First Personal Financial Services’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $34.6K | Buy |
1,195
+180
| +18% | +$5.25K | 0.01% | 224 |
|
|
2024
Q2 | $28.4K | Hold |
1,015
| – | – | 0.01% | 217 |
|
|
2024
Q1 | $28.2K | Buy |
1,015
+117
| +13% | +$3.25K | 0.01% | 216 |
|
|
2023
Q4 | $25.9K | Hold |
898
| – | – | 0.01% | 243 |
|
|
2023
Q3 | $29.8K | Sell |
898
-15,232
| -94% | -$539K | 0.01% | 236 |
|
|
2023
Q2 | $592K | Sell |
16,130
-29,957
| -65% | -$1.17M | 0.15% | 74 |
|
|
2023
Q1 | $1.88M | Sell |
46,087
-112,103
| -71% | -$4.84M | 0.49% | 55 |
|
|
2022
Q4 | $8.11M | Sell |
158,190
-3,468
| -2% | -$166K | 2.2% | 15 |
|
|
2022
Q3 | $7.07M | Buy |
161,658
+2,366
| +1% | +$115K | 2.06% | 18 |
|
|
2022
Q2 | $8.35M | Buy |
159,292
+3,598
| +2% | +$183K | 2.34% | 14 |
|
|
2022
Q1 | $8.06M | Buy |
155,694
+5,700
| +4% | +$296K | 1.88% | 18 |
|
|
2021
Q4 | $8.86M | Sell |
149,994
-4,365
| -3% | -$216K | 1.98% | 16 |
|
|
2021
Q3 | $6.64M | Sell |
154,359
-5,251
| -3% | -$233K | 1.65% | 23 |
|
|
2021
Q2 | $6.25M | Buy |
159,610
+1,670
| +1% | +$64.9K | 1.6% | 25 |
|
|
2021
Q1 | $5.72M | Buy |
157,940
+2,827
| +2% | +$100K | 1.56% | 25 |
|
|
2020
Q4 | $5.71M | Buy |
155,113
+9,363
| +6% | +$343K | 1.63% | 25 |
|
|
2020
Q3 | $5.08M | Buy |
145,750
+7,856
| +6% | +$275K | 1.61% | 24 |
|
|
2020
Q2 | $4.28M | Sell |
137,894
-2,609
| -2% | -$88.6K | 1.46% | 27 |
|
|
2020
Q1 | $4.35M | Sell |
140,503
-3,274
| -2% | -$112K | 1.68% | 23 |
|
|
2019
Q4 | $5.34M | Sell |
143,777
-14,247
| -9% | -$507K | 1.73% | 20 |
|
|
2019
Q3 | $5.39M | Buy |
158,024
+34,836
| +28% | +$1.27M | 1.67% | 22 |
|
|
2019
Q2 | $5.06M | Buy |
123,188
+3,955
| +3% | +$157K | 1.45% | 27 |
|
|
2019
Q1 | $4.8M | Buy |
119,233
+4,555
| +4% | +$182K | 1.47% | 25 |
|
|
2018
Q4 | $4.75M | Buy |
114,678
+1,670
| +1% | +$69.3K | 1.64% | 17 |
|
|
2018
Q3 | $4.72M | Sell |
113,008
-4,201
| -4% | -$162K | 1.49% | 20 |
|
|
2018
Q2 | $4.03M | Sell |
117,209
-4,271
| -4% | -$146K | 1.35% | 22 |
|
|
2018
Q1 | $4.09M | Sell |
121,480
-37,659
| -24% | -$1.29M | 0.9% | 35 |
|
|
2017
Q4 | $5.47M | Sell |
159,139
-2,990
| -2% | -$102K | 1.07% | 26 |
|
|
2017
Q3 | $5.49M | Sell |
162,129
-1,402
| -0.9% | -$45.1K | 1.16% | 25 |
|
|
2017
Q2 | $5.21M | Buy |
163,531
+7,608
| +5% | +$240K | 1.14% | 25 |
|
|
2017
Q1 | $5.06M | Buy |
155,923
+11,869
| +8% | +$374K | 1.21% | 25 |
|
|
2016
Q4 | $4.44M | Sell |
144,054
-1,196
| -0.8% | -$36.5K | 1.17% | 24 |
|
|
2016
Q3 | $4.67M | Buy |
145,250
+4,086
| +3% | +$137K | 1.36% | 22 |
|
|
2016
Q2 | $4.71M | Buy |
141,164
+20,136
| +17% | +$643K | 1.61% | 15 |
|
|
2016
Q1 | $3.4M | Buy |
121,028
+52,228
| +76% | +$1.49M | 1.68% | 15 |
|
|
2015
Q4 | $2.11M | Buy |
68,800
+3,114
| +5% | +$98K | 1.19% | 30 |
|
|
2015
Q3 | $1.96M | Buy |
65,686
+4,089
| +7% | +$131K | 1.18% | 31 |
|
|
2015
Q2 | $1.96M | Buy |
61,597
+3,405
| +6% | +$111K | 1.17% | 28 |
|
|
2015
Q1 | $1.92M | Sell |
58,192
-1,415
| -2% | -$45K | 1.16% | 25 |
|
|
2014
Q4 | $1.76M | Buy |
+59,607
| New | +$1.71M | 1.03% | 33 |
|
Other funds holding PFE
First Personal Financial Services's PFE Position: Q3 2024 in Review
First Personal Financial Services increased its Pfizer (PFE) stake by 18% in Q3 2024, buying an estimated $5.25K and bringing the position to 1,195 shares worth $34.6K. The position accounts for 0.01% of the portfolio, ranked #224.
First Personal Financial Services first reported a position in PFE in Q4 2014 and has held it in 40 quarters since. The position peaked at $8.86M in Q4 2021. 2,909 funds tracked by Wall St. Rank hold PFE as of Q3 2024.
- First Personal Financial Services held 1,195 shares of Pfizer worth $34.6K as of Q3 2024.
- First Personal Financial Services bought 180 Pfizer shares in Q3 2024, an estimated $5.25K.
- Pfizer made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #224 holding.
- First Personal Financial Services first reported a position in Pfizer in Q4 2014 and has held it in 40 quarters since.
- First Personal Financial Services's Pfizer position peaked at $8.86M in Q4 2021.
- 2,909 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.