CAAS
Capital Asset Advisory Services’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
72,028
+14
| +0% | +$351 | 0.08% | 112 |
|
|
2025
Q1 | $1.78M | Sell |
72,014
-22,298
| -24% | -$551K | 0.09% | 111 |
|
|
2024
Q4 | $2.51M | Buy |
94,312
+5,632
| +6% | +$150K | 0.12% | 105 |
|
|
2024
Q3 | $2.59M | Sell |
88,680
-1,037
| -1% | -$30.3K | 0.13% | 100 |
|
|
2024
Q2 | $2.49M | Buy |
89,717
+2,572
| +3% | +$71.3K | 0.13% | 98 |
|
|
2024
Q1 | $2.32M | Buy |
87,145
+14,492
| +20% | +$386K | 0.13% | 99 |
|
|
2023
Q4 | $2.09M | Buy |
72,653
+8,166
| +13% | +$235K | 0.13% | 100 |
|
|
2023
Q3 | $2.14M | Buy |
64,487
+7,361
| +13% | +$244K | 0.15% | 83 |
|
|
2023
Q2 | $2.07M | Buy |
57,126
+1,874
| +3% | +$68.1K | 0.14% | 81 |
|
|
2023
Q1 | $2.25M | Buy |
55,252
+3,015
| +6% | +$123K | 0.17% | 70 |
|
|
2022
Q4 | $2.72M | Buy |
52,237
+5,209
| +11% | +$272K | 0.22% | 55 |
|
|
2022
Q3 | $2.06M | Buy |
47,028
+1,530
| +3% | +$67K | 0.27% | 48 |
|
|
2022
Q2 | $2.39M | Sell |
45,498
-3,732
| -8% | -$196K | 0.26% | 56 |
|
|
2022
Q1 | $2.55M | Sell |
49,230
-1,730
| -3% | -$89.6K | 0.27% | 53 |
|
|
2021
Q4 | $3.01M | Buy |
50,960
+2,406
| +5% | +$142K | 0.32% | 44 |
|
|
2021
Q3 | $2.09M | Sell |
48,554
-1,896
| -4% | -$81.5K | 0.23% | 62 |
|
|
2021
Q2 | $1.98M | Buy |
50,450
+3,827
| +8% | +$150K | 0.22% | 66 |
|
|
2021
Q1 | $1.69M | Buy |
46,623
+460
| +1% | +$16.7K | 0.25% | 65 |
|
|
2020
Q4 | $1.7M | Buy |
46,163
+6,372
| +16% | +$235K | 0.3% | 56 |
|
|
2020
Q3 | $1.46M | Sell |
39,791
-12,394
| -24% | -$455K | 0.31% | 61 |
|
|
2020
Q2 | $1.99M | Buy |
52,185
+4,032
| +8% | +$154K | 0.43% | 41 |
|
|
2020
Q1 | $1.8M | Buy |
48,153
+7,986
| +20% | +$298K | 0.48% | 43 |
|
|
2019
Q4 | $1.55M | Buy |
40,167
+17,543
| +78% | +$675K | 0.36% | 51 |
|
|
2019
Q3 | $813K | Buy |
22,624
+1,505
| +7% | +$54.1K | 0.54% | 34 |
|
|
2019
Q2 | $915K | Buy |
21,119
+758
| +4% | +$32.8K | 0.7% | 32 |
|
|
2019
Q1 | $865K | Sell |
20,361
-790
| -4% | -$33.6K | 1.12% | 15 |
|
|
2018
Q4 | $923K | Hold |
21,151
| – | – | 0.88% | 27 |
|
|
2018
Q3 | $932K | Hold |
21,151
| – | – | 0.79% | 30 |
|
|
2018
Q2 | $767K | Buy |
21,151
+200
| +1% | +$7.25K | 0.69% | 34 |
|
|
2018
Q1 | $744K | Hold |
20,951
| – | – | 0.69% | 38 |
|
|
2017
Q4 | $759K | Hold |
20,951
| – | – | 0.69% | 35 |
|
|
2017
Q3 | $748K | Hold |
20,951
| – | – | 0.68% | 35 |
|
|
2017
Q2 | $705K | Sell |
20,951
-226
| -1% | -$7.61K | 0.45% | 53 |
|
|
2017
Q1 | $724K | Buy |
21,177
+551
| +3% | +$18.8K | 0.52% | 43 |
|
|
2016
Q4 | $670K | Sell |
20,626
-1,000
| -5% | -$32.5K | 0.57% | 41 |
|
|
2016
Q3 | $732K | Buy |
21,626
+367
| +2% | +$12.4K | 0.97% | 20 |
|
|
2016
Q2 | $749K | Buy |
21,259
+100
| +0.5% | +$3.52K | 0.99% | 22 |
|
|
2016
Q1 | $627K | Buy |
21,159
+750
| +4% | +$22.2K | 0.68% | 35 |
|
|
2015
Q4 | $659K | Buy |
+20,409
| New | +$659K | 0.92% | 25 |
|