Avantax Advisory Services’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
423,497
+54,086
| +15% | +$1.31M | 0.06% | 262 |
|
|
2025
Q1 | $9.36M | Buy |
369,411
+20,421
| +6% | +$517K | 0.06% | 263 |
|
|
2024
Q4 | $9.26M | Buy |
348,990
+17,054
| +5% | +$452K | 0.06% | 247 |
|
|
2024
Q3 | $9.61M | Buy |
331,936
+23,182
| +8% | +$671K | 0.06% | 224 |
|
|
2024
Q2 | $8.64M | Buy |
308,754
+16,673
| +6% | +$467K | 0.06% | 236 |
|
|
2024
Q1 | $8.11M | Sell |
292,081
-24,933
| -8% | -$692K | 0.07% | 214 |
|
|
2023
Q4 | $9.13M | Buy |
317,014
+18,900
| +6% | +$544K | 0.09% | 178 |
|
|
2023
Q3 | $9.89M | Buy |
298,114
+18,209
| +7% | +$604K | 0.11% | 144 |
|
|
2023
Q2 | $10.3M | Buy |
279,905
+3,003
| +1% | +$110K | 0.12% | 143 |
|
|
2023
Q1 | $11.3M | Buy |
276,902
+50,267
| +22% | +$2.05M | 0.14% | 121 |
|
|
2022
Q4 | $11.6M | Sell |
226,635
-51,019
| -18% | -$2.61M | 0.15% | 112 |
|
|
2022
Q3 | $12.2M | Buy |
277,654
+16,069
| +6% | +$703K | 0.19% | 88 |
|
|
2022
Q2 | $13.7M | Buy |
261,585
+15,932
| +6% | +$835K | 0.21% | 80 |
|
|
2022
Q1 | $12.7M | Buy |
245,653
+5,279
| +2% | +$273K | 0.17% | 91 |
|
|
2021
Q4 | $14.2M | Buy |
240,374
+8,584
| +4% | +$507K | 0.21% | 78 |
|
|
2021
Q3 | $9.97M | Buy |
231,790
+6,367
| +3% | +$274K | 0.17% | 98 |
|
|
2021
Q2 | $8.83M | Buy |
225,423
+13,676
| +6% | +$536K | 0.16% | 102 |
|
|
2021
Q1 | $7.66M | Buy |
211,747
+1,210
| +0.6% | +$43.8K | 0.16% | 106 |
|
|
2020
Q4 | $7.75M | Sell |
210,537
-214,002
| -50% | -$7.87M | 0.18% | 93 |
|
|
2020
Q3 | $14.8M | Buy |
424,539
+273,100
| +180% | +$9.51M | 0.24% | 77 |
|
|
2020
Q2 | $4.7M | Buy |
151,439
+1,109
| +0.7% | +$34.4K | 0.14% | 119 |
|
|
2020
Q1 | $4.66M | Sell |
150,330
-16,898
| -10% | -$523K | 0.14% | 107 |
|
|
2019
Q4 | $6.22M | Buy |
167,228
+32,903
| +24% | +$1.22M | 0.14% | 92 |
|
|
2019
Q3 | $4.58M | Buy |
134,325
+7,442
| +6% | +$254K | 0.19% | 67 |
|
|
2019
Q2 | $5.22M | Buy |
126,883
+14,089
| +12% | +$579K | 0.23% | 53 |
|
|
2019
Q1 | $4.55M | Buy |
112,794
+10,844
| +11% | +$437K | 0.24% | 52 |
|
|
2018
Q4 | $4.22M | Buy |
+101,950
| New | +$4.22M | 0.71% | 34 |
|