AE Wealth 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 | $28.4M | Buy |
1,172,778
+195,961
| +20% | +$4.75M | 0.21% | 110 |
|
|
2025
Q1 | $24.8M | Sell |
976,817
-80,691
| -8% | -$2.04M | 0.21% | 111 |
|
|
2024
Q4 | $28.1M | Buy |
1,057,508
+127,058
| +14% | +$3.37M | 0.24% | 99 |
|
|
2024
Q3 | $26.9M | Buy |
930,450
+201,124
| +28% | +$5.82M | 0.24% | 101 |
|
|
2024
Q2 | $20.4M | Buy |
729,326
+245,607
| +51% | +$6.87M | 0.2% | 119 |
|
|
2024
Q1 | $13.4M | Sell |
483,719
-548,395
| -53% | -$15.2M | 0.15% | 183 |
|
|
2023
Q4 | $28.4M | Sell |
1,032,114
-346,942
| -25% | -$9.53M | 0.14% | 154 |
|
|
2023
Q3 | $45.7M | Sell |
1,379,056
-45,870
| -3% | -$1.52M | 0.27% | 72 |
|
|
2023
Q2 | $52.3M | Buy |
1,424,926
+472,231
| +50% | +$17.3M | 0.31% | 56 |
|
|
2023
Q1 | $38.9M | Sell |
952,695
-33,837
| -3% | -$1.38M | 0.25% | 72 |
|
|
2022
Q4 | $50.5M | Buy |
986,532
+16,824
| +2% | +$862K | 0.37% | 46 |
|
|
2022
Q3 | $42.4M | Buy |
969,708
+62,753
| +7% | +$2.75M | 0.34% | 56 |
|
|
2022
Q2 | $47.6M | Buy |
906,955
+76,400
| +9% | +$4.01M | 0.38% | 50 |
|
|
2022
Q1 | $43M | Buy |
830,555
+21,581
| +3% | +$1.12M | 0.3% | 72 |
|
|
2021
Q4 | $47.8M | Buy |
808,974
+54,027
| +7% | +$3.19M | 0.33% | 59 |
|
|
2021
Q3 | $32.5M | Buy |
754,947
+32,305
| +4% | +$1.39M | 0.27% | 83 |
|
|
2021
Q2 | $28.3M | Buy |
722,642
+136,758
| +23% | +$5.36M | 0.25% | 97 |
|
|
2021
Q1 | $21.2M | Sell |
585,884
-22,864
| -4% | -$828K | 0.21% | 105 |
|
|
2020
Q4 | $22.4M | Buy |
608,748
+92,211
| +18% | +$3.39M | 0.25% | 94 |
|
|
2020
Q3 | $18M | Buy |
516,537
+119,214
| +30% | +$4.15M | 0.26% | 89 |
|
|
2020
Q2 | $12.3M | Buy |
397,323
+103,080
| +35% | +$3.2M | 0.19% | 120 |
|
|
2020
Q1 | $9.11M | Buy |
294,243
+31,244
| +12% | +$968K | 0.21% | 97 |
|
|
2019
Q4 | $9.78M | Buy |
262,999
+43,254
| +20% | +$1.61M | 0.21% | 94 |
|
|
2019
Q3 | $7.49M | Buy |
219,745
+489
| +0.2% | +$16.7K | 0.22% | 88 |
|
|
2019
Q2 | $9.01M | Buy |
219,256
+70,783
| +48% | +$2.91M | 0.27% | 73 |
|
|
2019
Q1 | $5.98M | Buy |
148,473
+9,015
| +6% | +$363K | 0.42% | 52 |
|
|
2018
Q4 | $5.78M | Sell |
139,458
-29,657
| -18% | -$1.23M | 0.99% | 19 |
|
|
2018
Q3 | $7.07M | Buy |
169,115
+82,172
| +95% | +$3.44M | 0.39% | 51 |
|
|
2018
Q2 | $2.99M | Sell |
86,943
-5,965
| -6% | -$205K | 0.2% | 73 |
|
|
2018
Q1 | $3.13M | Buy |
92,908
+23,965
| +35% | +$807K | 0.24% | 65 |
|
|
2017
Q4 | $2.37M | Sell |
68,943
-9,183
| -12% | -$316K | 0.21% | 81 |
|
|
2017
Q3 | $2.65M | Buy |
78,126
+2,726
| +4% | +$92.3K | 0.25% | 66 |
|
|
2017
Q2 | $2.4M | Buy |
75,400
+19,199
| +34% | +$612K | 0.29% | 66 |
|
|
2017
Q1 | $1.82M | Buy |
56,201
+16,682
| +42% | +$541K | 0.34% | 59 |
|
|
2016
Q4 | $1.22M | Buy |
+39,519
| New | +$1.22M | 0.49% | 42 |
|