Asset Planning Services Inc’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-109,630
| Closed | -$2.66M | – | 36 |
|
|
2025
Q2 | $2.66M | Sell |
109,630
-1,450
| -1% | -$33.8K | 1.22% | 23 |
|
|
2025
Q1 | $2.81M | Sell |
111,080
-2,555
| -2% | -$66.9K | 1.43% | 24 |
|
|
2024
Q4 | $3.02M | Sell |
113,635
-3,000
| -3% | -$81.4K | 1.47% | 24 |
|
|
2024
Q3 | $3.38M | Sell |
116,635
-2,595
| -2% | -$75.7K | 1.67% | 24 |
|
|
2024
Q2 | $3.34M | Sell |
119,230
-5,675
| -5% | -$156K | 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% | -$24.2K | 2.18% | 24 |
|
|
2023
Q3 | $4.16M | Buy |
125,453
+3,375
| +3% | +$119K | 2.73% | 22 |
|
|
2023
Q2 | $4.48M | Sell |
122,078
-1,555
| -1% | -$60.5K | 2.76% | 21 |
|
|
2023
Q1 | $5.04M | Sell |
123,633
-810
| -0.7% | -$35K | 3.19% | 18 |
|
|
2022
Q4 | $6.38M | Sell |
124,443
-1,135
| -0.9% | -$54.4K | 4.04% | 9 |
|
|
2022
Q3 | $5.5M | Sell |
125,578
-300
| -0.2% | -$14.6K | 3.86% | 10 |
|
|
2022
Q2 | $6.6M | Sell |
125,878
-325
| -0.3% | -$16.6K | 4.32% | 4 |
|
|
2022
Q1 | $6.53M | Buy |
126,203
+1,080
| +0.9% | +$56K | 3.74% | 9 |
|
|
2021
Q4 | $7.39M | Sell |
125,123
-1,230
| -1% | -$60.9K | 3.98% | 6 |
|
|
2021
Q3 | $5.43M | Sell |
126,353
-900
| -0.7% | -$39.9K | 3.21% | 14 |
|
|
2021
Q2 | $4.98M | Buy |
127,253
+1,460
| +1% | +$56.8K | 2.88% | 19 |
|
|
2021
Q1 | $4.56M | Sell |
125,793
-2,908
| -2% | -$103K | 2.75% | 19 |
|
|
2020
Q4 | $4.74M | Sell |
128,701
-6,771
| -5% | -$248K | 3.03% | 18 |
|
|
2020
Q3 | $4.72M | Sell |
135,472
-2,192
| -2% | -$76.9K | 3.23% | 14 |
|
|
2020
Q2 | $4.27M | Buy |
137,664
+2,888
| +2% | +$98.1K | 3.08% | 15 |
|
|
2020
Q1 | $4.17M | Buy |
134,776
+211
| +0.2% | +$7.19K | 3.45% | 13 |
|
|
2019
Q4 | $5M | Sell |
134,565
-580
| -0.4% | -$20.7K | 3.19% | 14 |
|
|
2019
Q3 | $4.61M | Sell |
135,145
-1,228
| -0.9% | -$44.7K | 2.99% | 20 |
|
|
2019
Q2 | $5.61M | Buy |
136,373
+1,950
| +1% | +$77.4K | 3.65% | 8 |
|
|
2019
Q1 | $5.42M | Buy |
134,423
+369
| +0.3% | +$14.8K | 3.71% | 9 |
|
|
2018
Q4 | $5.55M | Buy |
134,054
+290
| +0.2% | +$12K | 4.22% | 4 |
|
|
2018
Q3 | $5.59M | Buy |
133,764
+1,212
| +0.9% | +$46.7K | 3.83% | 5 |
|
|
2018
Q2 | $4.56M | Buy |
132,552
+4,047
| +3% | +$138K | 3.28% | 12 |
|
|
2018
Q1 | $4.33M | Buy |
128,505
+2,161
| +2% | +$74.3K | 3.2% | 13 |
|
|
2017
Q4 | $4.34M | Buy |
126,344
+2,266
| +2% | +$77.3K | 3.06% | 17 |
|
|
2017
Q3 | $4.2M | Buy |
124,078
+4,058
| +3% | +$130K | 3.4% | 17 |
|
|
2017
Q2 | $3.83M | Buy |
120,020
+1,844
| +2% | +$58.2K | 3.21% | 18 |
|
|
2017
Q1 | $3.84M | Sell |
118,176
-10
| -0% | -$315 | 3.26% | 16 |
|
|
2016
Q4 | $3.64M | Buy |
+118,186
| New | +$3.61M | 3.42% | 19 |
|
Other funds holding PFE
Asset Planning Services Inc's PFE Position: Q3 2025 in Review
Asset Planning Services Inc sold out of Pfizer (PFE) in Q3 2025, closing a stake of 109,630 shares — an estimated $2.66M sold.
Asset Planning Services Inc first reported a position in PFE in Q4 2016 and held it in 35 quarters. The position peaked at $7.39M in Q4 2021. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.
- Asset Planning Services Inc reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
- Asset Planning Services Inc sold 109,630 Pfizer shares in Q3 2025, an estimated $2.66M.
- Asset Planning Services Inc first reported a position in Pfizer in Q4 2016 and held it in 35 quarters.
- Asset Planning Services Inc's Pfizer position peaked at $7.39M in Q4 2021.
- 2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.
Based on Asset Planning Services Inc's 13F filing for Q3 2025, filed 16 Oct 2025.