Financial Advocates Investment Management’s Pfizer PFE Stock Holding History

Financial Advocates Investment Management’s Portfolio PFE Stock Details PFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$370K	Sell	15,281 -18,358	-55%	-$445K	0.03%	441
2025 Q1	$852K	Sell	33,639 -19,638	-37%	-$498K	0.06%	312
2024 Q4	$1.41M	Buy	53,277 +8,368	+19%	+$222K	0.08%	228
2024 Q3	$1.3M	Buy	44,909 +1,361	+3%	+$39.4K	0.07%	252
2024 Q2	$1.22M	Sell	43,548 -6,569	-13%	-$184K	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%	+$39.1K	0.08%	239
2023 Q3	$1.41M	Buy	42,497 +1,307	+3%	+$43.4K	0.1%	215
2023 Q2	$1.51M	Buy	41,190 +484	+1%	+$17.8K	0.11%	197
2023 Q1	$1.66M	Sell	40,706 -2,423	-6%	-$98.9K	0.12%	194
2022 Q4	$2.21M	Sell	43,129 -4,921	-10%	-$252K	0.16%	149
2022 Q3	$2.1M	Buy	48,050 +1,316	+3%	+$57.6K	0.17%	140
2022 Q2	$2.45M	Sell	46,734 -6,230	-12%	-$327K	0.2%	128
2022 Q1	$2.74M	Sell	52,964 -1,100	-2%	-$56.9K	0.18%	135
2021 Q4	$3.19M	Sell	54,064 -265	-0.5%	-$15.7K	0.2%	115
2021 Q3	$2.34M	Sell	54,329 -8,921	-14%	-$384K	0.16%	155
2021 Q2	$2.48M	Sell	63,250 -1,009	-2%	-$39.5K	0.17%	143
2021 Q1	$2.33M	Sell	64,259 -1,466	-2%	-$53.1K	0.17%	138
2020 Q4	$2.42M	Buy	65,725 +1,626	+3%	+$59.8K	0.17%	143
2020 Q3	$2.23M	Buy	64,099 +5,815	+10%	+$202K	0.19%	107
2020 Q2	$1.81M	Buy	58,284 +3,745	+7%	+$116K	0.17%	139
2020 Q1	$1.69M	Sell	54,539 -20,781	-28%	-$644K	0.24%	112
2019 Q4	$2.8M	Buy	75,320 +363	+0.5%	+$13.5K	0.3%	87
2019 Q3	$2.56M	Buy	74,957 +15,875	+27%	+$541K	0.29%	91
2019 Q2	$2.43M	Buy	59,082 +2,077	+4%	+$85.4K	0.28%	92
2019 Q1	$2.3M	Sell	57,005 -14	-0%	-$564	0.29%	97
2018 Q4	$2.36M	Sell	57,019 -9,309	-14%	-$385K	0.32%	88
2018 Q3	$2.77M	Buy	66,328 +7,213	+12%	+$302K	0.31%	84
2018 Q2	$2.04M	Sell	59,115 -8,248	-12%	-$284K	0.25%	100
2018 Q1	$2.27M	Buy	67,363 +8,982	+15%	+$302K	0.29%	84
2017 Q4	$2.01M	Buy	+58,381	New	+$2.01M	0.27%	86