Cornerstone Advisory’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$319K Buy
13,157
+2,841
+28% +$68.9K 0.03% 177
2025
Q1
$236K Sell
10,316
-2,724
-21% -$62.3K 0.03% 203
2024
Q4
$333K Sell
13,040
-3,749
-22% -$95.7K 0.04% 178
2024
Q3
$486K Sell
16,789
-413
-2% -$12K 0.06% 136
2024
Q2
$481K Sell
17,202
-7,541
-30% -$211K 0.07% 128
2024
Q1
$687K Sell
24,743
-4,389
-15% -$122K 0.1% 116
2023
Q4
$839K Buy
29,132
+45
+0.2% +$1.3K 0.13% 97
2023
Q3
$965K Sell
29,087
-2,814
-9% -$93.3K 0.17% 82
2023
Q2
$1.17M Sell
31,901
-4,011
-11% -$147K 0.21% 69
2023
Q1
$1.47M Sell
35,912
-872
-2% -$35.6K 0.26% 58
2022
Q4
$1.88M Buy
36,784
+2,172
+6% +$111K 0.37% 46
2022
Q3
$1.52M Buy
34,612
+1,846
+6% +$80.8K 0.34% 51
2022
Q2
$1.72M Sell
32,766
-21,738
-40% -$1.14M 0.39% 46
2022
Q1
$2.82M Sell
54,504
-125
-0.2% -$6.47K 0.43% 42
2021
Q4
$3.23M Sell
54,629
-1,683
-3% -$99.4K 0.46% 39
2021
Q3
$2.42M Buy
56,312
+2,044
+4% +$87.9K 0.4% 45
2021
Q2
$2.13M Buy
54,268
+9,622
+22% +$377K 0.36% 52
2021
Q1
$1.62M Buy
44,646
+4,386
+11% +$159K 0.31% 62
2020
Q4
$1.48M Buy
40,260
+3,333
+9% +$123K 0.3% 61
2020
Q3
$1.29M Buy
36,927
+21,403
+138% +$745K 0.3% 65
2020
Q2
$482K Sell
15,524
-57
-0.4% -$1.77K 0.13% 116
2020
Q1
$483K Sell
15,581
-4,431
-22% -$137K 0.15% 93
2019
Q4
$744K Buy
20,012
+4,564
+30% +$170K 0.15% 89
2019
Q3
$527K Buy
15,448
+1
+0% +$34 0.11% 103
2019
Q2
$635K Sell
15,447
-88
-0.6% -$3.62K 0.14% 93
2019
Q1
$626K Buy
15,535
+756
+5% +$30.5K 0.14% 94
2018
Q4
$612K Buy
14,779
+1,657
+13% +$68.6K 0.16% 87
2018
Q3
$549K Sell
13,122
-1,459
-10% -$61K 0.16% 89
2018
Q2
$502K Hold
14,581
0.17% 90
2018
Q1
$491K Sell
14,581
-1,802
-11% -$60.7K 0.18% 90
2017
Q4
$563K Buy
16,383
+1,458
+10% +$50.1K 0.19% 90
2017
Q3
$506K Sell
14,925
-1,089
-7% -$36.9K 0.17% 93
2017
Q2
$510K Buy
16,014
+748
+5% +$23.8K 0.17% 90
2017
Q1
$495K Buy
15,266
+382
+3% +$12.4K 0.25% 60
2016
Q4
$459K Sell
14,884
-474
-3% -$14.6K 0.34% 46
2016
Q3
$494K Buy
15,358
+474
+3% +$15.2K 0.41% 39
2016
Q2
$497K Hold
14,884
0.42% 38
2016
Q1
$419K Sell
14,884
-51
-0.3% -$1.44K 0.36% 43
2015
Q4
$457K Buy
+14,935
New +$457K 0.39% 41