AA
Apriem Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
56,588
-2,078
| -4% | -$50.4K | 0.15% | 76 |
|
|
2025
Q1 | $1.49M | Buy |
58,666
+2,769
| +5% | +$70.2K | 0.17% | 70 |
|
|
2024
Q4 | $1.48M | Sell |
55,897
-2,803
| -5% | -$74.4K | 0.17% | 70 |
|
|
2024
Q3 | $1.7M | Buy |
58,700
+5,626
| +11% | +$163K | 0.2% | 60 |
|
|
2024
Q2 | $1.49M | Buy |
53,074
+479
| +0.9% | +$13.4K | 0.18% | 61 |
|
|
2024
Q1 | $1.46M | Sell |
52,595
-8,678
| -14% | -$241K | 0.18% | 61 |
|
|
2023
Q4 | $1.76M | Sell |
61,273
-3,153
| -5% | -$90.8K | 0.24% | 52 |
|
|
2023
Q3 | $2.14M | Sell |
64,426
-385
| -0.6% | -$12.8K | 0.31% | 46 |
|
|
2023
Q2 | $2.38M | Sell |
64,811
-108
| -0.2% | -$3.96K | 0.36% | 46 |
|
|
2023
Q1 | $2.65M | Buy |
64,919
+1,053
| +2% | +$43K | 0.42% | 43 |
|
|
2022
Q4 | $3.27M | Sell |
63,866
-963
| -1% | -$49.3K | 0.57% | 35 |
|
|
2022
Q3 | $2.84M | Sell |
64,829
-1,673
| -3% | -$73.2K | 0.51% | 38 |
|
|
2022
Q2 | $3.49M | Sell |
66,502
-9,870
| -13% | -$518K | 0.6% | 33 |
|
|
2022
Q1 | $3.95M | Sell |
76,372
-12,139
| -14% | -$628K | 0.58% | 35 |
|
|
2021
Q4 | $5.23M | Sell |
88,511
-17,301
| -16% | -$1.02M | 0.74% | 29 |
|
|
2021
Q3 | $4.55M | Buy |
105,812
+106
| +0.1% | +$4.56K | 0.65% | 29 |
|
|
2021
Q2 | $4.14M | Sell |
105,706
-1,042
| -1% | -$40.8K | 0.62% | 31 |
|
|
2021
Q1 | $3.87M | Buy |
106,748
+3,783
| +4% | +$137K | 0.6% | 31 |
|
|
2020
Q4 | $3.79M | Sell |
102,965
-13,898
| -12% | -$512K | 0.68% | 30 |
|
|
2020
Q3 | $4.29M | Sell |
116,863
-2,112
| -2% | -$77.5K | 0.79% | 26 |
|
|
2020
Q2 | $3.89M | Sell |
118,975
-344
| -0.3% | -$11.2K | 0.8% | 30 |
|
|
2020
Q1 | $3.9M | Sell |
119,319
-75,411
| -39% | -$2.46M | 0.94% | 28 |
|
|
2019
Q4 | $7.63M | Sell |
194,730
-4,170
| -2% | -$163K | 1.46% | 23 |
|
|
2019
Q3 | $7.15M | Sell |
198,900
-5,932
| -3% | -$213K | 1.58% | 23 |
|
|
2019
Q2 | $8.87M | Buy |
204,832
+657
| +0.3% | +$28.5K | 2.78% | 10 |
|
|
2019
Q1 | $8.67M | Buy |
204,175
+2,008
| +1% | +$85.3K | 2.29% | 11 |
|
|
2018
Q4 | $8.83M | Buy |
202,167
+13,615
| +7% | +$594K | 3.1% | 5 |
|
|
2018
Q3 | $8.31M | Sell |
188,552
-3,447
| -2% | -$152K | 1.82% | 13 |
|
|
2018
Q2 | $6.97M | Sell |
191,999
-3,202
| -2% | -$116K | 1.56% | 12 |
|
|
2018
Q1 | $6.93M | Buy |
195,201
+3,916
| +2% | +$139K | 1.69% | 14 |
|
|
2017
Q4 | $6.93M | Buy |
191,285
+2,664
| +1% | +$96.5K | 1.72% | 14 |
|
|
2017
Q3 | $6.73M | Sell |
188,621
-21,148
| -10% | -$755K | 1.67% | 13 |
|
|
2017
Q2 | $7.05M | Sell |
209,769
-4,494
| -2% | -$151K | 1.87% | 14 |
|
|
2017
Q1 | $7.33M | Buy |
214,263
+9,246
| +5% | +$316K | 1.99% | 13 |
|
|
2016
Q4 | $6.66M | Buy |
205,017
+9,004
| +5% | +$292K | 1.98% | 10 |
|
|
2016
Q3 | $6.64M | Buy |
196,013
+9,896
| +5% | +$335K | 1.98% | 14 |
|
|
2016
Q2 | $6.55M | Sell |
186,117
-1,856
| -1% | -$65.3K | 2.13% | 12 |
|
|
2016
Q1 | $5.57M | Sell |
187,973
-5,007
| -3% | -$148K | 2.19% | 11 |
|
|
2015
Q4 | $6.23M | Sell |
192,980
-1,640
| -0.8% | -$52.9K | 2.22% | 9 |
|
|
2015
Q3 | $6.11M | Sell |
194,620
-4,821
| -2% | -$151K | 2.26% | 6 |
|
|
2015
Q2 | $6.69M | Sell |
199,441
-2,673
| -1% | -$89.6K | 2.3% | 10 |
|
|
2015
Q1 | $7.03M | Sell |
202,114
-11,403
| -5% | -$397K | 2.44% | 10 |
|
|
2014
Q4 | $6.65M | Buy |
213,517
+7,905
| +4% | +$246K | 2.45% | 9 |
|
|
2014
Q3 | $6.08M | Sell |
205,612
-8,013
| -4% | -$237K | 2.32% | 8 |
|
|
2014
Q2 | $6.34M | Sell |
213,625
-1,574
| -0.7% | -$46.7K | 2.42% | 6 |
|
|
2014
Q1 | $6.91M | Sell |
215,199
-15,750
| -7% | -$506K | 2.61% | 5 |
|
|
2013
Q4 | $7.07M | Sell |
230,949
-969
| -0.4% | -$29.7K | 2.77% | 6 |
|
|
2013
Q3 | $6.66M | Sell |
231,918
-10,114
| -4% | -$291K | 2.89% | 5 |
|
|
2013
Q2 | $6.78M | Buy |
+242,032
| New | +$6.78M | 3.32% | 4 |
|