Aprio 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 | $415K | Sell |
17,109
-3,584
| -17% | -$86.9K | 0.05% | 224 |
|
|
2025
Q1 | $524K | Buy |
20,693
+4,316
| +26% | +$109K | 0.07% | 174 |
|
|
2024
Q4 | $434K | Buy |
16,377
+281
| +2% | +$7.46K | 0.06% | 149 |
|
|
2024
Q3 | $466K | Sell |
16,096
-35,068
| -69% | -$1.01M | 0.07% | 130 |
|
|
2024
Q2 | $1.43M | Buy |
51,164
+8,643
| +20% | +$242K | 0.26% | 50 |
|
|
2024
Q1 | $1.18M | Buy |
42,521
+2,857
| +7% | +$79.3K | 0.23% | 54 |
|
|
2023
Q4 | $1.14M | Sell |
39,664
-1,493
| -4% | -$43K | 0.25% | 49 |
|
|
2023
Q3 | $1.37M | Sell |
41,157
-1,022
| -2% | -$33.9K | 0.38% | 39 |
|
|
2023
Q2 | $1.55M | Buy |
42,179
+34,662
| +461% | +$1.27M | 0.42% | 31 |
|
|
2023
Q1 | $307K | Buy |
7,517
+1,082
| +17% | +$44.1K | 0.09% | 96 |
|
|
2022
Q4 | $330K | Buy |
6,435
+270
| +4% | +$13.8K | 0.12% | 83 |
|
|
2022
Q3 | $270K | Sell |
6,165
-1,057
| -15% | -$46.3K | 0.11% | 83 |
|
|
2022
Q2 | $379K | Buy |
7,222
+222
| +3% | +$11.7K | 0.15% | 57 |
|
|
2022
Q1 | $362K | Buy |
7,000
+3,124
| +81% | +$162K | 0.14% | 60 |
|
|
2021
Q4 | $229K | Buy |
+3,876
| New | +$229K | 0.1% | 65 |
|
|
2021
Q3 | – | Sell |
-5,194
| Closed | -$203K | – | 75 |
|
|
2021
Q2 | $203K | Buy |
+5,194
| New | +$203K | 0.1% | 69 |
|
|
2020
Q4 | $269K | Sell |
7,312
-1,008
| -12% | -$37.1K | 0.18% | 42 |
|
|
2020
Q3 | $290K | Buy |
8,320
+32
| +0.4% | +$1.12K | 0.21% | 53 |
|
|
2020
Q2 | $257K | Sell |
8,288
-58
| -0.7% | -$1.8K | 0.25% | 52 |
|
|
2020
Q1 | $258K | Buy |
8,346
+1,668
| +25% | +$51.6K | 0.33% | 46 |
|
|
2019
Q4 | $248K | Buy |
+6,678
| New | +$248K | 0.18% | 60 |
|