DAS
Dynamic Advisor Solutions’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
60,905
-16,695
| -22% | -$405K | 0.05% | 357 |
|
|
2025
Q1 | $1.97M | Sell |
77,600
-8,236
| -10% | -$209K | 0.06% | 287 |
|
|
2024
Q4 | $2.28M | Sell |
85,836
-17,542
| -17% | -$465K | 0.1% | 191 |
|
|
2024
Q3 | $2.99M | Sell |
103,378
-1,525
| -1% | -$44.1K | 0.09% | 244 |
|
|
2024
Q2 | $2.94M | Sell |
104,903
-13,748
| -12% | -$385K | 0.09% | 240 |
|
|
2024
Q1 | $3.29M | Sell |
118,651
-65,438
| -36% | -$1.82M | 0.11% | 224 |
|
|
2023
Q4 | $5.43M | Buy |
184,089
+40,479
| +28% | +$1.19M | 0.2% | 143 |
|
|
2023
Q3 | $4.76M | Buy |
143,610
+8,934
| +7% | +$296K | 0.23% | 124 |
|
|
2023
Q2 | $4.94M | Buy |
134,676
+16,356
| +14% | +$600K | 0.26% | 116 |
|
|
2023
Q1 | $4.83M | Buy |
118,320
+16,051
| +16% | +$655K | 0.28% | 97 |
|
|
2022
Q4 | $5.24M | Buy |
102,269
+181
| +0.2% | +$9.27K | 0.36% | 68 |
|
|
2022
Q3 | $4.47M | Sell |
102,088
-1,105
| -1% | -$48.4K | 0.34% | 63 |
|
|
2022
Q2 | $5.41M | Buy |
103,193
+13,325
| +15% | +$699K | 0.42% | 54 |
|
|
2022
Q1 | $4.65M | Buy |
89,868
+4,799
| +6% | +$248K | 0.32% | 70 |
|
|
2021
Q4 | $5.02M | Sell |
85,069
-27,530
| -24% | -$1.63M | 0.36% | 64 |
|
|
2021
Q3 | $4.84M | Sell |
112,599
-327
| -0.3% | -$14.1K | 0.36% | 64 |
|
|
2021
Q2 | $4.42M | Buy |
112,926
+12,116
| +12% | +$474K | 0.35% | 68 |
|
|
2021
Q1 | $3.65M | Buy |
100,810
+37,085
| +58% | +$1.34M | 0.34% | 72 |
|
|
2020
Q4 | $2.35M | Buy |
63,725
+5,249
| +9% | +$77K | 0.22% | 121 |
|
|
2020
Q3 | $2.15M | Buy |
58,476
+2,204
| +4% | +$80.9K | 0.24% | 112 |
|
|
2020
Q2 | $1.84M | Buy |
56,272
+13,023
| +30% | +$426K | 0.25% | 111 |
|
|
2020
Q1 | $1.41M | Sell |
43,249
-85
| -0.2% | -$2.79K | 0.26% | 113 |
|
|
2019
Q4 | $1.7M | Sell |
43,334
-3,874
| -8% | -$152K | 0.23% | 112 |
|
|
2019
Q3 | $1.7M | Sell |
47,208
-13,890
| -23% | -$499K | 0.26% | 101 |
|
|
2019
Q2 | $2.65M | Buy |
61,098
+14,528
| +31% | +$629K | 0.43% | 66 |
|
|
2019
Q1 | $1.98M | Sell |
46,570
-225
| -0.5% | -$9.55K | 0.37% | 73 |
|
|
2018
Q4 | $1.9M | Sell |
46,795
-4,784
| -9% | -$194K | 0.4% | 69 |
|
|
2018
Q3 | $2.27M | Buy |
51,579
+6,617
| +15% | +$292K | 0.47% | 58 |
|
|
2018
Q2 | $1.63M | Sell |
44,962
-2,371
| -5% | -$86K | 0.37% | 83 |
|
|
2018
Q1 | $1.68M | Buy |
47,333
+18,982
| +67% | +$674K | 0.43% | 78 |
|
|
2017
Q4 | $1.03M | Buy |
28,351
+1,743
| +7% | +$63.1K | 0.34% | 99 |
|
|
2017
Q3 | $950K | Sell |
26,608
-115,005
| -81% | -$4.11M | 0.38% | 89 |
|
|
2017
Q2 | $4.76M | Buy |
141,613
+6,339
| +5% | +$213K | 1.84% | 7 |
|
|
2017
Q1 | $4.63M | Buy |
135,274
+111,133
| +460% | +$3.8M | 1.8% | 7 |
|
|
2016
Q4 | $784K | Buy |
24,141
+1,100
| +5% | +$35.7K | 0.31% | 94 |
|
|
2016
Q3 | $780K | Buy |
23,041
+16,552
| +255% | +$560K | 0.3% | 105 |
|
|
2016
Q2 | $228K | Sell |
6,489
-323
| -5% | -$11.4K | 0.09% | 191 |
|
|
2016
Q1 | $202K | Sell |
6,812
-422
| -6% | -$12.5K | 0.09% | 194 |
|
|
2015
Q4 | $234K | Buy |
+7,234
| New | +$234K | 0.1% | 194 |
|
|
2015
Q3 | – | Sell |
-13,379
| Closed | -$449K | – | 202 |
|
|
2015
Q2 | $449K | Sell |
13,379
-1,785
| -12% | -$59.9K | 0.26% | 103 |
|
|
2015
Q1 | $528K | Buy |
15,164
+653
| +5% | +$22.7K | 0.26% | 111 |
|
|
2014
Q4 | $452K | Buy |
14,511
+831
| +6% | +$25.9K | 0.24% | 120 |
|
|
2014
Q3 | $407K | Buy |
13,680
+3,550
| +35% | +$106K | 0.22% | 127 |
|
|
2014
Q2 | $301K | Sell |
10,130
-12,688
| -56% | -$377K | 0.18% | 151 |
|
|
2014
Q1 | $733K | Buy |
22,818
+8,660
| +61% | +$278K | 0.5% | 68 |
|
|
2013
Q4 | $452K | Buy |
+14,158
| New | +$452K | 0.33% | 109 |
|