Capstone Financial Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $241K | Sell |
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|
2024
Q3 | $288K | Buy |
|
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|
2024
Q2 | $278K | Sell |
|
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|
2024
Q1 | $277K | Sell |
|
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|
2023
Q4 | $383K | Buy |
|
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|
2023
Q3 | $439K | Buy |
|
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|
2023
Q2 | $413K | Buy |
|
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|
2023
Q1 | $425K | Sell |
|
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|
2022
Q4 | $595K | Sell |
|
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|
2022
Q3 | $529K | Buy |
|
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|
2022
Q2 | $608K | Sell |
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|
2022
Q1 | $605K | Buy |
|
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|
2021
Q4 | $680K | Buy |
|
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|
2021
Q3 | $486K | Buy |
|
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|
2021
Q2 | $430K | Buy |
|
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|
2021
Q1 | $350K | Sell |
|
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|
2020
Q4 | $523K | Buy |
|
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|
2020
Q3 | $478K | Buy |
|
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|
2020
Q2 | $268K | Hold |
|
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|
2020
Q1 | $268K | Sell |
|
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|
2019
Q4 | $361K | Buy |
|
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|
2019
Q3 | $266K | Sell |
|
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|
2019
Q2 | $325K | Sell |
|
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|
2019
Q1 | $320K | Buy |
|
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|
2018
Q4 | $311K | Buy |
|
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|
2018
Q3 | $314K | Buy |
|
|||||
|
2018
Q2 | $258K | Hold |
|
|||||
|
2018
Q1 | $252K | Sell |
|
|||||
|
2017
Q4 | $259K | Sell |
|
|||||
|
2017
Q3 | $262K | Sell |
|
|||||
|
2017
Q2 | $267K | Buy |
|
|||||
|
2017
Q1 | $264K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $253K | Buy |
|
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|
2016
Q2 | $214K | Buy |
|
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|
2015
Q3 | – | Sell |
|
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|
2015
Q2 | $633K | Buy |
|
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|
2015
Q1 | $257K | Buy |
|