Investment Advisory Services’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
10,947
-454
| -4% | -$11K | 0.09% | 103 |
|
|
2025
Q1 | $289K | Buy |
11,401
+31
| +0.3% | +$786 | 0.1% | 95 |
|
|
2024
Q4 | $302K | Buy |
11,370
+1,824
| +19% | +$48.4K | 0.11% | 92 |
|
|
2024
Q3 | $276K | Sell |
9,546
-1,751
| -15% | -$50.7K | 0.1% | 98 |
|
|
2024
Q2 | $316K | Sell |
11,297
-903
| -7% | -$25.3K | 0.12% | 94 |
|
|
2024
Q1 | $339K | Buy |
12,200
+118
| +1% | +$3.28K | 0.12% | 93 |
|
|
2023
Q4 | $348K | Sell |
12,082
-8,015
| -40% | -$231K | 0.14% | 91 |
|
|
2023
Q3 | $667K | Buy |
20,097
+325
| +2% | +$10.8K | 0.29% | 64 |
|
|
2023
Q2 | $725K | Buy |
19,772
+2,985
| +18% | +$109K | 0.31% | 63 |
|
|
2023
Q1 | $685K | Sell |
16,787
-526
| -3% | -$21.5K | 0.34% | 59 |
|
|
2022
Q4 | $913K | Sell |
17,313
-7
| -0% | -$369 | 0.47% | 51 |
|
|
2022
Q3 | $758K | Buy |
17,320
+87
| +0.5% | +$3.81K | 0.45% | 51 |
|
|
2022
Q2 | $904K | Buy |
17,233
+1,301
| +8% | +$68.2K | 0.52% | 49 |
|
|
2022
Q1 | $825K | Buy |
15,932
+1
| +0% | +$52 | 0.46% | 54 |
|
|
2021
Q4 | $941K | Sell |
15,931
-1,500
| -9% | -$88.6K | 0.51% | 48 |
|
|
2021
Q3 | $750K | Sell |
17,431
-72
| -0.4% | -$3.1K | 0.46% | 53 |
|
|
2021
Q2 | $685K | Buy |
+17,503
| New | +$685K | 0.42% | 54 |
|
|
2020
Q4 | $612K | Buy |
16,825
+779
| +5% | +$28.3K | 0.43% | 56 |
|
|
2020
Q3 | $559K | Buy |
16,046
+510
| +3% | +$17.8K | 0.44% | 56 |
|
|
2020
Q2 | $482K | Buy |
15,536
+4,556
| +41% | +$141K | 0.41% | 58 |
|
|
2020
Q1 | $360K | Hold |
10,980
| – | – | 0.39% | 56 |
|
|
2019
Q4 | $408K | Buy |
+10,980
| New | +$408K | 0.37% | 50 |
|