Bell Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
4,651
+823
| +21% | +$20K | 0.02% | 149 |
|
|
2025
Q1 | $97K | Buy |
3,828
+681
| +22% | +$17.3K | 0.02% | 147 |
|
|
2024
Q4 | $83.5K | Sell |
3,147
-1,135
| -27% | -$30.1K | 0.02% | 161 |
|
|
2024
Q3 | $124K | Sell |
4,282
-1,347
| -24% | -$39K | 0.02% | 129 |
|
|
2024
Q2 | $158K | Buy |
5,629
+137
| +2% | +$3.83K | 0.03% | 112 |
|
|
2024
Q1 | $152K | Sell |
5,492
-466
| -8% | -$12.9K | 0.03% | 113 |
|
|
2023
Q4 | $172K | Buy |
5,958
+497
| +9% | +$14.3K | 0.04% | 102 |
|
|
2023
Q3 | $181K | Buy |
5,461
+3,038
| +125% | +$101K | 0.04% | 92 |
|
|
2023
Q2 | $88.9K | Buy |
2,423
+254
| +12% | +$9.32K | 0.02% | 123 |
|
|
2023
Q1 | $88.5K | Sell |
2,169
-788
| -27% | -$32.2K | 0.02% | 109 |
|
|
2022
Q4 | $152K | Buy |
2,957
+959
| +48% | +$49.1K | 0.04% | 89 |
|
|
2022
Q3 | $87K | Buy |
1,998
+208
| +12% | +$9.06K | 0.03% | 85 |
|
|
2022
Q2 | $94K | Buy |
+1,790
| New | +$94K | 0.03% | 93 |
|
|
2021
Q4 | $99K | Buy |
1,683
+183
| +12% | +$10.8K | 0.03% | 103 |
|
|
2021
Q3 | $65K | Buy |
+1,500
| New | +$65K | 0.02% | 118 |
|