ARS Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $2.76M | Sell |
70,571
-2,319
| -3% | -$90.2K | 0.5% | 37 |
|
|
2021
Q1 | $2.64M | Sell |
72,890
-1,594
| -2% | -$56.6K | 0.58% | 35 |
|
|
2020
Q4 | $2.74M | Sell |
74,484
-2,628
| -3% | -$96.4K | 0.59% | 32 |
|
|
2020
Q3 | $2.69M | Buy |
77,112
+404
| +0.5% | +$14.2K | 0.74% | 28 |
|
|
2020
Q2 | $2.38M | Sell |
76,708
-1,915
| -2% | -$65.1K | 0.74% | 27 |
|
|
2020
Q1 | $2.44M | Sell |
78,623
-4,090
| -5% | -$139K | 1.02% | 18 |
|
|
2019
Q4 | $3.08M | Sell |
82,713
-891
| -1% | -$31.7K | 0.89% | 19 |
|
|
2019
Q3 | $2.85M | Sell |
83,604
-11,284
| -12% | -$410K | 0.91% | 22 |
|
|
2019
Q2 | $3.9M | Buy |
94,888
+7,442
| +9% | +$296K | 1.24% | 16 |
|
|
2019
Q1 | $3.52M | Buy |
87,446
+4,703
| +6% | +$188K | 1.13% | 16 |
|
|
2018
Q4 | $3.43M | Buy |
82,743
+2,170
| +3% | +$90.1K | 1.25% | 15 |
|
|
2018
Q3 | $3.2M | Buy |
80,573
+4,526
| +6% | +$174K | 1.07% | 19 |
|
|
2018
Q2 | $2.62M | Buy |
76,047
+3,172
| +4% | +$108K | 0.94% | 20 |
|
|
2018
Q1 | $2.45M | Sell |
72,875
-951
| -1% | -$32.7K | 0.91% | 22 |
|
|
2017
Q4 | $2.54M | Buy |
73,826
+3,079
| +4% | +$105K | 0.94% | 23 |
|
|
2017
Q3 | $2.4M | Buy |
70,747
+3,493
| +5% | +$112K | 0.93% | 24 |
|
|
2017
Q2 | $2.14M | Buy |
67,254
+640
| +1% | +$20.2K | 0.87% | 25 |
|
|
2017
Q1 | $2.16M | Buy |
66,614
+2,185
| +3% | +$68.9K | 0.92% | 22 |
|
|
2016
Q4 | $1.99M | Sell |
64,429
-602
| -0.9% | -$18.4K | 0.89% | 20 |
|
|
2016
Q3 | $2.09M | Buy |
65,031
+12,424
| +24% | +$415K | 0.89% | 21 |
|
|
2016
Q2 | $1.76M | Buy |
52,607
+9,289
| +21% | +$296K | 0.75% | 21 |
|
|
2016
Q1 | $1.22M | Buy |
43,318
+2,637
| +6% | +$75.3K | 0.57% | 22 |
|
|
2015
Q4 | $1.25M | Buy |
40,681
+1
| +0% | +$31 | 0.64% | 20 |
|
|
2015
Q3 | $1.21M | Buy |
40,680
+107
| +0.3% | +$3.43K | 0.61% | 16 |
|
|
2015
Q2 | $1.29M | Sell |
40,573
-2,326
| -5% | -$75.8K | 0.57% | 17 |
|
|
2015
Q1 | $1.42M | Sell |
42,899
-1,518
| -3% | -$48.3K | 0.61% | 16 |
|
|
2014
Q4 | $1.31M | Sell |
44,417
-5,806
| -12% | -$166K | 0.57% | 17 |
|
|
2014
Q3 | $1.41M | Sell |
50,223
-5,633
| -10% | -$158K | 0.66% | 19 |
|
|
2014
Q2 | $1.57M | Sell |
55,856
-2,986
| -5% | -$85.1K | 0.77% | 19 |
|
|
2014
Q1 | $1.79M | Sell |
58,842
-9,226
| -14% | -$275K | 1.08% | 16 |
|
|
2013
Q4 | $1.98M | Buy |
+68,068
| New | +$1.98M | 1.22% | 16 |
|
Other funds holding PFE
ARS Wealth Advisors's PFE Position: Q2 2021 in Review
ARS Wealth Advisors reduced its Pfizer (PFE) stake by 3.2% in Q2 2021, selling an estimated $90.2K and leaving 70,571 shares worth $2.76M. The position accounts for 0.5% of the portfolio, ranked #37.
ARS Wealth Advisors first reported a position in PFE in Q4 2013 and has held it in 31 quarters since. The position peaked at $3.9M in Q2 2019. 2,733 funds tracked by Wall St. Rank hold PFE as of Q2 2021.
- ARS Wealth Advisors held 70,571 shares of Pfizer worth $2.76M as of Q2 2021.
- ARS Wealth Advisors sold 2,319 Pfizer shares in Q2 2021, an estimated $90.2K.
- Pfizer made up 0.5% of ARS Wealth Advisors's portfolio in Q2 2021, its #37 holding.
- ARS Wealth Advisors first reported a position in Pfizer in Q4 2013 and has held it in 31 quarters since.
- ARS Wealth Advisors's Pfizer position peaked at $3.9M in Q2 2019.
- 2,733 funds tracked by Wall St. Rank held Pfizer as of Q2 2021.
Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.