Apella Capital’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Buy |
22,851
+249
| +1% | +$6.29K | 0.02% | 281 |
|
|
2025
Q1 | $508K | Buy |
22,602
+1,374
| +6% | +$30.9K | 0.02% | 254 |
|
|
2024
Q4 | $563K | Buy |
21,228
+3,035
| +17% | +$80.5K | 0.02% | 219 |
|
|
2024
Q3 | $520K | Buy |
18,193
+582
| +3% | +$16.7K | 0.02% | 213 |
|
|
2024
Q2 | $488K | Buy |
17,611
+2,858
| +19% | +$79.2K | 0.02% | 208 |
|
|
2024
Q1 | $395K | Sell |
14,753
-461
| -3% | -$12.3K | 0.02% | 213 |
|
|
2023
Q4 | $443K | Sell |
15,214
-182
| -1% | -$5.29K | 0.02% | 197 |
|
|
2023
Q3 | $511K | Sell |
15,396
-475
| -3% | -$15.8K | 0.04% | 168 |
|
|
2023
Q2 | $582K | Buy |
+15,871
| New | +$582K | 0.04% | 162 |
|
|
2022
Q4 | $919K | Buy |
17,932
+2,130
| +13% | +$109K | 0.08% | 113 |
|
|
2022
Q3 | $692K | Buy |
15,802
+543
| +4% | +$23.8K | 0.08% | 110 |
|
|
2022
Q2 | $800K | Buy |
15,259
+1,054
| +7% | +$55.3K | 0.1% | 110 |
|
|
2022
Q1 | $735K | Buy |
14,205
+132
| +0.9% | +$6.83K | 0.1% | 106 |
|
|
2021
Q4 | $831K | Buy |
14,073
+460
| +3% | +$27.2K | 0.11% | 97 |
|
|
2021
Q3 | $585K | Buy |
13,613
+11
| +0.1% | +$473 | 0.08% | 125 |
|
|
2021
Q2 | $533K | Sell |
13,602
-218
| -2% | -$8.54K | 0.09% | 133 |
|
|
2021
Q1 | $501K | Sell |
13,820
-85
| -0.6% | -$3.08K | 0.16% | 82 |
|
|
2020
Q4 | $512K | Sell |
13,905
-1,120
| -7% | -$41.2K | 0.18% | 82 |
|
|
2020
Q3 | $523K | Buy |
15,025
+501
| +3% | +$17.4K | 0.21% | 79 |
|
|
2020
Q2 | $451K | Buy |
14,524
+7,448
| +105% | +$231K | 0.21% | 83 |
|
|
2020
Q1 | $219K | Buy |
+7,076
| New | +$219K | 0.13% | 97 |
|