Certified Advisory Corp’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $750K | Sell |
30,947
-37,685
| -55% | -$913K | 0.08% | 170 |
|
2025
Q1 | $1.74M | Sell |
68,632
-2,526
| -4% | -$64K | 0.2% | 110 |
|
2024
Q4 | $1.89M | Sell |
71,158
-9,693
| -12% | -$257K | 0.2% | 107 |
|
2024
Q3 | $2.34M | Sell |
80,851
-1,989
| -2% | -$57.6K | 0.26% | 99 |
|
2024
Q2 | $2.32M | Buy |
82,840
+1,313
| +2% | +$36.7K | 0.29% | 94 |
|
2024
Q1 | $2.26M | Buy |
81,527
+16,654
| +26% | +$462K | 0.32% | 91 |
|
2023
Q4 | $1.87M | Buy |
64,873
+887
| +1% | +$25.5K | 0.28% | 99 |
|
2023
Q3 | $2.12M | Buy |
63,986
+1,127
| +2% | +$37.4K | 0.39% | 81 |
|
2023
Q2 | $2.31M | Sell |
62,859
-2,366
| -4% | -$86.8K | 0.42% | 71 |
|
2023
Q1 | $2.66M | Buy |
65,225
+520
| +0.8% | +$21.2K | 0.47% | 65 |
|
2022
Q4 | $3.32M | Sell |
64,705
-292
| -0.4% | -$15K | 0.66% | 41 |
|
2022
Q3 | $2.85M | Buy |
64,997
+115
| +0.2% | +$5.03K | 0.65% | 40 |
|
2022
Q2 | $3.4M | Buy |
64,882
+341
| +0.5% | +$17.9K | 0.76% | 35 |
|
2022
Q1 | $3.34M | Sell |
64,541
-1,025
| -2% | -$53.1K | 0.71% | 40 |
|
2021
Q4 | $3.87M | Buy |
65,566
+220
| +0.3% | +$13K | 0.85% | 29 |
|
2021
Q3 | $2.81M | Buy |
65,346
+1,169
| +2% | +$50.3K | 0.68% | 41 |
|
2021
Q2 | $2.51M | Buy |
64,177
+5,453
| +9% | +$214K | 0.63% | 44 |
|
2021
Q1 | $2.13M | Buy |
+58,724
| New | +$2.13M | 0.55% | 49 |
|
2020
Q2 | $1.8M | Buy |
58,105
+5,802
| +11% | +$180K | 0.6% | 42 |
|
2020
Q1 | $1.62M | Buy |
52,303
+5,126
| +11% | +$159K | 0.64% | 35 |
|
2019
Q4 | $1.75M | Buy |
47,177
+12,852
| +37% | +$478K | 0.56% | 38 |
|
2019
Q3 | $1.17M | Buy |
34,325
+11,002
| +47% | +$375K | 0.41% | 60 |
|
2019
Q2 | $959K | Sell |
23,323
-101
| -0.4% | -$4.15K | 0.36% | 73 |
|
2019
Q1 | $943K | Buy |
23,424
+2,249
| +11% | +$90.5K | 0.4% | 65 |
|
2018
Q4 | $877K | Buy |
21,175
+166
| +0.8% | +$6.88K | 0.46% | 59 |
|
2018
Q3 | $879K | Sell |
21,009
-350
| -2% | -$14.6K | 0.41% | 63 |
|
2018
Q2 | $735K | Buy |
21,359
+381
| +2% | +$13.1K | 0.41% | 65 |
|
2018
Q1 | $705K | Buy |
20,978
+14,114
| +206% | +$474K | 0.42% | 66 |
|
2017
Q4 | $235K | Buy |
+6,864
| New | +$235K | 0.17% | 104 |
|