CA
Clearstead Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.95M | Buy |
204,052
+11,002
| +6% | +$267K | 0.07% | 198 |
|
|
2025
Q1 | $4.89M | Sell |
193,050
-6,854
| -3% | -$174K | 0.08% | 182 |
|
|
2024
Q4 | $5.3M | Sell |
199,904
-23,005
| -10% | -$610K | 0.08% | 178 |
|
|
2024
Q3 | $6.45M | Buy |
222,909
+4,012
| +2% | +$116K | 0.1% | 158 |
|
|
2024
Q2 | $6.12M | Buy |
218,897
+102,263
| +88% | +$2.86M | 0.1% | 155 |
|
|
2024
Q1 | $3.32M | Sell |
116,634
-23,268
| -17% | -$662K | 0.16% | 106 |
|
|
2023
Q4 | $4.03M | Sell |
139,902
-192,517
| -58% | -$5.54M | 0.21% | 94 |
|
|
2023
Q3 | $11M | Buy |
332,419
+170,934
| +106% | +$5.67M | 0.32% | 62 |
|
|
2023
Q2 | $5.92M | Buy |
161,485
+27,544
| +21% | +$1.01M | 0.36% | 55 |
|
|
2023
Q1 | $5.46M | Buy |
133,941
+1,750
| +1% | +$71.4K | 0.4% | 52 |
|
|
2022
Q4 | $6.77M | Buy |
132,191
+2,836
| +2% | +$145K | 0.53% | 39 |
|
|
2022
Q3 | $5.66M | Sell |
129,355
-19,450
| -13% | -$851K | 0.52% | 42 |
|
|
2022
Q2 | $7.8M | Buy |
148,805
+4,214
| +3% | +$221K | 0.61% | 38 |
|
|
2022
Q1 | $7.49M | Buy |
144,591
+4,073
| +3% | +$211K | 0.51% | 44 |
|
|
2021
Q4 | $8.3M | Buy |
140,518
+9,487
| +7% | +$560K | 0.56% | 35 |
|
|
2021
Q3 | $5.64M | Sell |
131,031
-4,796
| -4% | -$206K | 0.42% | 53 |
|
|
2021
Q2 | $5.32M | Buy |
135,827
+10,080
| +8% | +$395K | 0.41% | 56 |
|
|
2021
Q1 | $4.56M | Buy |
125,747
+171
| +0.1% | +$6.2K | 0.38% | 57 |
|
|
2020
Q4 | $4.62M | Buy |
125,576
+10,316
| +9% | +$380K | 0.42% | 55 |
|
|
2020
Q3 | $4.23M | Buy |
115,260
+4,285
| +4% | +$157K | 0.45% | 48 |
|
|
2020
Q2 | $3.63M | Buy |
110,975
+2,351
| +2% | +$76.9K | 0.42% | 55 |
|
|
2020
Q1 | $3.55M | Sell |
108,624
-7,986
| -7% | -$261K | 0.52% | 45 |
|
|
2019
Q4 | $4.57M | Buy |
116,610
+1,022
| +0.9% | +$40K | 0.55% | 44 |
|
|
2019
Q3 | $4.15M | Sell |
115,588
-806
| -0.7% | -$29K | 0.56% | 44 |
|
|
2019
Q2 | $5.04M | Buy |
116,394
+1,320
| +1% | +$57.2K | 0.67% | 37 |
|
|
2019
Q1 | $4.89M | Buy |
115,074
+3,722
| +3% | +$158K | 0.67% | 39 |
|
|
2018
Q4 | $4.86M | Buy |
111,352
+4,809
| +5% | +$210K | 0.76% | 31 |
|
|
2018
Q3 | $4.7M | Sell |
106,543
-4,361
| -4% | -$192K | 0.64% | 33 |
|
|
2018
Q2 | $4.02M | Buy |
110,904
+5,218
| +5% | +$189K | 0.57% | 39 |
|
|
2018
Q1 | $3.75M | Sell |
105,686
-5,899
| -5% | -$209K | 0.54% | 42 |
|
|
2017
Q4 | $4.04M | Sell |
111,585
-17,070
| -13% | -$618K | 0.55% | 42 |
|
|
2017
Q3 | $4.59M | Buy |
128,655
+15,451
| +14% | +$552K | 0.6% | 36 |
|
|
2017
Q2 | $3.8M | Sell |
113,204
-1,063
| -0.9% | -$35.7K | 0.56% | 45 |
|
|
2017
Q1 | $3.91M | Buy |
114,267
+4,559
| +4% | +$156K | 0.57% | 43 |
|
|
2016
Q4 | $3.56M | Buy |
+109,708
| New | +$3.56M | 0.58% | 43 |
|