FSA
Fort Sheridan Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
116,914
+25,948
| +29% | +$629K | 0.4% | 45 |
|
|
2025
Q1 | $2.31M | Buy |
90,966
+18,248
| +25% | +$462K | 0.35% | 56 |
|
|
2024
Q4 | $1.93M | Buy |
72,718
+370
| +0.5% | +$9.82K | 0.28% | 62 |
|
|
2024
Q3 | $2.09M | Buy |
72,348
+2,456
| +4% | +$71.1K | 0.32% | 61 |
|
|
2024
Q2 | $1.96M | Buy |
69,892
+1,427
| +2% | +$39.9K | 0.32% | 59 |
|
|
2024
Q1 | $1.9M | Sell |
68,465
-12,692
| -16% | -$352K | 0.36% | 53 |
|
|
2023
Q4 | $2.34M | Sell |
81,157
-24,432
| -23% | -$703K | 0.47% | 42 |
|
|
2023
Q3 | $3.5M | Sell |
105,589
-5,177
| -5% | -$172K | 0.79% | 25 |
|
|
2023
Q2 | $4.06M | Buy |
110,766
+6,465
| +6% | +$237K | 0.93% | 23 |
|
|
2023
Q1 | $4.26M | Buy |
104,301
+24,423
| +31% | +$996K | 1.08% | 19 |
|
|
2022
Q4 | $4.09M | Sell |
79,878
-2,298
| -3% | -$118K | 1.33% | 15 |
|
|
2022
Q3 | $3.6M | Buy |
82,176
+1,624
| +2% | +$71.1K | 1.21% | 15 |
|
|
2022
Q2 | $4.22M | Buy |
80,552
+538
| +0.7% | +$28.2K | 1.37% | 15 |
|
|
2022
Q1 | $4.14M | Buy |
80,014
+1,492
| +2% | +$77.2K | 1.22% | 15 |
|
|
2021
Q4 | $4.64M | Buy |
78,522
+1,730
| +2% | +$102K | 1.34% | 13 |
|
|
2021
Q3 | $3.3M | Buy |
76,792
+2,327
| +3% | +$100K | 1.08% | 18 |
|
|
2021
Q2 | $2.92M | Buy |
74,465
+12,885
| +21% | +$505K | 0.97% | 21 |
|
|
2021
Q1 | $2.23M | Buy |
61,580
+17,663
| +40% | +$640K | 0.89% | 23 |
|
|
2020
Q4 | $1.62M | Buy |
43,917
+3,872
| +10% | +$143K | 0.79% | 27 |
|
|
2020
Q3 | $1.47M | Buy |
40,045
+7,201
| +22% | +$264K | 0.87% | 23 |
|
|
2020
Q2 | $1.07M | Buy |
32,844
+6,468
| +25% | +$212K | 0.66% | 28 |
|
|
2020
Q1 | $861K | Buy |
26,376
+9,929
| +60% | +$324K | 0.63% | 29 |
|
|
2019
Q4 | $644K | Sell |
16,447
-1,601
| -9% | -$62.7K | 0.35% | 41 |
|
|
2019
Q3 | $648K | Buy |
18,048
+1,831
| +11% | +$65.7K | 0.36% | 39 |
|
|
2019
Q2 | $703K | Buy |
16,217
+1,843
| +13% | +$79.9K | 0.41% | 37 |
|
|
2019
Q1 | $610K | Hold |
14,374
| – | – | 0.4% | 36 |
|
|
2018
Q4 | $627K | Buy |
+14,374
| New | +$627K | 0.44% | 30 |
|