Avantax Planning Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.73M | Sell |
237,765
-3,404
| -1% | -$89K | 0.14% | 91 |
|
|
2026
Q1 | $6.77M | Sell |
241,169
-12,717
| -5% | -$339K | 0.19% | 84 |
|
|
2025
Q4 | $6.32M | Buy |
253,886
+12,310
| +5% | +$310K | 0.18% | 83 |
|
|
2025
Q3 | $6.16M | Sell |
241,576
-67,027
| -22% | -$1.65M | 0.18% | 84 |
|
|
2025
Q2 | $7.48M | Buy |
308,603
+48,878
| +19% | +$1.14M | 0.24% | 70 |
|
|
2025
Q1 | $6.58M | Buy |
259,725
+12,118
| +5% | +$317K | 0.23% | 74 |
|
|
2024
Q4 | $6.57M | Sell |
247,607
-18,410
| -7% | -$499K | 0.24% | 68 |
|
|
2024
Q3 | $7.7M | Sell |
266,017
-76,703
| -22% | -$2.24M | 0.28% | 64 |
|
|
2024
Q2 | $9.59M | Buy |
342,720
+16,453
| +5% | +$453K | 0.31% | 59 |
|
|
2024
Q1 | $9.05M | Buy |
326,267
+184,299
| +130% | +$5.11M | 0.29% | 61 |
|
|
2023
Q4 | $4.09M | Sell |
141,968
-5,322
| -4% | -$161K | 0.16% | 72 |
|
|
2023
Q3 | $4.89M | Buy |
147,290
+16,495
| +13% | +$583K | 0.2% | 62 |
|
|
2023
Q2 | $4.8M | Buy |
130,795
+2,288
| +2% | +$89.1K | 0.19% | 61 |
|
|
2023
Q1 | $5.24M | Sell |
128,507
-623
| -0.5% | -$26.9K | 0.21% | 59 |
|
|
2022
Q4 | $6.62M | Sell |
129,130
-2,925
| -2% | -$140K | 0.26% | 49 |
|
|
2022
Q3 | $5.78M | Buy |
132,055
+2,902
| +2% | +$141K | 0.26% | 47 |
|
|
2022
Q2 | $6.77M | Buy |
129,153
+10,002
| +8% | +$510K | 0.29% | 42 |
|
|
2022
Q1 | $6.17M | Buy |
119,151
+19,370
| +19% | +$1.01M | 0.24% | 42 |
|
|
2021
Q4 | $5.89M | Sell |
99,781
-18,012
| -15% | -$892K | 0.24% | 39 |
|
|
2021
Q3 | $5.07M | Sell |
117,793
-1,183
| -1% | -$52.4K | 0.23% | 31 |
|
|
2021
Q2 | $4.66M | Buy |
118,976
+868
| +0.7% | +$33.8K | 0.22% | 38 |
|
|
2021
Q1 | $4.28M | Sell |
118,108
-7,615
| -6% | -$270K | 0.22% | 37 |
|
|
2020
Q4 | $4.63M | Sell |
125,723
-15,841
| -11% | -$581K | 0.24% | 36 |
|
|
2020
Q3 | $4.93M | Sell |
141,564
-70
| -0% | -$2.45K | 0.26% | 33 |
|
|
2020
Q2 | $4.39M | Buy |
141,634
+14,388
| +11% | +$489K | 0.25% | 37 |
|
|
2020
Q1 | $3.94M | Buy |
127,246
+20,915
| +20% | +$713K | 0.27% | 30 |
|
|
2019
Q4 | $3.95M | Sell |
106,331
-4,128
| -4% | -$147K | 0.23% | 35 |
|
|
2019
Q3 | $3.77M | Buy |
110,459
+10,878
| +11% | +$396K | 0.23% | 36 |
|
|
2019
Q2 | $4.09M | Buy |
99,581
+5,688
| +6% | +$226K | 0.26% | 30 |
|
|
2019
Q1 | $3.78M | Buy |
93,893
+15,664
| +20% | +$627K | 0.26% | 34 |
|
|
2018
Q4 | $3.24M | Buy |
78,229
+3,652
| +5% | +$152K | 0.24% | 37 |
|
|
2018
Q3 | $3.12M | Buy |
74,577
+5,067
| +7% | +$195K | 0.25% | 31 |
|
|
2018
Q2 | $2.39M | Sell |
69,510
-5,434
| -7% | -$186K | 0.21% | 40 |
|
|
2018
Q1 | $2.53M | Sell |
74,944
-653
| -0.9% | -$22.4K | 0.22% | 42 |
|
|
2017
Q4 | $2.6M | Sell |
75,597
-31,412
| -29% | -$1.07M | 0.24% | 39 |
|
|
2017
Q3 | $3.63M | Sell |
107,009
-4,250
| -4% | -$137K | 0.29% | 30 |
|
|
2017
Q2 | $3.55M | Buy |
111,259
+5,846
| +6% | +$184K | 0.3% | 31 |
|
|
2017
Q1 | $3.42M | Buy |
105,413
+1,968
| +2% | +$62K | 0.31% | 29 |
|
|
2016
Q4 | $3.19M | Buy |
+103,445
| New | +$3.16M | 0.34% | 26 |
|
Other funds holding PFE
Avantax Planning Partners's PFE Position: Q2 2026 in Review
Avantax Planning Partners reduced its Pfizer (PFE) stake by 1.4% in Q2 2026, selling an estimated $89K and leaving 237,765 shares worth $5.73M. The position accounts for 0.14% of the portfolio, ranked #91.
Avantax Planning Partners first reported a position in PFE in Q4 2016 and has held it in 39 quarters since. The position peaked at $9.59M in Q2 2024. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Avantax Planning Partners held 237,765 shares of Pfizer worth $5.73M as of Q2 2026.
- Avantax Planning Partners sold 3,404 Pfizer shares in Q2 2026, an estimated $89K.
- Pfizer made up 0.14% of Avantax Planning Partners's portfolio in Q2 2026, its #91 holding.
- Avantax Planning Partners first reported a position in Pfizer in Q4 2016 and has held it in 39 quarters since.
- Avantax Planning Partners's Pfizer position peaked at $9.59M in Q2 2024.
- 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.