Kestra Private Wealth 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 | $7.36M | Buy |
303,587
+3,791
| +1% | +$91.9K | 0.11% | 219 |
|
|
2025
Q1 | $7.6M | Buy |
299,796
+3,533
| +1% | +$89.5K | 0.13% | 181 |
|
|
2024
Q4 | $7.86M | Buy |
296,263
+8,069
| +3% | +$214K | 0.13% | 172 |
|
|
2024
Q3 | $8.34M | Sell |
288,194
-33,154
| -10% | -$959K | 0.15% | 149 |
|
|
2024
Q2 | $8.99M | Buy |
321,348
+8,453
| +3% | +$237K | 0.18% | 129 |
|
|
2024
Q1 | $8.68M | Buy |
312,895
+22,691
| +8% | +$630K | 0.2% | 127 |
|
|
2023
Q4 | $8.35M | Buy |
290,204
+8,322
| +3% | +$240K | 0.21% | 117 |
|
|
2023
Q3 | $9.35M | Buy |
281,882
+22,430
| +9% | +$744K | 0.29% | 86 |
|
|
2023
Q2 | $9.52M | Buy |
259,452
+39,934
| +18% | +$1.46M | 0.33% | 74 |
|
|
2023
Q1 | $8.96M | Buy |
219,518
+10,283
| +5% | +$420K | 0.36% | 71 |
|
|
2022
Q4 | $10.7M | Buy |
209,235
+24,017
| +13% | +$1.23M | 0.54% | 35 |
|
|
2022
Q3 | $8.11M | Sell |
185,218
-1,575
| -0.8% | -$68.9K | 0.47% | 44 |
|
|
2022
Q2 | $9.79M | Sell |
186,793
-5,263
| -3% | -$276K | 0.56% | 31 |
|
|
2022
Q1 | $9.94M | Sell |
192,056
-7,154
| -4% | -$370K | 0.49% | 37 |
|
|
2021
Q4 | $11.8M | Buy |
199,210
+15,946
| +9% | +$942K | 0.56% | 29 |
|
|
2021
Q3 | $7.88M | Buy |
183,264
+1,547
| +0.9% | +$66.5K | 0.44% | 44 |
|
|
2021
Q2 | $7.12M | Sell |
181,717
-2,427
| -1% | -$95K | 0.43% | 43 |
|
|
2021
Q1 | $6.67M | Buy |
184,144
+10,241
| +6% | +$371K | 0.46% | 43 |
|
|
2020
Q4 | $6.39M | Buy |
173,903
+1,451
| +0.8% | +$53.3K | 0.47% | 43 |
|
|
2020
Q3 | $6M | Buy |
+172,452
| New | +$6M | 0.52% | 41 |
|