KFP
Keystone Financial Planning’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.18M | Sell |
254,855
-1,332
| -0.5% | -$32.3K | 1.87% | 13 |
|
|
2025
Q1 | $6.49M | Hold |
256,187
| – | – | 1.93% | 16 |
|
|
2024
Q4 | $6.8M | Sell |
256,187
-512
| -0.2% | -$13.6K | 2.11% | 12 |
|
|
2024
Q3 | $7.43M | Sell |
256,699
-211
| -0.1% | -$6.11K | 2.25% | 9 |
|
|
2024
Q2 | $7.19M | Sell |
256,910
-265
| -0.1% | -$7.42K | 2.38% | 7 |
|
|
2024
Q1 | $7.14M | Sell |
257,175
-8,238
| -3% | -$229K | 2.31% | 12 |
|
|
2023
Q4 | $7.64M | Buy |
265,413
+19,537
| +8% | +$562K | 2.52% | 7 |
|
|
2023
Q3 | $8.16M | Buy |
245,876
+13,630
| +6% | +$452K | 2.85% | 3 |
|
|
2023
Q2 | $8.52M | Buy |
232,246
+14,231
| +7% | +$522K | 2.85% | 4 |
|
|
2023
Q1 | $8.89M | Buy |
218,015
+162,376
| +292% | +$6.62M | 3.03% | 4 |
|
|
2022
Q4 | $2.85M | Sell |
55,639
-313
| -0.6% | -$16K | 0.96% | 27 |
|
|
2022
Q3 | $2.45M | Sell |
55,952
-8,098
| -13% | -$354K | 0.94% | 27 |
|
|
2022
Q2 | $3.36M | Buy |
64,050
+8,553
| +15% | +$448K | 1.18% | 28 |
|
|
2022
Q1 | $2.87M | Buy |
55,497
+531
| +1% | +$27.5K | 0.96% | 31 |
|
|
2021
Q4 | $3.25M | Sell |
54,966
-176,640
| -76% | -$10.4M | 1.11% | 29 |
|
|
2021
Q3 | $9.96M | Sell |
231,606
-5,780
| -2% | -$249K | 3.62% | 3 |
|
|
2021
Q2 | $9.3M | Sell |
237,386
-3,144
| -1% | -$123K | 3.37% | 5 |
|
|
2021
Q1 | $8.71M | Buy |
240,530
+5,223
| +2% | +$189K | 3.25% | 9 |
|
|
2020
Q4 | $8.66M | Buy |
235,307
+6,827
| +3% | +$251K | 3.59% | 2 |
|
|
2020
Q3 | $8.39M | Buy |
228,480
+1,895
| +0.8% | +$69.5K | 4.05% | 2 |
|
|
2020
Q2 | $7.41M | Buy |
226,585
+3,216
| +1% | +$105K | 3.65% | 9 |
|
|
2020
Q1 | $7.29M | Buy |
223,369
+8,967
| +4% | +$293K | 4.17% | 3 |
|
|
2019
Q4 | $8.4M | Buy |
214,402
+6,951
| +3% | +$272K | 3.75% | 5 |
|
|
2019
Q3 | $7.45M | Buy |
207,451
+7,883
| +4% | +$283K | 3.56% | 7 |
|
|
2019
Q2 | $8.65M | Sell |
199,568
-311
| -0.2% | -$13.5K | 4.23% | 3 |
|
|
2019
Q1 | $8.49M | Buy |
199,879
+1,547
| +0.8% | +$65.7K | 4.19% | 2 |
|
|
2018
Q4 | $8.66M | Buy |
198,332
+572
| +0.3% | +$25K | 4.84% | 1 |
|
|
2018
Q3 | $8.72M | Sell |
197,760
-5,269
| -3% | -$232K | 4.45% | 2 |
|
|
2018
Q2 | $7.37M | Buy |
203,029
+1,379
| +0.7% | +$50K | 4.06% | 4 |
|
|
2018
Q1 | $7.16M | Buy |
201,650
+6,434
| +3% | +$228K | 3.99% | 4 |
|
|
2017
Q4 | $7.07M | Buy |
195,216
+2,240
| +1% | +$81.1K | 3.77% | 8 |
|
|
2017
Q3 | $6.89M | Buy |
192,976
+5,427
| +3% | +$194K | 3.91% | 5 |
|
|
2017
Q2 | $6.3M | Buy |
187,549
+5,741
| +3% | +$193K | 3.82% | 4 |
|
|
2017
Q1 | $6.22M | Buy |
181,808
+3,111
| +2% | +$106K | 3.87% | 6 |
|
|
2016
Q4 | $5.8M | Buy |
178,697
+3,278
| +2% | +$106K | 3.79% | 6 |
|
|
2016
Q3 | $5.94M | Buy |
175,419
+2,449
| +1% | +$82.9K | 3.9% | 5 |
|
|
2016
Q2 | $6.09M | Buy |
172,970
+3,043
| +2% | +$107K | 4.12% | 5 |
|
|
2016
Q1 | $5.04M | Buy |
169,927
+5,116
| +3% | +$152K | 3.61% | 8 |
|
|
2015
Q4 | $5.32M | Buy |
164,811
+157
| +0.1% | +$5.07K | 4.03% | 7 |
|
|
2015
Q3 | $5.17M | Buy |
164,654
+388
| +0.2% | +$12.2K | 4.18% | 3 |
|
|
2015
Q2 | $5.51M | Buy |
164,266
+218
| +0.1% | +$7.31K | 4.22% | 3 |
|
|
2015
Q1 | $5.71M | Buy |
164,048
+834
| +0.5% | +$29K | 4.34% | 3 |
|
|
2014
Q4 | $5.08M | Buy |
163,214
+8,030
| +5% | +$250K | 3.75% | 9 |
|
|
2014
Q3 | $4.59M | Buy |
155,184
+6
| +0% | +$177 | 3.46% | 12 |
|
|
2014
Q2 | $4.61M | Sell |
155,178
-743
| -0.5% | -$22.1K | 3.47% | 15 |
|
|
2014
Q1 | $5.01M | Buy |
155,921
+3,502
| +2% | +$112K | 3.88% | 4 |
|
|
2013
Q4 | $4.67M | Buy |
+152,419
| New | +$4.67M | 3.73% | 3 |
|