Bragg Financial 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 | $6.95M | Buy |
286,578
+21,136
| +8% | +$512K | 0.25% | 121 |
|
|
2025
Q1 | $6.73M | Buy |
265,442
+10,368
| +4% | +$263K | 0.28% | 116 |
|
|
2024
Q4 | $6.77M | Sell |
255,074
-17,232
| -6% | -$457K | 0.27% | 116 |
|
|
2024
Q3 | $7.88M | Buy |
272,306
+11,087
| +4% | +$321K | 0.32% | 108 |
|
|
2024
Q2 | $7.31M | Buy |
261,219
+26,969
| +12% | +$755K | 0.33% | 106 |
|
|
2024
Q1 | $6.5M | Sell |
234,250
-32,561
| -12% | -$904K | 0.29% | 112 |
|
|
2023
Q4 | $7.68M | Sell |
266,811
-6,691
| -2% | -$193K | 0.37% | 102 |
|
|
2023
Q3 | $9.07M | Buy |
273,502
+3,685
| +1% | +$122K | 0.48% | 80 |
|
|
2023
Q2 | $9.9M | Buy |
269,817
+11,194
| +4% | +$411K | 0.54% | 78 |
|
|
2023
Q1 | $10.6M | Buy |
258,623
+3,422
| +1% | +$140K | 0.62% | 66 |
|
|
2022
Q4 | $13.1M | Buy |
255,201
+7,003
| +3% | +$359K | 0.8% | 43 |
|
|
2022
Q3 | $10.9M | Buy |
248,198
+1,067
| +0.4% | +$46.7K | 0.75% | 44 |
|
|
2022
Q2 | $13M | Buy |
247,131
+2,445
| +1% | +$128K | 0.86% | 35 |
|
|
2022
Q1 | $12.7M | Buy |
244,686
+10,039
| +4% | +$520K | 0.74% | 50 |
|
|
2021
Q4 | $10.1M | Hold |
234,647
| – | – | 0.65% | 63 |
|
|
2021
Q3 | $10.1M | Buy |
234,647
+6,828
| +3% | +$294K | 0.65% | 63 |
|
|
2021
Q2 | $8.92M | Buy |
227,819
+7,762
| +4% | +$304K | 0.57% | 73 |
|
|
2021
Q1 | $7.97M | Buy |
220,057
+7,535
| +4% | +$273K | 0.54% | 76 |
|
|
2020
Q4 | $7.82M | Sell |
212,522
-4,502
| -2% | -$166K | 0.68% | 54 |
|
|
2020
Q3 | $7.56M | Buy |
217,024
+3,273
| +2% | +$114K | 0.77% | 47 |
|
|
2020
Q2 | $6.63M | Buy |
213,751
+5,971
| +3% | +$185K | 0.74% | 49 |
|
|
2020
Q1 | $6.43M | Buy |
207,780
+12,164
| +6% | +$377K | 0.86% | 40 |
|
|
2019
Q4 | $7.27M | Buy |
195,616
+1,657
| +0.9% | +$61.6K | 0.81% | 39 |
|
|
2019
Q3 | $6.61M | Buy |
193,959
+7,145
| +4% | +$244K | 0.8% | 42 |
|
|
2019
Q2 | $7.68M | Buy |
186,814
+2,345
| +1% | +$96.4K | 0.95% | 33 |
|
|
2019
Q1 | $7.43M | Buy |
184,469
+5,311
| +3% | +$214K | 0.97% | 33 |
|
|
2018
Q4 | $7.42M | Buy |
179,158
+2,499
| +1% | +$103K | 1.12% | 23 |
|
|
2018
Q3 | $7.39M | Buy |
176,659
+2,210
| +1% | +$92.4K | 0.99% | 30 |
|
|
2018
Q2 | $6.01M | Buy |
174,449
+2,788
| +2% | +$96K | 0.86% | 39 |
|
|
2018
Q1 | $5.78M | Buy |
171,661
+3,540
| +2% | +$119K | 0.85% | 37 |
|
|
2017
Q4 | $5.78M | Buy |
168,121
+4,667
| +3% | +$160K | 0.83% | 39 |
|
|
2017
Q3 | $5.54M | Buy |
163,454
+196
| +0.1% | +$6.64K | 0.85% | 37 |
|
|
2017
Q2 | $5.2M | Buy |
163,258
+2,543
| +2% | +$81K | 0.82% | 39 |
|
|
2017
Q1 | $5.22M | Buy |
160,715
+2,046
| +1% | +$66.4K | 0.84% | 37 |
|
|
2016
Q4 | $4.89M | Buy |
158,669
+6,899
| +5% | +$213K | 0.81% | 34 |
|
|
2016
Q3 | $4.88M | Buy |
151,770
+286
| +0.2% | +$9.19K | 0.87% | 30 |
|
|
2016
Q2 | $5.06M | Buy |
151,484
+3,291
| +2% | +$110K | 0.91% | 27 |
|
|
2016
Q1 | $4.17M | Buy |
148,193
+3,779
| +3% | +$106K | 0.8% | 40 |
|
|
2015
Q4 | $4.42M | Buy |
144,414
+1,201
| +0.8% | +$36.8K | 0.95% | 28 |
|
|
2015
Q3 | $4.27M | Buy |
143,213
+6,644
| +5% | +$198K | 1.02% | 27 |
|
|
2015
Q2 | $4.35M | Buy |
136,569
+3,556
| +3% | +$113K | 0.99% | 25 |
|
|
2015
Q1 | $4.39M | Buy |
133,013
+8,258
| +7% | +$273K | 1.01% | 26 |
|
|
2014
Q4 | $3.69M | Sell |
124,755
-52
| -0% | -$1.54K | 0.89% | 35 |
|
|
2014
Q3 | $3.5M | Sell |
124,807
-3,494
| -3% | -$98K | 0.88% | 31 |
|
|
2014
Q2 | $3.61M | Sell |
128,301
-533
| -0.4% | -$15K | 0.87% | 32 |
|
|
2014
Q1 | $3.93M | Sell |
128,834
-807
| -0.6% | -$24.6K | 0.96% | 27 |
|
|
2013
Q4 | $3.77M | Sell |
129,641
-237
| -0.2% | -$6.89K | 0.91% | 30 |
|
|
2013
Q3 | $3.54M | Buy |
129,878
+3,939
| +3% | +$107K | 0.92% | 30 |
|
|
2013
Q2 | $3.35M | Buy |
+125,939
| New | +$3.35M | 0.92% | 30 |
|