Financial Architects (New Jersey)’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $809K | Sell |
22,048
-1,802
| -8% | -$66.1K | 0.12% | 159 |
|
|
2023
Q1 | $973K | Sell |
23,850
-5,651
| -19% | -$231K | 0.16% | 141 |
|
|
2022
Q4 | $1.51M | Buy |
29,501
+1,536
| +5% | +$78.7K | 0.25% | 98 |
|
|
2022
Q3 | $1.22M | Buy |
+27,965
| New | +$1.22M | 0.21% | 112 |
|
|
2022
Q2 | – | Sell |
-25,256
| Closed | -$1.31M | – | 201 |
|
|
2022
Q1 | $1.31M | Sell |
25,256
-176
| -0.7% | -$9.11K | 0.19% | 122 |
|
|
2021
Q4 | $1.5M | Buy |
25,432
+157
| +0.6% | +$9.27K | 0.2% | 117 |
|
|
2021
Q3 | $1.09M | Sell |
25,275
-145
| -0.6% | -$6.24K | 0.16% | 132 |
|
|
2021
Q2 | $995K | Buy |
25,420
+476
| +2% | +$18.6K | 0.14% | 137 |
|
|
2021
Q1 | $904K | Sell |
24,944
-325
| -1% | -$11.8K | 0.14% | 141 |
|
|
2020
Q4 | $930K | Sell |
25,269
-220
| -0.9% | -$8.1K | 0.17% | 120 |
|
|
2020
Q3 | $888K | Sell |
25,489
-495
| -2% | -$17.2K | 0.2% | 108 |
|
|
2020
Q2 | $806K | Buy |
25,984
+1,667
| +7% | +$51.7K | 0.19% | 105 |
|
|
2020
Q1 | $753K | Sell |
24,317
-1,598
| -6% | -$49.5K | 0.21% | 95 |
|
|
2019
Q4 | $963K | Sell |
25,915
-1,452
| -5% | -$54K | 0.21% | 96 |
|
|
2019
Q3 | $933K | Sell |
27,367
-24,730
| -47% | -$843K | 0.22% | 93 |
|
|
2019
Q2 | $2.14M | Sell |
52,097
-14,065
| -21% | -$578K | 0.4% | 52 |
|
|
2019
Q1 | $2.67M | Sell |
66,162
-3,577
| -5% | -$144K | 0.45% | 42 |
|
|
2018
Q4 | $2.89M | Sell |
69,739
-111
| -0.2% | -$4.6K | 0.55% | 35 |
|
|
2018
Q3 | $2.92M | Sell |
69,850
-697
| -1% | -$29.1K | 0.48% | 39 |
|
|
2018
Q2 | $2.43M | Sell |
70,547
-1,756
| -2% | -$60.5K | 0.43% | 43 |
|
|
2018
Q1 | $2.44M | Sell |
72,303
-7,628
| -10% | -$257K | 0.48% | 36 |
|
|
2017
Q4 | $2.75M | Sell |
79,931
-3,460
| -4% | -$119K | 0.46% | 39 |
|
|
2017
Q3 | $2.83M | Buy |
83,391
+1,100
| +1% | +$37.3K | 0.5% | 38 |
|
|
2017
Q2 | $2.62M | Buy |
82,291
+4,709
| +6% | +$150K | 0.47% | 39 |
|
|
2017
Q1 | $2.52M | Buy |
77,582
+25,429
| +49% | +$825K | 0.45% | 43 |
|
|
2016
Q4 | $1.61M | Sell |
52,153
-1,273
| -2% | -$39.3K | 0.38% | 61 |
|
|
2016
Q3 | $1.72M | Buy |
53,426
+7,478
| +16% | +$240K | 0.46% | 48 |
|
|
2016
Q2 | $1.54M | Buy |
45,948
+7,156
| +18% | +$239K | 0.43% | 53 |
|
|
2016
Q1 | $1.09M | Sell |
38,792
-178
| -0.5% | -$5.01K | 0.39% | 59 |
|
|
2015
Q4 | $1.19M | Sell |
38,970
-6,587
| -14% | -$202K | 0.48% | 54 |
|
|
2015
Q3 | $1.36M | Buy |
45,557
+4,759
| +12% | +$142K | 0.57% | 41 |
|
|
2015
Q2 | $1.3M | Sell |
40,798
-261
| -0.6% | -$8.3K | 0.47% | 41 |
|
|
2015
Q1 | $1.36M | Buy |
41,059
+2,583
| +7% | +$85.2K | 0.53% | 38 |
|
|
2014
Q4 | $1.14M | Sell |
38,476
-786
| -2% | -$23.2K | 0.5% | 45 |
|
|
2014
Q3 | $1.1M | Buy |
39,262
+2,622
| +7% | +$73.5K | 0.54% | 41 |
|
|
2014
Q2 | $1.03M | Buy |
36,640
+11,930
| +48% | +$336K | 0.5% | 48 |
|
|
2014
Q1 | $753K | Buy |
24,710
+484
| +2% | +$14.7K | 0.45% | 56 |
|
|
2013
Q4 | $704K | Buy |
24,226
+1,323
| +6% | +$38.4K | 0.41% | 59 |
|
|
2013
Q3 | $626K | Buy |
22,903
+575
| +3% | +$15.7K | 0.4% | 57 |
|
|
2013
Q2 | $593K | Buy |
+22,328
| New | +$593K | 0.44% | 52 |
|