Financial Advocates Investment Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-15,281
| Closed | -$370K | – | 427 |
|
|
2025
Q2 | $370K | Sell |
15,281
-18,358
| -55% | -$428K | 0.03% | 444 |
|
|
2025
Q1 | $852K | Sell |
33,639
-19,638
| -37% | -$514K | 0.06% | 313 |
|
|
2024
Q4 | $1.41M | Buy |
53,277
+8,368
| +19% | +$227K | 0.08% | 228 |
|
|
2024
Q3 | $1.3M | Buy |
44,909
+1,361
| +3% | +$39.7K | 0.07% | 252 |
|
|
2024
Q2 | $1.22M | Sell |
43,548
-6,569
| -13% | -$181K | 0.08% | 249 |
|
|
2024
Q1 | $1.39M | Buy |
50,117
+6,261
| +14% | +$174K | 0.08% | 246 |
|
|
2023
Q4 | $1.26M | Buy |
43,856
+1,359
| +3% | +$41.1K | 0.08% | 239 |
|
|
2023
Q3 | $1.41M | Buy |
42,497
+1,307
| +3% | +$46.2K | 0.1% | 216 |
|
|
2023
Q2 | $1.51M | Buy |
41,190
+484
| +1% | +$18.8K | 0.11% | 198 |
|
|
2023
Q1 | $1.66M | Sell |
40,706
-2,423
| -6% | -$105K | 0.12% | 199 |
|
|
2022
Q4 | $2.21M | Sell |
43,129
-4,921
| -10% | -$236K | 0.16% | 150 |
|
|
2022
Q3 | $2.1M | Buy |
48,050
+1,316
| +3% | +$63.9K | 0.17% | 143 |
|
|
2022
Q2 | $2.45M | Sell |
46,734
-6,230
| -12% | -$317K | 0.2% | 128 |
|
|
2022
Q1 | $2.74M | Sell |
52,964
-1,100
| -2% | -$57.1K | 0.18% | 135 |
|
|
2021
Q4 | $3.19M | Sell |
54,064
-265
| -0.5% | -$13.1K | 0.2% | 120 |
|
|
2021
Q3 | $2.34M | Sell |
54,329
-8,921
| -14% | -$395K | 0.16% | 156 |
|
|
2021
Q2 | $2.48M | Sell |
63,250
-1,009
| -2% | -$39.2K | 0.17% | 149 |
|
|
2021
Q1 | $2.33M | Sell |
64,259
-1,466
| -2% | -$52.1K | 0.17% | 142 |
|
|
2020
Q4 | $2.42M | Buy |
65,725
+1,626
| +3% | +$59.6K | 0.17% | 144 |
|
|
2020
Q3 | $2.23M | Buy |
64,099
+5,815
| +10% | +$204K | 0.19% | 111 |
|
|
2020
Q2 | $1.81M | Buy |
58,284
+3,745
| +7% | +$127K | 0.17% | 147 |
|
|
2020
Q1 | $1.69M | Sell |
54,539
-20,781
| -28% | -$708K | 0.24% | 113 |
|
|
2019
Q4 | $2.8M | Buy |
75,320
+363
| +0.5% | +$12.9K | 0.3% | 88 |
|
|
2019
Q3 | $2.56M | Buy |
74,957
+15,875
| +27% | +$577K | 0.29% | 91 |
|
|
2019
Q2 | $2.43M | Buy |
59,082
+2,077
| +4% | +$82.5K | 0.28% | 92 |
|
|
2019
Q1 | $2.3M | Sell |
57,005
-14
| -0% | -$561 | 0.29% | 97 |
|
|
2018
Q4 | $2.36M | Sell |
57,019
-9,309
| -14% | -$386K | 0.32% | 88 |
|
|
2018
Q3 | $2.77M | Buy |
66,328
+7,213
| +12% | +$278K | 0.31% | 84 |
|
|
2018
Q2 | $2.04M | Sell |
59,115
-8,248
| -12% | -$282K | 0.25% | 100 |
|
|
2018
Q1 | $2.27M | Buy |
67,363
+8,982
| +15% | +$309K | 0.29% | 84 |
|
|
2017
Q4 | $2.01M | Buy |
+58,381
| New | +$1.99M | 0.27% | 86 |
|
Other funds holding PFE
Financial Advocates Investment Management's PFE Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of Pfizer (PFE) in Q3 2025, closing a stake of 15,281 shares — an estimated $370K sold.
Financial Advocates Investment Management first reported a position in PFE in Q4 2017 and held it in 31 quarters. The position peaked at $3.19M in Q4 2021. 2,814 funds tracked by Wall St. Rank hold PFE as of Q3 2025.
- Financial Advocates Investment Management reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 15,281 Pfizer shares in Q3 2025, an estimated $370K.
- Financial Advocates Investment Management first reported a position in Pfizer in Q4 2017 and held it in 31 quarters.
- Financial Advocates Investment Management's Pfizer position peaked at $3.19M in Q4 2021.
- 2,814 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.