Arkadios Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Buy |
198,651
+24,891
| +14% | +$603K | 0.14% | 166 |
|
|
2025
Q1 | $4.4M | Buy |
173,760
+10,570
| +6% | +$268K | 0.17% | 139 |
|
|
2024
Q4 | $4.33M | Sell |
163,190
-5,401
| -3% | -$143K | 0.24% | 91 |
|
|
2024
Q3 | $4.88M | Sell |
168,591
-29,697
| -15% | -$859K | 0.28% | 76 |
|
|
2024
Q2 | $5.55M | Buy |
198,288
+33,931
| +21% | +$949K | 0.37% | 47 |
|
|
2024
Q1 | $4.56M | Buy |
164,357
+43,318
| +36% | +$1.2M | 0.35% | 60 |
|
|
2023
Q4 | $3.48M | Buy |
121,039
+3,416
| +3% | +$98.3K | 0.29% | 79 |
|
|
2023
Q3 | $3.9M | Buy |
117,623
+24,032
| +26% | +$797K | 0.37% | 61 |
|
|
2023
Q2 | $3.43M | Buy |
93,591
+6,109
| +7% | +$224K | 0.4% | 59 |
|
|
2023
Q1 | $3.57M | Buy |
87,482
+342
| +0.4% | +$14K | 0.43% | 57 |
|
|
2022
Q4 | $4.47M | Sell |
87,140
-1,994
| -2% | -$102K | 0.59% | 38 |
|
|
2022
Q3 | $3.9M | Buy |
89,134
+5,290
| +6% | +$231K | 0.59% | 36 |
|
|
2022
Q2 | $4.4M | Buy |
83,844
+4,068
| +5% | +$213K | 0.65% | 31 |
|
|
2022
Q1 | $4.13M | Sell |
79,776
-7,356
| -8% | -$381K | 0.54% | 39 |
|
|
2021
Q4 | $5.15M | Buy |
87,132
+13,383
| +18% | +$790K | 0.68% | 28 |
|
|
2021
Q3 | $3.17M | Buy |
73,749
+9,163
| +14% | +$394K | 0.46% | 47 |
|
|
2021
Q2 | $2.53M | Buy |
64,586
+31,671
| +96% | +$1.24M | 0.31% | 83 |
|
|
2021
Q1 | $1.19M | Buy |
32,915
+13,198
| +67% | +$478K | 0.2% | 130 |
|
|
2020
Q4 | $725K | Buy |
19,717
+8,811
| +81% | +$324K | 0.15% | 148 |
|
|
2020
Q3 | $393K | Buy |
10,906
+2,619
| +32% | +$94.3K | 0.2% | 115 |
|
|
2020
Q2 | $277K | Sell |
8,287
-158
| -2% | -$5.28K | 0.15% | 135 |
|
|
2020
Q1 | $262K | Sell |
8,445
-320
| -4% | -$9.91K | 0.17% | 127 |
|
|
2019
Q4 | $307K | Buy |
+8,765
| New | +$307K | 0.18% | 119 |
|