|
|
2020
Q3 | $1.44M | Buy |
41,296
+2,123
| +5% | +$73.9K | 0.85% | 25 |
|
|
2020
Q2 | $1.22M | Buy |
39,173
+56
| +0.1% | +$1.74K | 0.77% | 27 |
|
|
2020
Q1 | $1.21M | Buy |
39,117
+2,930
| +8% | +$90.7K | 0.91% | 26 |
|
|
2019
Q4 | $1.35M | Buy |
36,187
+8,794
| +32% | +$327K | 0.89% | 23 |
|
|
2019
Q3 | $934K | Sell |
27,393
-5,513
| -17% | -$188K | 0.68% | 32 |
|
|
2019
Q2 | $1.35M | Buy |
32,906
+26
| +0.1% | +$1.07K | 1.04% | 20 |
|
|
2019
Q1 | $1.33M | Buy |
32,880
+4,691
| +17% | +$189K | 1.1% | 19 |
|
|
2018
Q4 | $1.17M | Buy |
+28,189
| New | +$1.17M | 1.14% | 18 |
|