CAGAS
Capital Advisory Group Advisory Services’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
13,542
+388
| +3% | +$9.41K | 0.12% | 134 |
|
|
2025
Q1 | $333K | Buy |
13,154
+2,156
| +20% | +$54.6K | 0.13% | 132 |
|
|
2024
Q4 | $292K | Buy |
+10,998
| New | +$292K | 0.1% | 144 |
|
|
2023
Q3 | – | Sell |
-18,115
| Closed | -$664K | – | 150 |
|
|
2023
Q2 | $664K | Buy |
18,115
+418
| +2% | +$15.3K | 0.47% | 52 |
|
|
2023
Q1 | $722K | Buy |
17,697
+153
| +0.9% | +$6.24K | 0.43% | 67 |
|
|
2022
Q4 | $899K | Buy |
17,544
+47
| +0.3% | +$2.41K | 0.61% | 46 |
|
|
2022
Q3 | $766K | Sell |
17,497
-938
| -5% | -$41.1K | 0.53% | 54 |
|
|
2022
Q2 | $912K | Buy |
18,435
+242
| +1% | +$12K | 0.54% | 54 |
|
|
2022
Q1 | $942K | Sell |
18,193
-442
| -2% | -$22.9K | 0.44% | 63 |
|
|
2021
Q4 | $1.1M | Buy |
18,635
+499
| +3% | +$29.5K | 0.48% | 61 |
|
|
2021
Q3 | $780K | Buy |
18,136
+285
| +2% | +$12.3K | 0.28% | 87 |
|
|
2021
Q2 | $699K | Buy |
17,851
+1,191
| +7% | +$46.6K | 0.25% | 91 |
|
|
2021
Q1 | $604K | Sell |
16,660
-144
| -0.9% | -$5.22K | 0.23% | 100 |
|
|
2020
Q4 | $619K | Buy |
16,804
+11,992
| +249% | +$442K | 0.26% | 86 |
|
|
2020
Q3 | $177K | Buy |
4,812
+1,357
| +39% | +$49.9K | 0.09% | 146 |
|
|
2020
Q2 | $113K | Buy |
3,455
+825
| +31% | +$27K | 0.06% | 171 |
|
|
2020
Q1 | $87K | Buy |
+2,630
| New | +$87K | 0.11% | 90 |
|
|
2019
Q4 | – | Sell |
-2,959
| Closed | -$107K | – | 351 |
|
|
2019
Q3 | $107K | Hold |
2,959
| – | – | 0.07% | 109 |
|
|
2019
Q2 | $127K | Hold |
2,959
| – | – | 0.08% | 102 |
|
|
2019
Q1 | $126K | Sell |
2,959
-600
| -17% | -$25.5K | 0.09% | 98 |
|
|
2018
Q4 | $155K | Buy |
3,559
+230
| +7% | +$10K | 0.12% | 82 |
|
|
2018
Q3 | $145K | Hold |
3,329
| – | – | 0.1% | 98 |
|
|
2018
Q2 | $121K | Hold |
3,329
| – | – | 0.09% | 95 |
|
|
2018
Q1 | $119K | Buy |
+3,329
| New | +$119K | 0.09% | 97 |
|