EP Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.7M | Sell |
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|
2025
Q1 | $7.08M | Sell |
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|
2024
Q4 | $8.19M | Sell |
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|
2024
Q3 | $9.17M | Sell |
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|
2024
Q2 | $9.38M | Sell |
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|
2024
Q1 | $9.33M | Buy |
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|
2023
Q4 | $9.59M | Sell |
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|
2023
Q3 | $12M | Buy |
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|
2023
Q2 | $13M | Sell |
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|
2023
Q1 | $52.9M | Buy |
|
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|
2022
Q4 | $8.23M | Buy |
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|
2022
Q3 | $6.42M | Buy |
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|
2022
Q2 | $5.65M | Buy |
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|
2022
Q1 | $4.97M | Sell |
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|
2021
Q4 | $5.91M | Buy |
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|
2021
Q3 | $4.15M | Sell |
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|
2021
Q2 | $3.88M | Buy |
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|
2021
Q1 | $3.58M | Buy |
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|
2020
Q4 | $3.54M | Buy |
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|
2020
Q3 | $3.27M | Buy |
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|
2020
Q2 | $2.79M | Sell |
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|
2020
Q1 | $3.22M | Sell |
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|
2019
Q4 | $4.32M | Buy |
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|
2019
Q3 | $3.15M | Sell |
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|
2019
Q2 | $3.82M | Buy |
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|
2019
Q1 | $2.92M | Buy |
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|
2018
Q4 | $2.8M | Buy |
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|
2018
Q3 | $2.51M | Buy |
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|
2018
Q2 | $909K | Buy |
|
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|
2018
Q1 | $825K | Buy |
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|
2017
Q4 | $556K | Buy |
|
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|
2017
Q3 | $547K | Buy |
|
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|
2017
Q2 | $506K | Sell |
|
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|
2017
Q1 | $547K | Sell |
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|
2016
Q4 | $618K | Sell |
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|
2016
Q3 | $702K | Buy |
|
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|
2016
Q2 | $564K | Sell |
|
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|
2016
Q1 | $497K | Sell |
|
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|
2015
Q4 | $618K | Buy |
|
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|
2015
Q3 | $598K | Buy |
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|
2015
Q2 | $625K | Sell |
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|
2015
Q1 | $649K | Sell |
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|
2014
Q4 | $665K | Sell |
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|
2014
Q3 | $678K | Sell |
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|
2014
Q2 | $739K | Sell |
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|
2014
Q1 | $928K | Buy |
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|
2013
Q4 | $817K | Buy |
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|
2013
Q3 | $659K | Buy |
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|
2013
Q2 | $567K | Buy |
|