DFA
Delta Financial Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Buy |
21,846
+177
| +0.8% | +$4.29K | 0.19% | 84 |
|
|
2025
Q1 | $549K | Sell |
21,669
-20
| -0.1% | -$507 | 0.21% | 83 |
|
|
2024
Q4 | $575K | Sell |
21,689
-13,752
| -39% | -$365K | 0.21% | 83 |
|
|
2024
Q3 | $1.03M | Buy |
35,441
+5,653
| +19% | +$164K | 0.37% | 74 |
|
|
2024
Q2 | $833K | Sell |
29,788
-231
| -0.8% | -$6.46K | 0.32% | 74 |
|
|
2024
Q1 | $833K | Buy |
30,019
+9,726
| +48% | +$270K | 0.33% | 76 |
|
|
2023
Q4 | $584K | Sell |
20,293
-39,393
| -66% | -$1.13M | 0.25% | 86 |
|
|
2023
Q3 | $1.98M | Buy |
59,686
+8,569
| +17% | +$284K | 0.89% | 39 |
|
|
2023
Q2 | $1.87M | Buy |
51,117
+6,236
| +14% | +$229K | 0.83% | 42 |
|
|
2023
Q1 | $1.83M | Sell |
44,881
-1,869
| -4% | -$76.3K | 0.88% | 42 |
|
|
2022
Q4 | $2.4M | Buy |
46,750
+108
| +0.2% | +$5.53K | 1.16% | 31 |
|
|
2022
Q3 | $2.04M | Buy |
46,642
+883
| +2% | +$38.6K | 1.08% | 32 |
|
|
2022
Q2 | $2.4M | Buy |
45,759
+463
| +1% | +$24.3K | 1.2% | 24 |
|
|
2022
Q1 | $2.35M | Sell |
45,296
-268
| -0.6% | -$13.9K | 1% | 35 |
|
|
2021
Q4 | $2.69M | Buy |
45,564
+1,315
| +3% | +$77.7K | 1.1% | 28 |
|
|
2021
Q3 | $1.9M | Buy |
44,249
+131
| +0.3% | +$5.63K | 0.85% | 43 |
|
|
2021
Q2 | $1.73M | Buy |
44,118
+3,834
| +10% | +$150K | 0.76% | 51 |
|
|
2021
Q1 | $1.46M | Buy |
40,284
+1,230
| +3% | +$44.6K | 0.68% | 57 |
|
|
2020
Q4 | $1.44M | Sell |
39,054
-1,252
| -3% | -$46.1K | 0.72% | 56 |
|
|
2020
Q3 | $1.48M | Buy |
40,306
+16,043
| +66% | +$589K | 0.82% | 48 |
|
|
2020
Q2 | $793K | Buy |
24,263
+1,582
| +7% | +$51.7K | 0.47% | 71 |
|
|
2020
Q1 | $740K | Sell |
22,681
-9,390
| -29% | -$306K | 0.51% | 69 |
|
|
2019
Q4 | $1.26M | Sell |
32,071
-197
| -0.6% | -$7.72K | 0.49% | 67 |
|
|
2019
Q3 | $1.16M | Buy |
32,268
+9
| +0% | +$323 | 0.47% | 69 |
|
|
2019
Q2 | $1.4M | Buy |
+32,259
| New | +$1.4M | 0.58% | 62 |
|