AR
Advisory Research’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-141,492
| Closed | -$5.77M | – | 474 |
|
|
2023
Q1 | $5.77M | Sell |
141,492
-111,151
| -44% | -$4.53M | 0.95% | 26 |
|
|
2022
Q4 | $12.9M | Sell |
252,643
-2,227
| -0.9% | -$114K | 1.22% | 20 |
|
|
2022
Q3 | $11.2M | Sell |
254,870
-139,807
| -35% | -$6.12M | 1.09% | 22 |
|
|
2022
Q2 | $20.7M | Sell |
394,677
-26,164
| -6% | -$1.37M | 2.02% | 9 |
|
|
2022
Q1 | $21.8M | Sell |
420,841
-30,795
| -7% | -$1.59M | 1.75% | 12 |
|
|
2021
Q4 | $26.7M | Buy |
451,636
+399,197
| +761% | +$23.6M | 2.1% | 8 |
|
|
2021
Q3 | $2.26M | Buy |
+52,439
| New | +$2.26M | 0.14% | 121 |
|
|
2020
Q1 | – | Sell |
-30,984
| Closed | -$1.21M | – | 337 |
|
|
2019
Q4 | $1.21M | Sell |
30,984
-14,991
| -33% | -$587K | 0.06% | 164 |
|
|
2019
Q3 | $1.65M | Sell |
45,975
-565
| -1% | -$20.3K | 0.08% | 133 |
|
|
2019
Q2 | $2.02M | Buy |
+46,540
| New | +$2.02M | 0.04% | 191 |
|
|
2014
Q2 | – | Sell |
-2,151
| Closed | -$69K | – | 584 |
|
|
2014
Q1 | $69K | Buy |
+2,151
| New | +$69K | ﹤0.01% | 573 |
|