AO
Advisor OS’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
69,730
+14,264
| +26% | +$346K | 0.17% | 89 |
|
|
2025
Q1 | $1.41M | Buy |
55,466
+1,924
| +4% | +$48.8K | 0.16% | 88 |
|
|
2024
Q4 | $1.42M | Buy |
53,542
+4,140
| +8% | +$110K | 0.16% | 89 |
|
|
2024
Q3 | $1.43M | Buy |
49,402
+2,240
| +5% | +$64.8K | 0.14% | 116 |
|
|
2024
Q2 | $1.32M | Buy |
47,162
+6,448
| +16% | +$180K | 0.14% | 120 |
|
|
2024
Q1 | $1.13M | Buy |
40,714
+5,512
| +16% | +$153K | 0.13% | 145 |
|
|
2023
Q4 | $1.01M | Buy |
35,202
+365
| +1% | +$10.5K | 0.13% | 142 |
|
|
2023
Q3 | $1.16M | Sell |
34,837
-16,220
| -32% | -$538K | 0.17% | 111 |
|
|
2023
Q2 | $1.87M | Sell |
51,057
-625
| -1% | -$22.9K | 0.31% | 63 |
|
|
2023
Q1 | $2.11M | Sell |
51,682
-1,195
| -2% | -$48.8K | 0.51% | 46 |
|
|
2022
Q4 | $2.71M | Buy |
52,877
+8,203
| +18% | +$420K | 0.72% | 32 |
|
|
2022
Q3 | $1.96M | Sell |
44,674
-4,452
| -9% | -$195K | 0.59% | 37 |
|
|
2022
Q2 | $2.58M | Buy |
49,126
+9,379
| +24% | +$492K | 0.75% | 28 |
|
|
2022
Q1 | $2.06M | Sell |
39,747
-166
| -0.4% | -$8.59K | 0.6% | 36 |
|
|
2021
Q4 | $2.36M | Buy |
39,913
+11,293
| +39% | +$667K | 0.48% | 55 |
|
|
2021
Q3 | $1.23M | Buy |
28,620
+2,255
| +9% | +$97K | 0.27% | 86 |
|
|
2021
Q2 | $1.03M | Buy |
26,365
+7,721
| +41% | +$302K | 0.21% | 89 |
|
|
2021
Q1 | $677K | Buy |
18,644
+3,311
| +22% | +$120K | 0.15% | 104 |
|
|
2020
Q4 | $565K | Buy |
15,333
+6,805
| +80% | +$251K | 0.15% | 78 |
|
|
2020
Q3 | $314K | Buy |
+8,528
| New | +$314K | 0.13% | 80 |
|