CCG Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $305K | Buy |
10,858
+1,074
| +11% | +$28.6K | 0.08% | 112 |
|
|
2025
Q4 | $244K | Buy |
9,784
+294
| +3% | +$7.41K | 0.1% | 91 |
|
|
2025
Q3 | $242K | Sell |
9,490
-2,153
| -18% | -$53.1K | 0.11% | 80 |
|
|
2025
Q2 | $282K | Buy |
11,643
+3,737
| +47% | +$87.2K | 0.15% | 63 |
|
|
2025
Q1 | $200K | Buy |
+7,906
| New | +$207K | 0.12% | 73 |
|
|
2024
Q4 | – | Sell |
-7,702
| Closed | -$223K | – | 74 |
|
|
2024
Q3 | $223K | Sell |
7,702
-378
| -5% | -$11K | 0.12% | 65 |
|
|
2024
Q2 | $226K | Buy |
+8,080
| New | +$222K | 0.13% | 60 |
|
|
2024
Q1 | – | Sell |
-7,820
| Closed | -$225K | – | 76 |
|
|
2023
Q4 | $225K | Sell |
7,820
-1,879
| -19% | -$56.8K | 0.15% | 53 |
|
|
2023
Q3 | $322K | Buy |
9,699
+100
| +1% | +$3.54K | 0.21% | 46 |
|
|
2023
Q2 | $352K | Sell |
9,599
-5
| -0.1% | -$195 | 0.22% | 43 |
|
|
2023
Q1 | $392K | Sell |
9,604
-3,165
| -25% | -$137K | 0.26% | 40 |
|
|
2022
Q4 | $654K | Buy |
12,769
+180
| +1% | +$8.63K | 0.36% | 36 |
|
|
2022
Q3 | $551K | Sell |
12,589
-407
| -3% | -$19.8K | 0.34% | 34 |
|
|
2022
Q2 | $681K | Sell |
12,996
-828
| -6% | -$42.2K | 0.38% | 31 |
|
|
2022
Q1 | $716K | Buy |
13,824
+400
| +3% | +$20.8K | 0.35% | 37 |
|
|
2021
Q4 | $793K | Hold |
13,424
| – | – | 0.41% | 31 |
|
|
2021
Q3 | $577K | Hold |
13,424
| – | – | 0.34% | 52 |
|
|
2021
Q2 | $526K | Sell |
13,424
-391
| -3% | -$15.2K | 0.41% | 35 |
|
|
2021
Q1 | $501K | Buy |
13,815
+30
| +0.2% | +$1.06K | 0.49% | 31 |
|
|
2020
Q4 | $507K | Sell |
13,785
-2,030
| -13% | -$74.5K | 0.53% | 37 |
|
|
2020
Q3 | $551K | Sell |
15,815
-445
| -3% | -$15.6K | 0.52% | 26 |
|
|
2020
Q2 | $504K | Sell |
16,260
-1,358
| -8% | -$46.1K | 0.47% | 26 |
|
|
2020
Q1 | $546K | Sell |
17,618
-55
| -0.3% | -$1.87K | 0.52% | 29 |
|
|
2019
Q4 | $657K | Buy |
17,673
+2,142
| +14% | +$76.3K | 0.42% | 40 |
|
|
2019
Q3 | $529K | Buy |
15,531
+167
| +1% | +$6.07K | 0.36% | 40 |
|
|
2019
Q2 | $631K | Buy |
15,364
+896
| +6% | +$35.6K | 0.45% | 38 |
|
|
2019
Q1 | $583K | Buy |
14,468
+1,776
| +14% | +$71.1K | 0.47% | 37 |
|
|
2018
Q4 | $526K | Buy |
+12,692
| New | +$527K | 0.51% | 36 |
|
Other funds holding PFE
VCM
VPM
