Ascent Wealth Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
61,097
-15,530
| -20% | -$376K | 0.18% | 105 |
|
|
2025
Q1 | $1.94M | Buy |
76,627
+1,039
| +1% | +$26.3K | 0.26% | 79 |
|
|
2024
Q4 | $2.01M | Buy |
75,588
+734
| +1% | +$19.5K | 0.27% | 71 |
|
|
2024
Q3 | $2.17M | Sell |
74,854
-405
| -0.5% | -$11.7K | 0.3% | 69 |
|
|
2024
Q2 | $2.11M | Buy |
75,259
+8,516
| +13% | +$238K | 0.31% | 65 |
|
|
2024
Q1 | $1.85M | Buy |
66,743
+25,311
| +61% | +$702K | 0.28% | 68 |
|
|
2023
Q4 | $1.19M | Sell |
41,432
-1,267
| -3% | -$36.5K | 0.19% | 91 |
|
|
2023
Q3 | $1.42M | Buy |
42,699
+1,040
| +2% | +$34.5K | 0.26% | 77 |
|
|
2023
Q2 | $1.53M | Buy |
41,659
+1,530
| +4% | +$56.1K | 0.27% | 76 |
|
|
2023
Q1 | $1.64M | Buy |
40,129
+1,625
| +4% | +$66.3K | 0.33% | 67 |
|
|
2022
Q4 | $1.97M | Buy |
38,504
+1,748
| +5% | +$89.6K | 0.42% | 57 |
|
|
2022
Q3 | $1.61M | Sell |
36,756
-589
| -2% | -$25.8K | 0.38% | 63 |
|
|
2022
Q2 | $1.99M | Buy |
37,345
+5,095
| +16% | +$272K | 0.45% | 56 |
|
|
2022
Q1 | $1.67M | Buy |
32,250
+1,136
| +4% | +$58.8K | 0.31% | 65 |
|
|
2021
Q4 | $1.84M | Buy |
31,114
+1,985
| +7% | +$117K | 0.33% | 65 |
|
|
2021
Q3 | $1.25M | Buy |
29,129
+3,755
| +15% | +$162K | 0.24% | 75 |
|
|
2021
Q2 | $994K | Buy |
25,374
+11,009
| +77% | +$431K | 0.19% | 82 |
|
|
2021
Q1 | $520K | Buy |
14,365
+179
| +1% | +$6.48K | 0.11% | 91 |
|
|
2020
Q4 | $522K | Sell |
14,186
-531
| -4% | -$19.5K | 0.12% | 89 |
|
|
2020
Q3 | $512K | Buy |
14,717
+692
| +5% | +$24.1K | 0.13% | 82 |
|
|
2020
Q2 | $435K | Sell |
14,025
-63
| -0.4% | -$1.95K | 0.13% | 84 |
|
|
2020
Q1 | $436K | Sell |
14,088
-1,581
| -10% | -$48.9K | 0.16% | 82 |
|
|
2019
Q4 | $582K | Sell |
15,669
-93
| -0.6% | -$3.45K | 0.17% | 80 |
|
|
2019
Q3 | $537K | Sell |
15,762
-621
| -4% | -$21.2K | 0.16% | 83 |
|
|
2019
Q2 | $673K | Sell |
16,383
-185
| -1% | -$7.6K | 0.21% | 75 |
|
|
2019
Q1 | $668K | Sell |
16,568
-635
| -4% | -$25.6K | 0.22% | 75 |
|
|
2018
Q4 | $712K | Sell |
17,203
-406
| -2% | -$16.8K | 0.28% | 67 |
|
|
2018
Q3 | $736K | Sell |
17,609
-385
| -2% | -$16.1K | 0.23% | 80 |
|
|
2018
Q2 | $619K | Hold |
17,994
| – | – | 0.22% | 80 |
|
|
2018
Q1 | $606K | Buy |
17,994
+1,387
| +8% | +$46.7K | 0.22% | 83 |
|
|
2017
Q4 | $571K | Buy |
16,607
+654
| +4% | +$22.5K | 0.21% | 84 |
|
|
2017
Q3 | $540K | Sell |
15,953
-53
| -0.3% | -$1.79K | 0.22% | 82 |
|
|
2017
Q2 | $510K | Hold |
16,006
| – | – | 0.22% | 83 |
|
|
2017
Q1 | $520K | Buy |
16,006
+174
| +1% | +$5.65K | 0.23% | 78 |
|
|
2016
Q4 | $488K | Buy |
15,832
+416
| +3% | +$12.8K | 0.24% | 80 |
|
|
2016
Q3 | $495K | Buy |
15,416
+280
| +2% | +$8.99K | 0.25% | 76 |
|
|
2016
Q2 | $506K | Buy |
15,136
+1,169
| +8% | +$39.1K | 0.26% | 75 |
|
|
2016
Q1 | $393K | Buy |
13,967
+348
| +3% | +$9.79K | 0.21% | 86 |
|
|
2015
Q4 | $417K | Hold |
13,619
| – | – | 0.23% | 79 |
|
|
2015
Q3 | $406K | Sell |
13,619
-43
| -0.3% | -$1.28K | 0.24% | 79 |
|
|
2015
Q2 | $435K | Buy |
13,662
+43
| +0.3% | +$1.37K | 0.24% | 78 |
|
|
2015
Q1 | $450K | Sell |
13,619
-1,561
| -10% | -$51.6K | 0.25% | 78 |
|
|
2014
Q4 | $449K | Buy |
15,180
+2,362
| +18% | +$69.9K | 0.26% | 77 |
|
|
2014
Q3 | $360K | Buy |
12,818
+432
| +3% | +$12.1K | 0.23% | 81 |
|
|
2014
Q2 | $349K | Buy |
12,386
+2,769
| +29% | +$78K | 0.22% | 78 |
|
|
2014
Q1 | $293K | Hold |
9,617
| – | – | 0.2% | 86 |
|
|
2013
Q4 | $279K | Buy |
+9,617
| New | +$279K | 0.2% | 86 |
|