Addison Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Buy |
36,624
+1,571
| +4% | +$38.1K | 0.22% | 80 |
|
|
2025
Q1 | $888K | Buy |
35,053
+1,097
| +3% | +$27.8K | 0.24% | 71 |
|
|
2024
Q4 | $901K | Sell |
33,956
-18,282
| -35% | -$485K | 0.25% | 71 |
|
|
2024
Q3 | $1.51M | Buy |
52,238
+41,668
| +394% | +$1.21M | 0.42% | 51 |
|
|
2024
Q2 | $296K | Buy |
10,570
+1,992
| +23% | +$55.7K | 0.1% | 150 |
|
|
2024
Q1 | $238K | Sell |
8,578
-744
| -8% | -$20.6K | 0.08% | 161 |
|
|
2023
Q4 | $268K | Buy |
9,322
+970
| +12% | +$27.9K | 0.1% | 138 |
|
|
2023
Q3 | $277K | Buy |
8,352
+803
| +11% | +$26.6K | 0.13% | 122 |
|
|
2023
Q2 | $277K | Sell |
7,549
-416
| -5% | -$15.3K | 0.14% | 121 |
|
|
2023
Q1 | $325K | Buy |
7,965
+24
| +0.3% | +$979 | 0.18% | 101 |
|
|
2022
Q4 | $407K | Sell |
7,941
-1,657
| -17% | -$84.9K | 0.24% | 82 |
|
|
2022
Q3 | $420K | Sell |
9,598
-109
| -1% | -$4.77K | 0.26% | 75 |
|
|
2022
Q2 | $509K | Buy |
9,707
+324
| +3% | +$17K | 0.31% | 66 |
|
|
2022
Q1 | $486K | Buy |
9,383
+1,506
| +19% | +$78K | 0.27% | 74 |
|
|
2021
Q4 | $465K | Buy |
7,877
+3,674
| +87% | +$217K | 0.29% | 66 |
|
|
2021
Q3 | $181K | Buy |
4,203
+38
| +0.9% | +$1.64K | 0.15% | 82 |
|
|
2021
Q2 | $163K | Buy |
+4,165
| New | +$163K | 0.13% | 95 |
|
|
2020
Q4 | $157K | Buy |
+4,265
| New | +$157K | 0.15% | 96 |
|