Clearstead Trust’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $790K | Sell |
|
|||||
|
2025
Q2 | $820K | Buy |
|
|||||
|
2025
Q1 | $692K | Sell |
|
|||||
|
2024
Q4 | $729K | Sell |
|
|||||
|
2024
Q3 | $795K | Sell |
|
|||||
|
2024
Q2 | $786K | Sell |
|
|||||
|
2024
Q1 | $792K | Sell |
|
|||||
|
2023
Q4 | $942K | Sell |
|
|||||
|
2023
Q3 | $1.18M | Buy |
|
|||||
|
2023
Q2 | $1.32M | Sell |
|
|||||
|
2023
Q1 | $1.85M | Buy |
|
|||||
|
2022
Q4 | $2.29M | Sell |
|
|||||
|
2022
Q3 | $2.08M | Buy |
|
|||||
|
2022
Q2 | $1.11M | Hold |
|
|||||
|
2022
Q1 | $1.1M | Sell |
|
|||||
|
2021
Q4 | $1.27M | Hold |
|
|||||
|
2021
Q3 | $927K | Buy |
|
|||||
|
2021
Q2 | $757K | Sell |
|
|||||
|
2021
Q1 | $700K | Hold |
|
|||||
|
2020
Q4 | $711K | Sell |
|
|||||
|
2020
Q3 | $691K | Hold |
|
|||||
|
2020
Q2 | $615K | Sell |
|
|||||
|
2020
Q1 | $642K | Sell |
|
|||||
|
2019
Q4 | $774K | Sell |
|
|||||
|
2019
Q3 | $746K | Hold |
|
|||||
|
2019
Q2 | $899K | Sell |
|
|||||
|
2019
Q1 | $893K | Sell |
|
|||||
|
2018
Q4 | $1.07M | Sell |
|
|||||
|
2018
Q3 | $1.19M | Sell |
|
|||||
|
2018
Q2 | $1.05M | Buy |
|
|||||
|
2018
Q1 | $932K | Buy |
|
|||||
|
2017
Q4 | $891K | Hold |
|
|||||
|
2017
Q3 | $878K | Sell |
|
|||||
|
2017
Q2 | $748K | Buy |
|
|||||
|
2017
Q1 | $782K | Buy |
|
|||||
|
2016
Q4 | $733K | Buy |
|