Aveo Capital Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,896
| Closed | -$236K | – | 287 |
|
|
2024
Q4 | $236K | Buy |
8,896
+351
| +4% | +$9.31K | 0.03% | 318 |
|
|
2024
Q3 | $247K | Buy |
8,545
+525
| +7% | +$15.2K | 0.03% | 303 |
|
|
2024
Q2 | $224K | Sell |
8,020
-3,059
| -28% | -$85.6K | 0.03% | 295 |
|
|
2024
Q1 | $308K | Sell |
11,079
-35
| -0.3% | -$973 | 0.03% | 286 |
|
|
2023
Q4 | $320K | Sell |
11,114
-14,828
| -57% | -$427K | 0.04% | 261 |
|
|
2023
Q3 | $861K | Sell |
25,942
-700
| -3% | -$23.2K | 0.11% | 137 |
|
|
2023
Q2 | $977K | Buy |
26,642
+436
| +2% | +$16K | 0.12% | 132 |
|
|
2023
Q1 | $1.07M | Sell |
26,206
-6,024
| -19% | -$246K | 0.14% | 112 |
|
|
2022
Q4 | $1.65M | Buy |
32,230
+2,073
| +7% | +$106K | 0.25% | 86 |
|
|
2022
Q3 | $1.32M | Buy |
30,157
+6,265
| +26% | +$274K | 0.23% | 85 |
|
|
2022
Q2 | $1.25M | Sell |
23,892
-824
| -3% | -$43.2K | 0.21% | 97 |
|
|
2022
Q1 | $1.28M | Sell |
24,716
-2,113
| -8% | -$109K | 0.23% | 93 |
|
|
2021
Q4 | $1.58M | Buy |
26,829
+16,681
| +164% | +$985K | 0.28% | 78 |
|
|
2021
Q3 | $436K | Sell |
10,148
-540
| -5% | -$23.2K | 0.09% | 170 |
|
|
2021
Q2 | $419K | Buy |
10,688
+67
| +0.6% | +$2.63K | 0.09% | 177 |
|
|
2021
Q1 | $385K | Buy |
+10,621
| New | +$385K | 0.1% | 164 |
|
|
2020
Q4 | – | Sell |
-8,698
| Closed | -$303K | – | 141 |
|
|
2020
Q3 | $303K | Buy |
+8,698
| New | +$303K | 0.11% | 150 |
|
|
2020
Q2 | – | Sell |
-7,531
| Closed | -$233K | – | 121 |
|
|
2020
Q1 | $233K | Buy |
7,531
+440
| +6% | +$13.6K | 0.11% | 134 |
|
|
2019
Q4 | $264K | Buy |
7,091
+698
| +11% | +$26K | 0.1% | 159 |
|
|
2019
Q3 | $231K | Buy |
6,393
+90
| +1% | +$3.25K | 0.1% | 162 |
|
|
2019
Q2 | $256K | Sell |
6,303
-27
| -0.4% | -$1.1K | 0.11% | 153 |
|
|
2019
Q1 | $255K | Sell |
6,330
-129
| -2% | -$5.2K | 0.12% | 132 |
|
|
2018
Q4 | $267K | Sell |
6,459
-3
| -0% | -$124 | 0.13% | 104 |
|
|
2018
Q3 | $272K | Sell |
6,462
-3,781
| -37% | -$159K | 0.12% | 104 |
|
|
2018
Q2 | $353K | Sell |
10,243
-129
| -1% | -$4.45K | 0.16% | 92 |
|
|
2018
Q1 | $349K | Buy |
10,372
+1,567
| +18% | +$52.7K | 0.15% | 94 |
|
|
2017
Q4 | $303K | Sell |
8,805
-603
| -6% | -$20.8K | 0.1% | 99 |
|
|
2017
Q3 | $319K | Buy |
9,408
+66
| +0.7% | +$2.24K | 0.11% | 86 |
|
|
2017
Q2 | $298K | Buy |
9,342
+1,078
| +13% | +$34.4K | 0.11% | 88 |
|
|
2017
Q1 | $268K | Sell |
8,264
-13,541
| -62% | -$439K | 0.1% | 92 |
|
|
2016
Q4 | $672K | Buy |
+21,805
| New | +$672K | 0.19% | 80 |
|