Capital Planning Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $422K | Buy |
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|
2024
Q2 | $406K | Buy |
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|
2024
Q1 | $397K | Buy |
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|
2023
Q4 | $407K | Sell |
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|
2023
Q3 | $543K | Buy |
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|
2023
Q2 | $590K | Buy |
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|
2023
Q1 | $645K | Sell |
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|
2022
Q4 | $915K | Buy |
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|
2022
Q3 | $700K | Sell |
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|
2022
Q2 | $885K | Sell |
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|
2022
Q1 | $887K | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $614K | Hold |
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|
2021
Q2 | $559K | Hold |
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|
2021
Q1 | $517K | Buy |
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|
2020
Q4 | $518K | Sell |
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|
2020
Q3 | $622K | Sell |
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|
2020
Q2 | $595K | Sell |
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|
2020
Q1 | $605K | Sell |
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|
2019
Q4 | $749K | Sell |
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|
2019
Q3 | $771K | Sell |
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|
2019
Q2 | $1.41M | Sell |
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|
2019
Q1 | $1.46M | Buy |
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|
2018
Q4 | $1.49M | Sell |
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|
2018
Q3 | $1.62M | Buy |
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|
2018
Q2 | $661K | Sell |
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|
2018
Q1 | $1.95M | Sell |
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|
2017
Q4 | $2.26M | Sell |
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|
2017
Q3 | $2.76M | Sell |
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|
2017
Q2 | $3.86M | Sell |
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|
2017
Q1 | $4.27M | Sell |
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|
2016
Q4 | $4.65M | Sell |
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|
2016
Q3 | $4.93M | Sell |
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|
2016
Q2 | $5.18M | Buy |
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|
2016
Q1 | $4.19M | Buy |
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|
2015
Q4 | $3.85M | Buy |
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|
2015
Q3 | $3.39M | Buy |
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|
2015
Q2 | $2.94M | Buy |
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|
2015
Q1 | $2.85M | Buy |
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|
2014
Q4 | $2.22M | Buy |
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