Kestra 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
$34.2M Buy
1,409,516
+268,402
+24% +$6.51M 0.17% 110
2025
Q1
$28.9M Sell
1,141,114
-21,143
-2% -$536K 0.14% 116
2024
Q4
$30.8M Sell
1,162,257
-152,429
-12% -$4.04M 0.17% 114
2024
Q3
$38M Sell
1,314,686
-44,722
-3% -$1.29M 0.21% 92
2024
Q2
$35.9M Buy
1,359,408
+372,152
+38% +$9.82M 0.2% 91
2024
Q1
$27.4M Buy
987,256
+288,602
+41% +$8.01M 0.18% 110
2023
Q4
$20.1M Sell
698,654
-37,880
-5% -$1.09M 0.16% 117
2023
Q3
$24.4M Buy
736,534
+22,036
+3% +$731K 0.24% 85
2023
Q2
$26.2M Buy
714,498
+153,170
+27% +$5.62M 0.26% 77
2023
Q1
$22.9M Sell
561,328
-165,093
-23% -$6.74M 0.25% 83
2022
Q4
$37.2M Sell
726,421
-11,601
-2% -$594K 0.33% 54
2022
Q3
$32.3M Buy
738,022
+86,449
+13% +$3.78M 0.35% 56
2022
Q2
$34.2M Buy
651,573
+95,704
+17% +$5.02M 0.35% 51
2022
Q1
$28.8M Sell
555,869
-81,224
-13% -$4.2M 0.3% 64
2021
Q4
$37.6M Sell
637,093
-144,208
-18% -$8.52M 0.38% 51
2021
Q3
$33.6M Buy
781,301
+151,936
+24% +$6.53M 0.34% 58
2021
Q2
$24.6M Sell
629,365
-530
-0.1% -$20.8K 0.28% 75
2021
Q1
$22.8M Sell
629,895
-218,714
-26% -$7.92M 0.29% 75
2020
Q4
$31.2M Buy
848,609
+324,164
+62% +$11.9M 0.36% 55
2020
Q3
$18.3M Buy
+524,445
New +$18.3M 0.34% 61