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Avantax Planning Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.48M | Buy |
308,603
+48,878
| +19% | +$1.18M | 0.24% | 70 |
|
|
2025
Q1 | $6.58M | Buy |
259,725
+12,118
| +5% | +$307K | 0.23% | 74 |
|
|
2024
Q4 | $6.57M | Sell |
247,607
-18,410
| -7% | -$488K | 0.24% | 68 |
|
|
2024
Q3 | $7.7M | Sell |
266,017
-76,703
| -22% | -$2.22M | 0.28% | 64 |
|
|
2024
Q2 | $9.59M | Buy |
342,720
+16,453
| +5% | +$460K | 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% | -$153K | 0.16% | 72 |
|
|
2023
Q3 | $4.89M | Buy |
147,290
+16,495
| +13% | +$547K | 0.2% | 62 |
|
|
2023
Q2 | $4.8M | Buy |
130,795
+2,288
| +2% | +$83.9K | 0.19% | 61 |
|
|
2023
Q1 | $5.24M | Sell |
128,507
-623
| -0.5% | -$25.4K | 0.21% | 59 |
|
|
2022
Q4 | $6.62M | Sell |
129,130
-2,925
| -2% | -$150K | 0.26% | 49 |
|
|
2022
Q3 | $5.78M | Buy |
132,055
+2,902
| +2% | +$127K | 0.26% | 47 |
|
|
2022
Q2 | $6.77M | Buy |
129,153
+10,002
| +8% | +$524K | 0.29% | 42 |
|
|
2022
Q1 | $6.17M | Buy |
119,151
+19,370
| +19% | +$1M | 0.24% | 42 |
|
|
2021
Q4 | $5.89M | Sell |
99,781
-18,012
| -15% | -$1.06M | 0.24% | 39 |
|
|
2021
Q3 | $5.07M | Sell |
117,793
-1,183
| -1% | -$50.9K | 0.23% | 31 |
|
|
2021
Q2 | $4.66M | Buy |
118,976
+868
| +0.7% | +$34K | 0.22% | 38 |
|
|
2021
Q1 | $4.28M | Sell |
118,108
-7,615
| -6% | -$276K | 0.22% | 37 |
|
|
2020
Q4 | $4.63M | Sell |
125,723
-8,588
| -6% | -$316K | 0.24% | 36 |
|
|
2020
Q3 | $4.93M | Sell |
134,311
-67
| -0% | -$2.46K | 0.26% | 33 |
|
|
2020
Q2 | $4.39M | Buy |
134,378
+13,651
| +11% | +$446K | 0.25% | 37 |
|
|
2020
Q1 | $3.94M | Buy |
120,727
+19,844
| +20% | +$648K | 0.27% | 30 |
|
|
2019
Q4 | $3.95M | Sell |
100,883
-3,917
| -4% | -$153K | 0.23% | 35 |
|
|
2019
Q3 | $3.77M | Buy |
104,800
+10,321
| +11% | +$371K | 0.23% | 36 |
|
|
2019
Q2 | $4.09M | Buy |
94,479
+5,396
| +6% | +$234K | 0.26% | 30 |
|
|
2019
Q1 | $3.78M | Buy |
89,083
+14,862
| +20% | +$631K | 0.26% | 34 |
|
|
2018
Q4 | $3.24M | Buy |
74,221
+3,465
| +5% | +$151K | 0.24% | 37 |
|
|
2018
Q3 | $3.12M | Buy |
70,756
+4,807
| +7% | +$212K | 0.25% | 31 |
|
|
2018
Q2 | $2.39M | Sell |
65,949
-5,155
| -7% | -$187K | 0.21% | 40 |
|
|
2018
Q1 | $2.53M | Sell |
71,104
-620
| -0.9% | -$22K | 0.22% | 42 |
|
|
2017
Q4 | $2.6M | Sell |
71,724
-29,803
| -29% | -$1.08M | 0.24% | 39 |
|
|
2017
Q3 | $3.63M | Sell |
101,527
-4,032
| -4% | -$144K | 0.29% | 30 |
|
|
2017
Q2 | $3.55M | Buy |
105,559
+5,547
| +6% | +$186K | 0.3% | 31 |
|
|
2017
Q1 | $3.42M | Buy |
100,012
+1,867
| +2% | +$63.9K | 0.31% | 29 |
|
|
2016
Q4 | $3.19M | Buy |
+98,145
| New | +$3.19M | 0.34% | 26 |
|