Laurel Wealth Advisors (California)’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.23M | Buy |
82,624
+3,066
| +4% | +$157K | 0.42% | 59 |
|
|
2022
Q3 | $3.48M | Sell |
79,558
-14,151
| -15% | -$619K | 0.37% | 72 |
|
|
2022
Q2 | $4.91M | Sell |
93,709
-2,606
| -3% | -$137K | 0.5% | 44 |
|
|
2022
Q1 | $4.99M | Sell |
96,315
-34,644
| -26% | -$1.79M | 0.41% | 57 |
|
|
2021
Q4 | $7.73M | Buy |
130,959
+33,960
| +35% | +$2.01M | 0.6% | 29 |
|
|
2021
Q3 | $4.17M | Sell |
96,999
-8,717
| -8% | -$375K | 0.77% | 22 |
|
|
2021
Q2 | $4.14M | Buy |
105,716
+12,719
| +14% | +$498K | 0.54% | 42 |
|
|
2021
Q1 | $3.37M | Sell |
92,997
-4,757
| -5% | -$172K | 0.51% | 42 |
|
|
2020
Q4 | $3.6M | Buy |
97,754
+21,932
| +29% | +$807K | 0.53% | 44 |
|
|
2020
Q3 | $2.64M | Buy |
75,822
+2,387
| +3% | +$83.1K | 0.44% | 58 |
|
|
2020
Q2 | $2.28M | Buy |
73,435
+6,745
| +10% | +$209K | 0.42% | 60 |
|
|
2020
Q1 | $2.07M | Sell |
66,690
-5,198
| -7% | -$161K | 0.47% | 53 |
|
|
2019
Q4 | $2.67M | Sell |
71,888
-15,585
| -18% | -$579K | 0.45% | 54 |
|
|
2019
Q3 | $2.98M | Buy |
87,473
+17,672
| +25% | +$602K | 0.51% | 46 |
|
|
2019
Q2 | $2.87M | Sell |
69,801
-442
| -0.6% | -$18.2K | 0.63% | 35 |
|
|
2019
Q1 | $2.83M | Buy |
70,243
+62,253
| +779% | +$2.51M | 0.7% | 31 |
|
|
2018
Q4 | $330K | Sell |
7,990
-64,246
| -89% | -$2.65M | 0.1% | 230 |
|
|
2018
Q3 | $3.02M | Buy |
72,236
+2,710
| +4% | +$113K | 0.74% | 29 |
|
|
2018
Q2 | $2.39M | Buy |
69,526
+6,027
| +9% | +$207K | 0.64% | 36 |
|
|
2018
Q1 | $2.14M | Sell |
63,499
-4,597
| -7% | -$155K | 0.66% | 36 |
|
|
2017
Q4 | $2.34M | Buy |
68,096
+8,294
| +14% | +$285K | 0.67% | 33 |
|
|
2017
Q3 | $2.03M | Sell |
59,802
-1,303
| -2% | -$44.1K | 0.68% | 32 |
|
|
2017
Q2 | $1.95M | Buy |
61,105
+1,950
| +3% | +$62.1K | 0.69% | 32 |
|
|
2017
Q1 | $1.92M | Buy |
59,155
+5,249
| +10% | +$170K | 0.74% | 27 |
|
|
2016
Q4 | $1.66M | Buy |
53,906
+18,056
| +50% | +$556K | 0.74% | 29 |
|
|
2016
Q3 | $1.15M | Sell |
35,850
-794
| -2% | -$25.5K | 0.54% | 53 |
|
|
2016
Q2 | $1.22M | Buy |
36,644
+2,703
| +8% | +$90.3K | 0.59% | 45 |
|
|
2016
Q1 | $954K | Sell |
33,941
-1,231
| -3% | -$34.6K | 0.48% | 56 |
|
|
2015
Q4 | $1.08M | Buy |
+35,172
| New | +$1.08M | 0.56% | 52 |
|