Dumont & Blake Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Sell |
13,959
-102
| -0.7% | -$2.47K | 0.09% | 157 |
|
|
2025
Q1 | $356K | Sell |
14,061
-370
| -3% | -$9.38K | 0.1% | 153 |
|
|
2024
Q4 | $383K | Sell |
14,431
-1,295
| -8% | -$34.4K | 0.1% | 148 |
|
|
2024
Q3 | $455K | Sell |
15,726
-17,010
| -52% | -$492K | 0.12% | 143 |
|
|
2024
Q2 | $916K | Buy |
32,736
+16,275
| +99% | +$455K | 0.13% | 140 |
|
|
2024
Q1 | $457K | Sell |
16,461
-156
| -0.9% | -$4.33K | 0.13% | 137 |
|
|
2023
Q4 | $478K | Sell |
16,617
-430
| -3% | -$12.4K | 0.15% | 133 |
|
|
2023
Q3 | $565K | Buy |
17,047
+5
| +0% | +$166 | 0.19% | 120 |
|
|
2023
Q2 | $625K | Buy |
17,042
+95
| +0.6% | +$3.48K | 0.2% | 116 |
|
|
2023
Q1 | $691K | Hold |
16,947
| – | – | 0.23% | 108 |
|
|
2022
Q4 | $868K | Sell |
16,947
-10
| -0.1% | -$512 | 0.31% | 88 |
|
|
2022
Q3 | $742K | Sell |
16,957
-484
| -3% | -$21.2K | 0.28% | 94 |
|
|
2022
Q2 | $914K | Sell |
17,441
-102
| -0.6% | -$5.35K | 0.3% | 89 |
|
|
2022
Q1 | $908K | Sell |
17,543
-891
| -5% | -$46.1K | 0.25% | 106 |
|
|
2021
Q4 | $1.09M | Sell |
18,434
-472
| -2% | -$27.9K | 0.28% | 96 |
|
|
2021
Q3 | $813K | Sell |
18,906
-670
| -3% | -$28.8K | 0.23% | 114 |
|
|
2021
Q2 | $767K | Sell |
19,576
-115
| -0.6% | -$4.51K | 0.22% | 115 |
|
|
2021
Q1 | $713K | Buy |
19,691
+1,226
| +7% | +$44.4K | 0.22% | 115 |
|
|
2020
Q4 | $680K | Buy |
18,465
+385
| +2% | +$14.2K | 0.23% | 110 |
|
|
2020
Q3 | $630K | Buy |
18,080
+258
| +1% | +$8.99K | 0.24% | 106 |
|
|
2020
Q2 | $553K | Buy |
17,822
+1,354
| +8% | +$42K | 0.23% | 109 |
|
|
2020
Q1 | $510K | Sell |
16,468
-168
| -1% | -$5.2K | 0.26% | 100 |
|
|
2019
Q4 | $618K | Sell |
16,636
-53
| -0.3% | -$1.97K | 0.24% | 111 |
|
|
2019
Q3 | $569K | Sell |
16,689
-158
| -0.9% | -$5.39K | 0.24% | 110 |
|
|
2019
Q2 | $692K | Sell |
16,847
-111
| -0.7% | -$4.56K | 0.29% | 100 |
|
|
2019
Q1 | $683K | Sell |
16,958
-311
| -2% | -$12.5K | 0.29% | 103 |
|
|
2018
Q4 | $715K | Sell |
17,269
-348
| -2% | -$14.4K | 0.34% | 95 |
|
|
2018
Q3 | $737K | Hold |
17,617
| – | – | 0.29% | 111 |
|
|
2018
Q2 | $606K | Buy |
17,617
+433
| +3% | +$14.9K | 0.25% | 117 |
|
|
2018
Q1 | $579K | Sell |
17,184
-925
| -5% | -$31.2K | 0.25% | 115 |
|
|
2017
Q4 | $622K | Sell |
18,109
-2,511
| -12% | -$86.2K | 0.25% | 117 |
|
|
2017
Q3 | $698K | Sell |
20,620
-142
| -0.7% | -$4.81K | 0.3% | 112 |
|
|
2017
Q2 | $662K | Buy |
20,762
+196
| +1% | +$6.25K | 0.29% | 110 |
|
|
2017
Q1 | $668K | Sell |
20,566
-2,156
| -9% | -$70K | 0.3% | 111 |
|
|
2016
Q4 | $700K | Buy |
22,722
+234
| +1% | +$7.21K | 0.33% | 104 |
|
|
2016
Q3 | $723K | Buy |
22,488
+1,327
| +6% | +$42.7K | 0.35% | 100 |
|
|
2016
Q2 | $707K | Buy |
21,161
+1,402
| +7% | +$46.8K | 0.35% | 99 |
|
|
2016
Q1 | $556K | Buy |
19,759
+1,049
| +6% | +$29.5K | 0.29% | 111 |
|
|
2015
Q4 | $573K | Buy |
18,710
+3,870
| +26% | +$119K | 0.29% | 116 |
|
|
2015
Q3 | $442K | Buy |
14,840
+4
| +0% | +$119 | 0.24% | 118 |
|
|
2015
Q2 | $472K | Buy |
14,836
+4
| +0% | +$127 | 0.23% | 116 |
|
|
2015
Q1 | $490K | Sell |
14,832
-206
| -1% | -$6.81K | 0.24% | 117 |
|
|
2014
Q4 | $444K | Sell |
15,038
-27
| -0.2% | -$797 | 0.22% | 117 |
|
|
2014
Q3 | $423K | Buy |
15,065
+4
| +0% | +$112 | 0.22% | 123 |
|
|
2014
Q2 | $424K | Buy |
15,061
+214
| +1% | +$6.03K | 0.21% | 126 |
|
|
2014
Q1 | $452K | Buy |
14,847
+4
| +0% | +$122 | 0.24% | 119 |
|
|
2013
Q4 | $431K | Sell |
14,843
-542
| -4% | -$15.7K | 0.22% | 119 |
|
|
2013
Q3 | $419K | Buy |
15,385
+2
| +0% | +$54 | 0.2% | 125 |
|
|
2013
Q2 | $409K | Buy |
+15,383
| New | +$409K | 0.25% | 105 |
|