Creative Planning’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.9M | Sell |
1,606,687
-87,607
| -5% | -$2.12M | 0.03% | 212 |
|
|
2025
Q1 | $42.9M | Buy |
1,694,294
+130,106
| +8% | +$3.3M | 0.04% | 191 |
|
|
2024
Q4 | $41.5M | Sell |
1,564,188
-256,543
| -14% | -$6.81M | 0.04% | 171 |
|
|
2024
Q3 | $52.7M | Buy |
1,820,731
+266,167
| +17% | +$7.7M | 0.05% | 133 |
|
|
2024
Q2 | $43.5M | Buy |
1,554,564
+182,950
| +13% | +$5.12M | 0.05% | 156 |
|
|
2024
Q1 | $38.1M | Buy |
1,371,614
+10,488
| +0.8% | +$291K | 0.04% | 169 |
|
|
2023
Q4 | $39.2M | Sell |
1,361,126
-110,898
| -8% | -$3.19M | 0.07% | 152 |
|
|
2023
Q3 | $48.8M | Buy |
1,472,024
+60,660
| +4% | +$2.01M | 0.07% | 126 |
|
|
2023
Q2 | $51.8M | Buy |
1,411,364
+62,912
| +5% | +$2.31M | 0.07% | 112 |
|
|
2023
Q1 | $55M | Buy |
1,348,452
+10,106
| +0.8% | +$412K | 0.08% | 107 |
|
|
2022
Q4 | $68.6M | Buy |
1,338,346
+82,401
| +7% | +$4.22M | 0.1% | 96 |
|
|
2022
Q3 | $55M | Sell |
1,255,945
-15,377
| -1% | -$673K | 0.1% | 93 |
|
|
2022
Q2 | $66.7M | Buy |
1,271,322
+140,167
| +12% | +$7.35M | 0.11% | 86 |
|
|
2022
Q1 | $58.6M | Buy |
1,131,155
+69,894
| +7% | +$3.62M | 0.09% | 97 |
|
|
2021
Q4 | $62.7M | Buy |
1,061,261
+13,226
| +1% | +$781K | 0.1% | 78 |
|
|
2021
Q3 | $45.1M | Sell |
1,048,035
-17,732
| -2% | -$763K | 0.08% | 101 |
|
|
2021
Q2 | $41.7M | Buy |
1,065,767
+79,653
| +8% | +$3.12M | 0.07% | 105 |
|
|
2021
Q1 | $35.7M | Sell |
986,114
-52,879
| -5% | -$1.92M | 0.07% | 105 |
|
|
2020
Q4 | $38.2M | Buy |
1,038,993
+89,559
| +9% | +$3.3M | 0.08% | 95 |
|
|
2020
Q3 | $34.8M | Buy |
949,434
+90,470
| +11% | +$3.32M | 0.09% | 91 |
|
|
2020
Q2 | $28.1M | Buy |
858,964
+20,265
| +2% | +$663K | 0.08% | 97 |
|
|
2020
Q1 | $27.4M | Sell |
838,699
-33,763
| -4% | -$1.1M | 0.1% | 85 |
|
|
2019
Q4 | $34.2M | Sell |
872,462
-25,129
| -3% | -$985K | 0.1% | 86 |
|
|
2019
Q3 | $32.3M | Sell |
897,591
-18,603
| -2% | -$668K | 0.11% | 85 |
|
|
2019
Q2 | $39.7M | Sell |
916,194
-527
| -0.1% | -$22.8K | 0.13% | 70 |
|
|
2019
Q1 | $38.9M | Sell |
916,721
-2,185
| -0.2% | -$92.8K | 0.14% | 66 |
|
|
2018
Q4 | $40.1M | Sell |
918,906
-11,389
| -1% | -$497K | 0.16% | 57 |
|
|
2018
Q3 | $41M | Buy |
930,295
+86,097
| +10% | +$3.79M | 0.15% | 60 |
|
|
2018
Q2 | $30.6M | Buy |
844,198
+61,690
| +8% | +$2.24M | 0.12% | 70 |
|
|
2018
Q1 | $27.8M | Buy |
782,508
+9,831
| +1% | +$349K | 0.11% | 75 |
|
|
2017
Q4 | $28M | Buy |
772,677
+27,325
| +4% | +$990K | 0.12% | 74 |
|
|
2017
Q3 | $26.6M | Buy |
745,352
+5,592
| +0.8% | +$200K | 0.12% | 76 |
|
|
2017
Q2 | $24.8M | Sell |
739,760
-16,443
| -2% | -$552K | 0.13% | 78 |
|
|
2017
Q1 | $25.9M | Sell |
756,203
-50,685
| -6% | -$1.73M | 0.14% | 71 |
|
|
2016
Q4 | $26.2M | Buy |
806,888
+66,586
| +9% | +$2.16M | 0.16% | 67 |
|
|
2016
Q3 | $25.1M | Buy |
740,302
+67,080
| +10% | +$2.27M | 0.16% | 65 |
|
|
2016
Q2 | $23.7M | Buy |
673,222
+33,288
| +5% | +$1.17M | 0.17% | 58 |
|
|
2016
Q1 | $19M | Sell |
639,934
-20,772
| -3% | -$616K | 0.15% | 67 |
|
|
2015
Q4 | $21.3M | Buy |
660,706
+89,688
| +16% | +$2.9M | 0.18% | 62 |
|
|
2015
Q3 | $17.9M | Buy |
571,018
+5,273
| +0.9% | +$166K | 0.16% | 68 |
|
|
2015
Q2 | $19M | Buy |
565,745
+32,222
| +6% | +$1.08M | 0.17% | 60 |
|
|
2015
Q1 | $18.6M | Buy |
533,523
+23,173
| +5% | +$806K | 0.17% | 59 |
|
|
2014
Q4 | $15.9M | Buy |
510,350
+22,423
| +5% | +$698K | 0.17% | 61 |
|
|
2014
Q3 | $14.4M | Buy |
487,927
+27,843
| +6% | +$823K | 0.17% | 65 |
|
|
2014
Q2 | $13.7M | Buy |
460,084
+40,969
| +10% | +$1.22M | 0.18% | 62 |
|
|
2014
Q1 | $13.5M | Buy |
419,115
+12,143
| +3% | +$390K | 0.2% | 54 |
|
|
2013
Q4 | $12.5M | Sell |
406,972
-66,149
| -14% | -$2.03M | 0.21% | 57 |
|
|
2013
Q3 | $13.6M | Buy |
473,121
+15,102
| +3% | +$434K | 0.27% | 44 |
|
|
2013
Q2 | $12.8M | Buy |
+458,019
| New | +$12.8M | 0.3% | 41 |
|