Geneos Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
45,361
-95,110
| -68% | -$2.31M | 0.03% | 512 |
|
|
2025
Q1 | $3.56M | Buy |
140,471
+85,927
| +158% | +$2.18M | 0.05% | 350 |
|
|
2024
Q4 | $1.45M | Sell |
54,544
-6,057
| -10% | -$161K | 0.05% | 342 |
|
|
2024
Q3 | $1.75M | Buy |
60,601
+7,469
| +14% | +$216K | 0.07% | 304 |
|
|
2024
Q2 | $1.49M | Sell |
53,132
-112,145
| -68% | -$3.14M | 0.07% | 295 |
|
|
2024
Q1 | $4.59M | Buy |
165,277
+2,224
| +1% | +$61.7K | 0.21% | 122 |
|
|
2023
Q4 | $4.69M | Sell |
163,053
-39,790
| -20% | -$1.15M | 0.23% | 113 |
|
|
2023
Q3 | $6.73M | Buy |
202,843
+6,100
| +3% | +$202K | 0.35% | 62 |
|
|
2023
Q2 | $7.22M | Buy |
196,743
+147,356
| +298% | +$5.41M | 0.38% | 54 |
|
|
2023
Q1 | $2.01M | Sell |
49,387
-13,837
| -22% | -$565K | 0.12% | 197 |
|
|
2022
Q4 | $3.24M | Buy |
63,224
+1,934
| +3% | +$99.1K | 0.2% | 132 |
|
|
2022
Q3 | $2.68M | Sell |
61,290
-43,287
| -41% | -$1.89M | 0.18% | 129 |
|
|
2022
Q2 | $5.47M | Sell |
104,577
-439
| -0.4% | -$23K | 0.27% | 87 |
|
|
2022
Q1 | $5.44M | Sell |
105,016
-11,917
| -10% | -$617K | 0.23% | 100 |
|
|
2021
Q4 | $6.9M | Buy |
116,933
+3,757
| +3% | +$222K | 0.26% | 87 |
|
|
2021
Q3 | $4.86M | Buy |
113,176
+329
| +0.3% | +$14.1K | 0.19% | 130 |
|
|
2021
Q2 | $4.48M | Sell |
112,847
-16,412
| -13% | -$652K | 0.17% | 136 |
|
|
2021
Q1 | $5M | Buy |
129,259
+9,379
| +8% | +$362K | 0.14% | 175 |
|
|
2020
Q4 | $3.8M | Buy |
119,880
+11,724
| +11% | +$372K | 0.15% | 154 |
|
|
2020
Q3 | $3.7M | Sell |
108,156
-24,235
| -18% | -$829K | 0.19% | 122 |
|
|
2020
Q2 | $4.02M | Buy |
132,391
+41,471
| +46% | +$1.26M | 0.22% | 106 |
|
|
2020
Q1 | $2.67M | Buy |
90,920
+308
| +0.3% | +$9.03K | 0.18% | 128 |
|
|
2019
Q4 | $3.38M | Sell |
90,612
-3,833
| -4% | -$143K | 0.18% | 142 |
|
|
2019
Q3 | $3.25M | Sell |
94,445
-5,161
| -5% | -$177K | 0.19% | 128 |
|
|
2019
Q2 | $4.09M | Buy |
99,606
+1,432
| +1% | +$58.8K | 0.25% | 105 |
|
|
2019
Q1 | $3.96M | Buy |
98,174
+6,605
| +7% | +$266K | 0.26% | 102 |
|
|
2018
Q4 | $3.73M | Buy |
91,569
+2,724
| +3% | +$111K | 0.28% | 98 |
|
|
2018
Q3 | $3.71M | Buy |
88,845
+3,954
| +5% | +$165K | 0.25% | 120 |
|
|
2018
Q2 | $2.92M | Sell |
84,891
-8,028
| -9% | -$276K | 0.23% | 114 |
|
|
2018
Q1 | $3.13M | Sell |
92,919
-2,598
| -3% | -$87.5K | 0.27% | 97 |
|
|
2017
Q4 | $3.28M | Sell |
95,517
-3,876
| -4% | -$133K | 0.29% | 90 |
|
|
2017
Q3 | $3.37M | Buy |
99,393
+3,585
| +4% | +$121K | 0.33% | 83 |
|
|
2017
Q2 | $3.05M | Sell |
95,808
-1,221
| -1% | -$38.9K | 0.31% | 87 |
|
|
2017
Q1 | $3.15M | Sell |
97,029
-6,406
| -6% | -$208K | 0.33% | 83 |
|
|
2016
Q4 | $3.19M | Buy |
103,435
+2,699
| +3% | +$83.2K | 0.42% | 63 |
|
|
2016
Q3 | $3.24M | Sell |
100,736
-1,613
| -2% | -$51.8K | 0.44% | 56 |
|
|
2016
Q2 | $3.45M | Sell |
102,349
-5,784
| -5% | -$195K | 0.5% | 44 |
|
|
2016
Q1 | $3.07M | Buy |
+108,133
| New | +$3.07M | 0.47% | 44 |
|