Access Financial Services’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-41,683
| Closed | -$1.2M | – | 100 |
|
|
2023
Q4 | $1.2M | Sell |
41,683
-7,835
| -16% | -$237K | 0.62% | 52 |
|
|
2023
Q3 | $1.64M | Sell |
49,518
-108
| -0.2% | -$3.82K | 0.98% | 21 |
|
|
2023
Q2 | $1.82M | Buy |
49,626
+852
| +2% | +$33.2K | 1.06% | 19 |
|
|
2023
Q1 | $1.99M | Buy |
48,774
+1,499
| +3% | +$64.7K | 1.21% | 12 |
|
|
2022
Q4 | $2.42M | Sell |
47,275
-655
| -1% | -$31.4K | 1.48% | 10 |
|
|
2022
Q3 | $2.1M | Buy |
47,930
+7,919
| +20% | +$385K | 1.36% | 10 |
|
|
2022
Q2 | $2.1M | Buy |
40,011
+93
| +0.2% | +$4.74K | 1.2% | 12 |
|
|
2022
Q1 | $2.07M | Buy |
39,918
+1,752
| +5% | +$90.9K | 0.98% | 15 |
|
|
2021
Q4 | $2.25M | Sell |
38,166
-8,381
| -18% | -$415K | 1.01% | 17 |
|
|
2021
Q3 | $2M | Sell |
46,547
-8,453
| -15% | -$374K | 0.9% | 24 |
|
|
2021
Q2 | $2.15M | Sell |
55,000
-12,478
| -18% | -$485K | 1% | 20 |
|
|
2021
Q1 | $2.44M | Buy |
67,478
+1,071
| +2% | +$38K | 1.15% | 17 |
|
|
2020
Q4 | $2.44M | Sell |
66,407
-5,537
| -8% | -$203K | 1.2% | 17 |
|
|
2020
Q3 | $2.5M | Sell |
71,944
-911
| -1% | -$31.9K | 1.35% | 14 |
|
|
2020
Q2 | $2.26M | Buy |
72,855
+15,699
| +27% | +$533K | 1.48% | 15 |
|
|
2020
Q1 | $1.77M | Sell |
57,156
-709
| -1% | -$24.2K | 1.41% | 15 |
|
|
2019
Q4 | $2.15M | Buy |
57,865
+182
| +0.3% | +$6.48K | 1.25% | 15 |
|
|
2019
Q3 | $1.97M | Buy |
57,683
+418
| +0.7% | +$15.2K | 1.4% | 15 |
|
|
2019
Q2 | $2.35M | Buy |
57,265
+2,767
| +5% | +$110K | 1.79% | 11 |
|
|
2019
Q1 | $2.2M | Buy |
54,498
+814
| +2% | +$32.6K | 1.73% | 11 |
|
|
2018
Q4 | $2.22M | Sell |
53,684
-168
| -0.3% | -$6.97K | 1.98% | 11 |
|
|
2018
Q3 | $2.25M | Buy |
53,852
+647
| +1% | +$24.9K | 1.55% | 11 |
|
|
2018
Q2 | $1.83M | Buy |
53,205
+6,721
| +14% | +$230K | 1.29% | 13 |
|
|
2018
Q1 | $1.56M | Buy |
46,484
+524
| +1% | +$18K | 1.15% | 20 |
|
|
2017
Q4 | $1.58M | Sell |
45,960
-689
| -1% | -$23.5K | 1.09% | 25 |
|
|
2017
Q3 | $1.58M | Buy |
46,649
+5,978
| +15% | +$192K | 1.21% | 19 |
|
|
2017
Q2 | $1.3M | Buy |
40,671
+5,773
| +17% | +$182K | 1.06% | 28 |
|
|
2017
Q1 | $1.13M | Buy |
34,898
+1,344
| +4% | +$42.4K | 0.95% | 34 |
|
|
2016
Q4 | $1.03M | Buy |
+33,554
| New | +$1.02M | 0.94% | 30 |
|
Other funds holding PFE
