BOK Financial Private Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Hold |
8,795
| – | – | 0.01% | 172 |
|
|
2025
Q1 | $223K | Sell |
8,795
-5,071
| -37% | -$129K | 0.02% | 165 |
|
|
2024
Q4 | $368K | Sell |
13,866
-706
| -5% | -$18.7K | 0.03% | 142 |
|
|
2024
Q3 | $422K | Buy |
14,572
+1,298
| +10% | +$37.6K | 0.03% | 141 |
|
|
2024
Q2 | $371K | Sell |
13,274
-558
| -4% | -$15.6K | 0.03% | 143 |
|
|
2024
Q1 | $384K | Buy |
13,832
+558
| +4% | +$15.5K | 0.03% | 144 |
|
|
2023
Q4 | $382K | Sell |
13,274
-69
| -0.5% | -$1.99K | 0.03% | 137 |
|
|
2023
Q3 | $443K | Buy |
13,343
+988
| +8% | +$32.8K | 0.04% | 128 |
|
|
2023
Q2 | $453K | Buy |
12,355
+491
| +4% | +$18K | 0.04% | 128 |
|
|
2023
Q1 | $484K | Buy |
11,864
+31
| +0.3% | +$1.27K | 0.04% | 132 |
|
|
2022
Q4 | $606K | Sell |
11,833
-6,131
| -34% | -$314K | 0.05% | 121 |
|
|
2022
Q3 | $786K | Sell |
17,964
-472
| -3% | -$20.7K | 0.07% | 110 |
|
|
2022
Q2 | $967K | Sell |
18,436
-22,111
| -55% | -$1.16M | 0.09% | 107 |
|
|
2022
Q1 | $2.1M | Sell |
40,547
-735
| -2% | -$38K | 0.15% | 94 |
|
|
2021
Q4 | $2.44M | Buy |
41,282
+14,309
| +53% | +$845K | 0.17% | 87 |
|
|
2021
Q3 | $1.16M | Buy |
26,973
+4,246
| +19% | +$183K | 0.09% | 103 |
|
|
2021
Q2 | $890K | Buy |
22,727
+3,806
| +20% | +$149K | 0.07% | 112 |
|
|
2021
Q1 | $686K | Sell |
18,921
-74
| -0.4% | -$2.68K | 0.06% | 113 |
|
|
2020
Q4 | $699K | Buy |
18,995
+2,237
| +13% | +$82.3K | 0.07% | 108 |
|
|
2020
Q3 | $583K | Sell |
16,758
-638
| -4% | -$22.2K | 0.06% | 111 |
|
|
2020
Q2 | $540K | Sell |
17,396
-911
| -5% | -$28.3K | 0.06% | 114 |
|
|
2020
Q1 | $567K | Sell |
18,307
-17,682
| -49% | -$548K | 0.07% | 121 |
|
|
2019
Q4 | $1.34M | Buy |
35,989
+21,016
| +140% | +$781K | 0.11% | 89 |
|
|
2019
Q3 | $510K | Sell |
14,973
-987
| -6% | -$33.6K | 0.07% | 66 |
|
|
2019
Q2 | $656K | Buy |
15,960
+1,281
| +9% | +$52.7K | 0.1% | 59 |
|
|
2019
Q1 | $591K | Buy |
14,679
+141
| +1% | +$5.68K | 0.08% | 57 |
|
|
2018
Q4 | $602K | Buy |
14,538
+4,134
| +40% | +$171K | 0.08% | 60 |
|
|
2018
Q3 | $435K | Hold |
10,404
| – | – | 0.07% | 59 |
|
|
2018
Q2 | $358K | Sell |
10,404
-11,594
| -53% | -$399K | 0.06% | 60 |
|
|
2018
Q1 | $741K | Sell |
21,998
-275
| -1% | -$9.26K | 0.12% | 45 |
|
|
2017
Q4 | $765K | Buy |
22,273
+157
| +0.7% | +$5.39K | 0.12% | 48 |
|
|
2017
Q3 | $749K | Sell |
22,116
-6,160
| -22% | -$209K | 0.12% | 51 |
|
|
2017
Q2 | $901K | Sell |
28,276
-7,940
| -22% | -$253K | 0.13% | 46 |
|
|
2017
Q1 | $1.18M | Buy |
36,216
+3,171
| +10% | +$103K | 0.17% | 42 |
|
|
2016
Q4 | $1.02M | Buy |
33,045
+1,581
| +5% | +$48.7K | 0.15% | 48 |
|
|
2016
Q3 | $1.01M | Sell |
31,464
-99
| -0.3% | -$3.18K | 0.15% | 44 |
|
|
2016
Q2 | $1.05M | Buy |
31,563
+7,726
| +32% | +$258K | 0.17% | 42 |
|
|
2016
Q1 | $670K | Buy |
23,837
+527
| +2% | +$14.8K | 0.11% | 34 |
|
|
2015
Q4 | $714K | Hold |
23,310
| – | – | 0.12% | 32 |
|
|
2015
Q3 | $695K | Buy |
23,310
+3,162
| +16% | +$94.3K | 0.12% | 32 |
|
|
2015
Q2 | $641K | Sell |
20,148
-1,054
| -5% | -$33.5K | 0.11% | 35 |
|
|
2015
Q1 | $700K | Hold |
21,202
| – | – | 0.12% | 34 |
|
|
2014
Q4 | $627K | Hold |
21,202
| – | – | 0.1% | 40 |
|
|
2014
Q3 | $595K | Hold |
21,202
| – | – | 0.1% | 38 |
|
|
2014
Q2 | $597K | Sell |
21,202
-475
| -2% | -$13.4K | 0.1% | 38 |
|
|
2014
Q1 | $661K | Hold |
21,677
| – | – | 0.12% | 36 |
|
|
2013
Q4 | $630K | Buy |
21,677
+597
| +3% | +$17.4K | 0.11% | 34 |
|
|
2013
Q3 | $575K | Buy |
21,080
+12,648
| +150% | +$345K | 0.12% | 34 |
|
|
2013
Q2 | $224K | Buy |
+8,432
| New | +$224K | 0.05% | 47 |
|