IAS
IMA Advisory Services’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2K | Buy |
710
+28
| +4% | +$679 | ﹤0.01% | 291 |
|
|
2025
Q1 | $17.3K | Buy |
+682
| New | +$17.3K | ﹤0.01% | 291 |
|
|
2024
Q4 | – | Sell |
-682
| Closed | -$19.7K | – | 252 |
|
|
2024
Q3 | $19.7K | Buy |
+682
| New | +$19.7K | ﹤0.01% | 223 |
|
|
2023
Q4 | – | Sell |
-4,222
| Closed | -$140K | – | 214 |
|
|
2023
Q3 | $140K | Hold |
4,222
| – | – | 0.04% | 142 |
|
|
2023
Q2 | $155K | Buy |
4,222
+26
| +0.6% | +$954 | 0.04% | 138 |
|
|
2023
Q1 | $171K | Sell |
4,196
-55,257
| -93% | -$2.25M | 0.04% | 135 |
|
|
2022
Q4 | $3.05M | Sell |
59,453
-3,826
| -6% | -$196K | 0.81% | 30 |
|
|
2022
Q3 | $2.77M | Sell |
63,279
-790
| -1% | -$34.6K | 0.74% | 41 |
|
|
2022
Q2 | $3.36M | Sell |
64,069
-877
| -1% | -$46K | 0.82% | 29 |
|
|
2022
Q1 | $3.36M | Sell |
64,946
-2,189
| -3% | -$113K | 0.77% | 34 |
|
|
2021
Q4 | $3.96M | Sell |
67,135
-2,228
| -3% | -$132K | 0.88% | 29 |
|
|
2021
Q3 | $2.98M | Sell |
69,363
-385
| -0.6% | -$16.6K | 0.7% | 46 |
|
|
2021
Q2 | $2.73M | Sell |
69,748
-4,018
| -5% | -$157K | 0.64% | 55 |
|
|
2021
Q1 | $2.67M | Sell |
73,766
-103
| -0.1% | -$3.73K | 0.65% | 60 |
|
|
2020
Q4 | $2.72M | Sell |
73,869
-1,990
| -3% | -$73.2K | 0.76% | 45 |
|
|
2020
Q3 | $2.78M | Buy |
75,859
+6,301
| +9% | +$231K | 0.93% | 31 |
|
|
2020
Q2 | $2.28M | Buy |
69,558
+68,876
| +10,099% | +$2.25M | 0.82% | 39 |
|
|
2020
Q1 | $22K | Hold |
682
| – | – | 0.01% | 174 |
|
|
2019
Q4 | $27K | Hold |
682
| – | – | 0.01% | 171 |
|
|
2019
Q3 | $25K | Sell |
682
-125
| -15% | -$4.58K | 0.01% | 177 |
|
|
2019
Q2 | $35K | Buy |
807
+477
| +145% | +$20.7K | 0.01% | 161 |
|
|
2019
Q1 | $14K | Sell |
330
-294
| -47% | -$12.5K | 0.01% | 197 |
|
|
2018
Q4 | $27K | Sell |
624
-13
| -2% | -$563 | 0.01% | 177 |
|
|
2018
Q3 | $28K | Buy |
637
+190
| +43% | +$8.35K | 0.01% | 175 |
|
|
2018
Q2 | $16K | Sell |
447
-18,154
| -98% | -$650K | 0.01% | 234 |
|
|
2018
Q1 | $660K | Sell |
18,601
-1,332
| -7% | -$47.3K | 0.29% | 85 |
|
|
2017
Q4 | $722K | Sell |
19,933
-1,607
| -7% | -$58.2K | 0.32% | 88 |
|
|
2017
Q3 | $769K | Sell |
21,540
-853
| -4% | -$30.5K | 0.36% | 86 |
|
|
2017
Q2 | $752K | Sell |
22,393
-3,004
| -12% | -$101K | 0.36% | 88 |
|
|
2017
Q1 | $869K | Buy |
25,397
+1,782
| +8% | +$61K | 0.44% | 77 |
|
|
2016
Q4 | $767K | Sell |
23,615
-3,780
| -14% | -$123K | 0.47% | 67 |
|
|
2016
Q3 | $928K | Buy |
+27,395
| New | +$928K | 0.53% | 59 |
|
|
2014
Q4 | – | Sell |
-26,621
| Closed | -$787K | – | 153 |
|
|
2014
Q3 | $787K | Hold |
26,621
| – | – | 0.37% | 77 |
|
|
2014
Q2 | $790K | Sell |
26,621
-740
| -3% | -$22K | 0.36% | 80 |
|
|
2014
Q1 | $879K | Sell |
27,361
-700
| -2% | -$22.5K | 0.41% | 74 |
|
|
2013
Q4 | $860K | Buy |
28,061
+700
| +3% | +$21.5K | 0.41% | 75 |
|
|
2013
Q3 | $786K | Hold |
27,361
| – | – | 0.39% | 82 |
|
|
2013
Q2 | $766K | Buy |
+27,361
| New | +$766K | 0.42% | 86 |
|