Financial Engines Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
15,569
+3,765
| +32% | +$91.2K | ﹤0.01% | 410 |
|
|
2025
Q1 | $299K | Sell |
11,804
-2,679
| -18% | -$68K | ﹤0.01% | 375 |
|
|
2024
Q4 | $384K | Buy |
+14,483
| New | +$384K | ﹤0.01% | 351 |
|
|
2024
Q1 | – | Sell |
-13,594
| Closed | -$391K | – | 349 |
|
|
2023
Q4 | $391K | Buy |
13,594
+6,222
| +84% | +$179K | ﹤0.01% | 249 |
|
|
2023
Q3 | $245K | Buy |
+7,372
| New | +$245K | ﹤0.01% | 260 |
|
|
2023
Q2 | – | Sell |
-5,301
| Closed | -$216K | – | 299 |
|
|
2023
Q1 | $216K | Sell |
5,301
-909
| -15% | -$37.1K | ﹤0.01% | 270 |
|
|
2022
Q4 | $318K | Sell |
6,210
-3,585
| -37% | -$184K | ﹤0.01% | 245 |
|
|
2022
Q3 | $428K | Buy |
9,795
+1,811
| +23% | +$79.1K | ﹤0.01% | 211 |
|
|
2022
Q2 | $418K | Buy |
+7,984
| New | +$418K | ﹤0.01% | 218 |
|
|
2022
Q1 | – | Sell |
-5,040
| Closed | -$298K | – | 324 |
|
|
2021
Q4 | $298K | Sell |
5,040
-7,024
| -58% | -$415K | ﹤0.01% | 217 |
|
|
2021
Q3 | $518K | Buy |
12,064
+49
| +0.4% | +$2.1K | ﹤0.01% | 168 |
|
|
2021
Q2 | $471K | Sell |
12,015
-2,084
| -15% | -$81.7K | ﹤0.01% | 146 |
|
|
2021
Q1 | $511K | Buy |
14,099
+723
| +5% | +$26.2K | ﹤0.01% | 159 |
|
|
2020
Q4 | $492K | Sell |
13,376
-22,545
| -63% | -$829K | ﹤0.01% | 165 |
|
|
2020
Q3 | $1.25M | Buy |
35,921
+28,851
| +408% | +$1M | 0.01% | 97 |
|
|
2020
Q2 | $219K | Buy |
+7,070
| New | +$219K | ﹤0.01% | 190 |
|
|
2018
Q1 | – | Sell |
-375
| Closed | -$13K | – | 203 |
|
|
2017
Q4 | $13K | Buy |
+375
| New | +$13K | ﹤0.01% | 100 |
|
|
2013
Q3 | – | Sell |
-599
| Closed | -$16K | – | 58 |
|
|
2013
Q2 | $16K | Buy |
+599
| New | +$16K | 0.01% | 50 |
|