KFA
Kelleher Financial Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
44,793
+4,797
| +12% | +$116K | 0.38% | 39 |
|
|
2025
Q1 | $1.01M | Buy |
39,996
+4,639
| +13% | +$118K | 0.4% | 39 |
|
|
2024
Q4 | $938K | Buy |
35,357
+1,088
| +3% | +$28.9K | 0.35% | 38 |
|
|
2024
Q3 | $992K | Sell |
34,269
-392
| -1% | -$11.3K | 0.38% | 36 |
|
|
2024
Q2 | $970K | Buy |
34,661
+5,035
| +17% | +$141K | 0.4% | 32 |
|
|
2024
Q1 | $822K | Buy |
29,626
+2,240
| +8% | +$62.2K | 0.34% | 41 |
|
|
2023
Q4 | $788K | Buy |
27,386
+2,378
| +10% | +$68.5K | 0.37% | 37 |
|
|
2023
Q3 | $829K | Sell |
25,008
-5,739
| -19% | -$190K | 0.43% | 35 |
|
|
2023
Q2 | $1.13M | Buy |
30,747
+5,325
| +21% | +$195K | 0.65% | 25 |
|
|
2023
Q1 | $1.04M | Sell |
25,422
-5,063
| -17% | -$207K | 0.69% | 26 |
|
|
2022
Q4 | $1.56M | Buy |
30,485
+48
| +0.2% | +$2.46K | 1.17% | 16 |
|
|
2022
Q3 | $1.33M | Sell |
30,437
-8,425
| -22% | -$368K | 0.95% | 20 |
|
|
2022
Q2 | $2.04M | Buy |
38,862
+8,570
| +28% | +$449K | 0.92% | 17 |
|
|
2022
Q1 | $1.57M | Sell |
30,292
-46
| -0.2% | -$2.38K | 0.87% | 23 |
|
|
2021
Q4 | $1.79M | Sell |
30,338
-15,147
| -33% | -$894K | 0.95% | 22 |
|
|
2021
Q3 | $1.96M | Buy |
45,485
+15,015
| +49% | +$646K | 0.86% | 24 |
|
|
2021
Q2 | $1.19M | Buy |
30,470
+1,435
| +5% | +$56.1K | 0.67% | 25 |
|
|
2021
Q1 | $1.05M | Buy |
29,035
+1,023
| +4% | +$37.1K | 0.68% | 30 |
|
|
2020
Q4 | $1.03M | Sell |
28,012
-595
| -2% | -$21.9K | 0.78% | 25 |
|
|
2020
Q3 | $1.05M | Buy |
28,607
+23
| +0.1% | +$843 | 0.87% | 23 |
|
|
2020
Q2 | $934K | Buy |
28,584
+27
| +0.1% | +$882 | 0.9% | 25 |
|
|
2020
Q1 | $931K | Buy |
28,557
+1,557
| +6% | +$50.8K | 1.11% | 18 |
|
|
2019
Q4 | $1.06M | Buy |
27,000
+162
| +0.6% | +$6.34K | 1.07% | 21 |
|
|
2019
Q3 | $963K | Hold |
26,838
| – | – | 1.17% | 18 |
|
|
2019
Q2 | $1.16M | Buy |
+26,838
| New | +$1.16M | 1.43% | 15 |
|
|
2018
Q4 | $1.17M | Hold |
26,878
| – | – | 1.88% | 10 |
|
|
2018
Q3 | $1.18M | Buy |
26,878
+348
| +1% | +$15.3K | 1.54% | 15 |
|
|
2018
Q2 | $962K | Sell |
26,530
-221
| -0.8% | -$8.01K | 1.38% | 14 |
|
|
2018
Q1 | $949K | Sell |
26,751
-944
| -3% | -$33.5K | 1.29% | 15 |
|
|
2017
Q4 | $1M | Buy |
27,695
+9,801
| +55% | +$355K | 1.58% | 15 |
|
|
2017
Q3 | $639K | Buy |
17,894
+2
| +0% | +$71 | 1.34% | 23 |
|
|
2017
Q2 | $601K | Sell |
17,892
-2,495
| -12% | -$83.8K | 1.16% | 22 |
|
|
2017
Q1 | $697K | Sell |
20,387
-66,490
| -77% | -$2.27M | 1.49% | 18 |
|
|
2016
Q4 | $2.82M | Buy |
86,877
+198
| +0.2% | +$6.43K | 1.57% | 22 |
|
|
2016
Q3 | $2.94M | Sell |
86,679
-1,400
| -2% | -$47.4K | 1.66% | 21 |
|
|
2016
Q2 | $3.1M | Sell |
88,079
-813
| -0.9% | -$28.6K | 1.88% | 17 |
|
|
2016
Q1 | $2.63M | Buy |
88,892
+9,563
| +12% | +$283K | 1.45% | 18 |
|
|
2015
Q4 | $2.56M | Hold |
79,329
| – | – | 1.74% | 21 |
|
|
2015
Q3 | $2.49M | Sell |
79,329
-2,200
| -3% | -$69.1K | 1.65% | 19 |
|
|
2015
Q2 | $2.73M | Sell |
81,529
-500
| -0.6% | -$16.8K | 1.56% | 21 |
|
|
2015
Q1 | $2.85M | Sell |
82,029
-2,449
| -3% | -$85.2K | 1.58% | 19 |
|
|
2014
Q4 | $2.63M | Buy |
84,478
+250
| +0.3% | +$7.79K | 1.41% | 22 |
|
|
2014
Q3 | $2.52M | Buy |
84,228
+100
| +0.1% | +$2.99K | 1.37% | 22 |
|
|
2014
Q2 | $2.5M | Buy |
84,128
+100
| +0.1% | +$2.97K | 1.3% | 26 |
|
|
2014
Q1 | $2.7M | Sell |
84,028
-500
| -0.6% | -$16.1K | 1.47% | 24 |
|
|
2013
Q4 | $2.59M | Buy |
84,528
+10,000
| +13% | +$306K | 1.34% | 22 |
|
|
2013
Q3 | $2.14M | Sell |
74,528
-200
| -0.3% | -$5.75K | 1.22% | 28 |
|
|
2013
Q2 | $2.09M | Buy |
+74,728
| New | +$2.09M | 1.28% | 27 |
|