APSI
Asset Planning Services Inc’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
109,630
-1,450
| -1% | -$35.1K | 1.22% | 23 |
|
|
2025
Q1 | $2.82M | Sell |
111,080
-2,555
| -2% | -$64.7K | 1.43% | 24 |
|
|
2024
Q4 | $3.02M | Sell |
113,635
-3,000
| -3% | -$79.6K | 1.47% | 24 |
|
|
2024
Q3 | $3.38M | Sell |
116,635
-2,595
| -2% | -$75.1K | 1.67% | 24 |
|
|
2024
Q2 | $3.34M | Sell |
119,230
-5,675
| -5% | -$159K | 1.76% | 24 |
|
|
2024
Q1 | $3.47M | Buy |
124,905
+252
| +0.2% | +$6.99K | 1.94% | 23 |
|
|
2023
Q4 | $3.59M | Sell |
124,653
-800
| -0.6% | -$23K | 2.18% | 24 |
|
|
2023
Q3 | $4.16M | Buy |
125,453
+3,375
| +3% | +$112K | 2.73% | 22 |
|
|
2023
Q2 | $4.48M | Sell |
122,078
-1,555
| -1% | -$57K | 2.76% | 21 |
|
|
2023
Q1 | $5.04M | Sell |
123,633
-810
| -0.7% | -$33K | 3.19% | 18 |
|
|
2022
Q4 | $6.38M | Sell |
124,443
-1,135
| -0.9% | -$58.2K | 4.04% | 9 |
|
|
2022
Q3 | $5.5M | Sell |
125,578
-300
| -0.2% | -$13.1K | 3.86% | 10 |
|
|
2022
Q2 | $6.6M | Sell |
125,878
-325
| -0.3% | -$17K | 4.32% | 4 |
|
|
2022
Q1 | $6.53M | Buy |
126,203
+1,080
| +0.9% | +$55.9K | 3.74% | 9 |
|
|
2021
Q4 | $7.39M | Sell |
125,123
-1,230
| -1% | -$72.6K | 3.98% | 6 |
|
|
2021
Q3 | $5.43M | Sell |
126,353
-900
| -0.7% | -$38.7K | 3.21% | 14 |
|
|
2021
Q2 | $4.98M | Buy |
127,253
+1,460
| +1% | +$57.2K | 2.88% | 19 |
|
|
2021
Q1 | $4.56M | Sell |
125,793
-2,908
| -2% | -$105K | 2.75% | 19 |
|
|
2020
Q4 | $4.74M | Buy |
128,701
+170
| +0.1% | +$6.26K | 3.03% | 18 |
|
|
2020
Q3 | $4.72M | Sell |
128,531
-2,080
| -2% | -$76.3K | 3.23% | 14 |
|
|
2020
Q2 | $4.27M | Buy |
130,611
+2,740
| +2% | +$89.6K | 3.08% | 15 |
|
|
2020
Q1 | $4.17M | Buy |
127,871
+200
| +0.2% | +$6.53K | 3.45% | 13 |
|
|
2019
Q4 | $5M | Sell |
127,671
-550
| -0.4% | -$21.5K | 3.19% | 14 |
|
|
2019
Q3 | $4.61M | Sell |
128,221
-1,165
| -0.9% | -$41.9K | 2.99% | 20 |
|
|
2019
Q2 | $5.61M | Buy |
129,386
+1,850
| +1% | +$80.1K | 3.65% | 8 |
|
|
2019
Q1 | $5.42M | Buy |
127,536
+350
| +0.3% | +$14.9K | 3.71% | 9 |
|
|
2018
Q4 | $5.55M | Buy |
127,186
+275
| +0.2% | +$12K | 4.22% | 4 |
|
|
2018
Q3 | $5.59M | Buy |
126,911
+1,150
| +0.9% | +$50.7K | 3.83% | 5 |
|
|
2018
Q2 | $4.56M | Buy |
125,761
+3,840
| +3% | +$139K | 3.28% | 12 |
|
|
2018
Q1 | $4.33M | Buy |
121,921
+2,050
| +2% | +$72.7K | 3.2% | 13 |
|
|
2017
Q4 | $4.34M | Buy |
119,871
+2,150
| +2% | +$77.9K | 3.06% | 17 |
|
|
2017
Q3 | $4.2M | Buy |
117,721
+3,850
| +3% | +$137K | 3.4% | 17 |
|
|
2017
Q2 | $3.83M | Buy |
113,871
+1,750
| +2% | +$58.8K | 3.21% | 18 |
|
|
2017
Q1 | $3.84M | Sell |
112,121
-10
| -0% | -$342 | 3.26% | 16 |
|
|
2016
Q4 | $3.64M | Buy |
+112,131
| New | +$3.64M | 3.42% | 19 |
|