CAG
Crestwood Advisors Group’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
143,000
+6,851
| +5% | +$166K | 0.06% | 161 |
|
|
2025
Q1 | $3.45M | Sell |
136,149
-1,748
| -1% | -$44.3K | 0.07% | 153 |
|
|
2024
Q4 | $3.66M | Buy |
137,897
+3,382
| +3% | +$89.7K | 0.07% | 143 |
|
|
2024
Q3 | $3.89M | Buy |
134,515
+311
| +0.2% | +$9K | 0.07% | 141 |
|
|
2024
Q2 | $3.76M | Sell |
134,204
-10,194
| -7% | -$285K | 0.08% | 136 |
|
|
2024
Q1 | $4.01M | Sell |
144,398
-3,973
| -3% | -$110K | 0.09% | 133 |
|
|
2023
Q4 | $4.27M | Sell |
148,371
-4,699
| -3% | -$135K | 0.1% | 129 |
|
|
2023
Q3 | $5.08M | Buy |
153,070
+122,636
| +403% | +$4.07M | 0.13% | 113 |
|
|
2023
Q2 | $1.12M | Buy |
30,434
+1,037
| +4% | +$38K | 0.04% | 135 |
|
|
2023
Q1 | $1.2M | Sell |
29,397
-1,463
| -5% | -$59.7K | 0.04% | 133 |
|
|
2022
Q4 | $1.58M | Sell |
30,860
-1,138
| -4% | -$58.3K | 0.05% | 120 |
|
|
2022
Q3 | $1.4M | Buy |
31,998
+228
| +0.7% | +$9.98K | 0.05% | 125 |
|
|
2022
Q2 | $1.67M | Sell |
31,770
-1,923
| -6% | -$101K | 0.06% | 124 |
|
|
2022
Q1 | $1.74M | Buy |
33,693
+1,384
| +4% | +$71.6K | 0.05% | 127 |
|
|
2021
Q4 | $1.91M | Buy |
32,309
+122
| +0.4% | +$7.21K | 0.05% | 126 |
|
|
2021
Q3 | $1.38M | Buy |
32,187
+1,534
| +5% | +$66K | 0.04% | 137 |
|
|
2021
Q2 | $1.2M | Sell |
30,653
-3,933
| -11% | -$154K | 0.03% | 145 |
|
|
2021
Q1 | $1.25M | Buy |
34,586
+2,100
| +6% | +$76.1K | 0.04% | 137 |
|
|
2020
Q4 | $1.2M | Buy |
32,486
+5,259
| +19% | +$194K | 0.04% | 136 |
|
|
2020
Q3 | $999K | Sell |
27,227
-501
| -2% | -$18.4K | 0.04% | 124 |
|
|
2020
Q2 | $907K | Sell |
27,728
-1,627
| -6% | -$53.2K | 0.04% | 126 |
|
|
2020
Q1 | $958K | Sell |
29,355
-2,667
| -8% | -$87K | 0.05% | 114 |
|
|
2019
Q4 | $1.26M | Sell |
32,022
-25
| -0.1% | -$980 | 0.05% | 124 |
|
|
2019
Q3 | $1.15M | Buy |
32,047
+1,603
| +5% | +$57.6K | 0.05% | 122 |
|
|
2019
Q2 | $1.32M | Buy |
30,444
+7,020
| +30% | +$304K | 0.06% | 120 |
|
|
2019
Q1 | $995K | Sell |
23,424
-815
| -3% | -$34.6K | 0.07% | 83 |
|
|
2018
Q4 | $1.06M | Buy |
24,239
+4,843
| +25% | +$211K | 0.08% | 76 |
|
|
2018
Q3 | $855K | Buy |
19,396
+791
| +4% | +$34.9K | 0.06% | 80 |
|
|
2018
Q2 | $759K | Sell |
18,605
-671
| -3% | -$27.4K | 0.06% | 83 |
|
|
2018
Q1 | $684K | Sell |
19,276
-2,409
| -11% | -$85.5K | 0.05% | 87 |
|
|
2017
Q4 | $785K | Buy |
21,685
+1,838
| +9% | +$66.5K | 0.06% | 85 |
|
|
2017
Q3 | $709K | Buy |
19,847
+165
| +0.8% | +$5.89K | 0.06% | 86 |
|
|
2017
Q2 | $652K | Buy |
19,682
+5,700
| +41% | +$189K | 0.06% | 88 |
|
|
2017
Q1 | $470K | Sell |
13,982
-4,173
| -23% | -$140K | 0.04% | 97 |
|
|
2016
Q4 | $590K | Buy |
18,155
+1,065
| +6% | +$34.6K | 0.06% | 91 |
|
|
2016
Q3 | $579K | Sell |
17,090
-300
| -2% | -$10.2K | 0.07% | 73 |
|
|
2016
Q2 | $612K | Sell |
17,390
-100
| -0.6% | -$3.52K | 0.08% | 72 |
|
|
2016
Q1 | $518K | Sell |
17,490
-40
| -0.2% | -$1.19K | 0.06% | 87 |
|
|
2015
Q4 | $566K | Buy |
17,530
+670
| +4% | +$21.6K | 0.07% | 90 |
|
|
2015
Q3 | $530K | Sell |
16,860
-233
| -1% | -$7.32K | 0.07% | 84 |
|
|
2015
Q2 | $573K | Buy |
17,093
+850
| +5% | +$28.5K | 0.08% | 81 |
|
|
2015
Q1 | $565K | Sell |
16,243
-260
| -2% | -$9.04K | 0.08% | 76 |
|
|
2014
Q4 | $514K | Sell |
16,503
-1,050
| -6% | -$32.7K | 0.08% | 74 |
|
|
2014
Q3 | $519K | Buy |
17,553
+800
| +5% | +$23.7K | 0.08% | 71 |
|
|
2014
Q2 | $497K | Buy |
16,753
+59
| +0.4% | +$1.75K | 0.08% | 71 |
|
|
2014
Q1 | $536K | Sell |
16,694
-1,582
| -9% | -$50.8K | 0.09% | 68 |
|
|
2013
Q4 | $560K | Sell |
18,276
-1,838
| -9% | -$56.3K | 0.09% | 68 |
|
|
2013
Q3 | $578K | Buy |
20,114
+2,000
| +11% | +$57.5K | 0.1% | 67 |
|
|
2013
Q2 | $507K | Buy |
+18,114
| New | +$507K | 0.09% | 71 |
|