Atria Investments’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.1M | Buy |
375,544
+59,750
| +19% | +$1.45M | 0.11% | 213 |
|
|
2025
Q1 | $8M | Buy |
315,794
+48,647
| +18% | +$1.23M | 0.1% | 230 |
|
|
2024
Q4 | $7.09M | Sell |
267,147
-33,283
| -11% | -$883K | 0.09% | 263 |
|
|
2024
Q3 | $8.69M | Buy |
300,430
+3,243
| +1% | +$93.9K | 0.11% | 213 |
|
|
2024
Q2 | $8.32M | Buy |
297,187
+22,412
| +8% | +$627K | 0.11% | 204 |
|
|
2024
Q1 | $7.63M | Buy |
274,775
+29,688
| +12% | +$824K | 0.11% | 232 |
|
|
2023
Q4 | $7.06M | Sell |
245,087
-73,011
| -23% | -$2.1M | 0.11% | 220 |
|
|
2023
Q3 | $10.6M | Buy |
318,098
+27,382
| +9% | +$908K | 0.19% | 120 |
|
|
2023
Q2 | $10.7M | Buy |
290,716
+98
| +0% | +$3.59K | 0.19% | 119 |
|
|
2023
Q1 | $11.9M | Buy |
290,618
+5,819
| +2% | +$237K | 0.22% | 102 |
|
|
2022
Q4 | $14.6M | Buy |
284,799
+47,386
| +20% | +$2.43M | 0.3% | 73 |
|
|
2022
Q3 | $10.4M | Sell |
237,413
-20,171
| -8% | -$883K | 0.23% | 98 |
|
|
2022
Q2 | $13.5M | Buy |
257,584
+14,341
| +6% | +$752K | 0.28% | 75 |
|
|
2022
Q1 | $12.6M | Buy |
243,243
+23,572
| +11% | +$1.22M | 0.22% | 103 |
|
|
2021
Q4 | $13M | Sell |
219,671
-3,818
| -2% | -$225K | 0.23% | 103 |
|
|
2021
Q3 | $9.61M | Sell |
223,489
-5,254
| -2% | -$226K | 0.17% | 133 |
|
|
2021
Q2 | $8.96M | Buy |
228,743
+15,117
| +7% | +$592K | 0.17% | 133 |
|
|
2021
Q1 | $7.74M | Buy |
213,626
+7,926
| +4% | +$287K | 0.17% | 135 |
|
|
2020
Q4 | $7.57M | Sell |
205,700
-39,880
| -16% | -$1.47M | 0.18% | 133 |
|
|
2020
Q3 | $8.55M | Buy |
245,580
+19,545
| +9% | +$681K | 0.26% | 91 |
|
|
2020
Q2 | $7.01M | Buy |
+226,035
| New | +$7.01M | 0.24% | 100 |
|
|
2020
Q1 | – | Sell |
-372,297
| Closed | -$13.8M | – | 1001 |
|
|
2019
Q4 | $13.8M | Buy |
372,297
+156,931
| +73% | +$5.83M | 0.37% | 52 |
|
|
2019
Q3 | $7.34M | Buy |
215,366
+9,976
| +5% | +$340K | 0.26% | 80 |
|
|
2019
Q2 | $6.79M | Buy |
205,390
+47,242
| +30% | +$1.56M | 0.25% | 86 |
|
|
2019
Q1 | $6.37M | Sell |
158,148
-5,721
| -3% | -$231K | 0.27% | 78 |
|
|
2018
Q4 | $6.79M | Sell |
163,869
-58,490
| -26% | -$2.42M | 0.3% | 57 |
|
|
2018
Q3 | $9.3M | Sell |
222,359
-7,666
| -3% | -$321K | 0.37% | 47 |
|
|
2018
Q2 | $7.92M | Sell |
230,025
-12,895
| -5% | -$444K | 0.35% | 53 |
|
|
2018
Q1 | $8.18M | Sell |
242,920
-4,359
| -2% | -$147K | 0.39% | 41 |
|
|
2017
Q4 | $8.5M | Buy |
247,279
+27,117
| +12% | +$932K | 0.42% | 39 |
|
|
2017
Q3 | $7.46M | Buy |
220,162
+3,209
| +1% | +$109K | 0.41% | 42 |
|
|
2017
Q2 | $6.91M | Buy |
216,953
+13,137
| +6% | +$419K | 0.42% | 41 |
|
|
2017
Q1 | $6.62M | Buy |
203,816
+30,508
| +18% | +$990K | 0.43% | 39 |
|
|
2016
Q4 | $5.34M | Buy |
173,308
+37,372
| +27% | +$1.15M | 0.41% | 41 |
|
|
2016
Q3 | $4.37M | Buy |
135,936
+31,837
| +31% | +$1.02M | 0.4% | 42 |
|
|
2016
Q2 | $3.53M | Buy |
104,099
+11,688
| +13% | +$396K | 0.38% | 39 |
|
|
2016
Q1 | $2.6M | Buy |
92,411
+12,400
| +15% | +$349K | 0.3% | 49 |
|
|
2015
Q4 | $2.35M | Buy |
80,011
+14,351
| +22% | +$422K | 0.26% | 60 |
|
|
2015
Q3 | $1.96M | Buy |
65,660
+2,884
| +5% | +$86K | 0.27% | 60 |
|
|
2015
Q2 | $2M | Sell |
62,776
-9,227
| -13% | -$294K | 0.23% | 60 |
|
|
2015
Q1 | $2.38M | Sell |
72,003
-8,589
| -11% | -$284K | 0.27% | 58 |
|
|
2014
Q4 | $2.38M | Buy |
80,592
+4,563
| +6% | +$135K | 0.25% | 66 |
|
|
2014
Q3 | $2.13M | Buy |
76,029
+802
| +1% | +$22.5K | 0.22% | 89 |
|
|
2014
Q2 | $2.12M | Buy |
75,227
+3,291
| +5% | +$92.7K | 0.21% | 95 |
|
|
2014
Q1 | $2.19M | Buy |
71,936
+6,421
| +10% | +$196K | 0.22% | 85 |
|
|
2013
Q4 | $1.9M | Sell |
65,515
-2,188
| -3% | -$63.6K | 0.19% | 105 |
|
|
2013
Q3 | $1.85M | Buy |
67,703
+840
| +1% | +$22.9K | 0.19% | 77 |
|
|
2013
Q2 | $1.78M | Buy |
+66,863
| New | +$1.78M | 0.22% | 68 |
|