Lowe Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.46K | Sell |
175
-26
| -13% | -$642 | ﹤0.01% | 294 |
|
|
2025
Q2 | $4.87K | Hold |
201
| – | – | ﹤0.01% | 285 |
|
|
2025
Q1 | $5.09K | Hold |
201
| – | – | ﹤0.01% | 283 |
|
|
2024
Q4 | $5.33K | Buy |
201
+26
| +15% | +$705 | ﹤0.01% | 270 |
|
|
2024
Q3 | $5.07K | Hold |
175
| – | – | ﹤0.01% | 255 |
|
|
2024
Q2 | $4.9K | Sell |
175
-54
| -24% | -$1.49K | ﹤0.01% | 251 |
|
|
2024
Q1 | $6.36K | Hold |
229
| – | – | ﹤0.01% | 239 |
|
|
2023
Q4 | $6.59K | Hold |
229
| – | – | ﹤0.01% | 232 |
|
|
2023
Q3 | $7.6K | Buy |
229
+54
| +31% | +$1.91K | ﹤0.01% | 213 |
|
|
2023
Q2 | $6.42K | Hold |
175
| – | – | ﹤0.01% | 251 |
|
|
2023
Q1 | $7.14K | Sell |
175
-50
| -22% | -$2.16K | ﹤0.01% | 233 |
|
|
2022
Q4 | $11.5K | Hold |
225
| – | – | 0.01% | 203 |
|
|
2022
Q3 | $10K | Hold |
225
| – | – | 0.01% | 198 |
|
|
2022
Q2 | $12K | Hold |
225
| – | – | 0.01% | 175 |
|
|
2022
Q1 | $12K | Hold |
225
| – | – | 0.01% | 185 |
|
|
2021
Q4 | $13K | Buy |
225
+125
| +125% | +$6.19K | 0.01% | 177 |
|
|
2021
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 233 |
|
|
2021
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 226 |
|
|
2021
Q1 | $4K | Buy |
+100
| New | +$3.55K | ﹤0.01% | 220 |
|
|
2020
Q3 | – | Sell |
-316
| Closed | -$10K | – | 283 |
|
|
2020
Q2 | $10K | Hold |
316
| – | – | 0.01% | 157 |
|
|
2020
Q1 | $10K | Hold |
316
| – | – | 0.01% | 145 |
|
|
2019
Q4 | $12K | Hold |
316
| – | – | 0.01% | 149 |
|
|
2019
Q3 | $11K | Hold |
316
| – | – | 0.01% | 149 |
|
|
2019
Q2 | $13K | Hold |
316
| – | – | 0.01% | 145 |
|
|
2019
Q1 | $12K | Hold |
316
| – | – | 0.01% | 136 |
|
|
2018
Q4 | $13K | Hold |
316
| – | – | 0.01% | 123 |
|
|
2018
Q3 | $13K | Hold |
316
| – | – | 0.01% | 135 |
|
|
2018
Q2 | $11K | Hold |
316
| – | – | 0.01% | 137 |
|
|
2018
Q1 | $11K | Hold |
316
| – | – | 0.01% | 143 |
|
|
2017
Q4 | $11K | Hold |
316
| – | – | 0.01% | 151 |
|
|
2017
Q3 | $11K | Sell |
316
-87
| -22% | -$2.8K | 0.01% | 149 |
|
|
2017
Q2 | $13K | Sell |
403
-130
| -24% | -$4.1K | 0.01% | 122 |
|
|
2017
Q1 | $17K | Buy |
533
+130
| +32% | +$4.1K | 0.01% | 107 |
|
|
2016
Q4 | $12K | Sell |
403
-78
| -16% | -$2.38K | 0.01% | 127 |
|
|
2016
Q3 | $15K | Hold |
481
| – | – | 0.01% | 119 |
|
|
2016
Q2 | $16K | Buy |
481
+87
| +22% | +$2.78K | 0.01% | 113 |
|
|
2016
Q1 | $11K | Hold |
394
| – | – | 0.01% | 126 |
|
|
2015
Q4 | $12K | Sell |
394
-380
| -49% | -$12K | 0.01% | 122 |
|
|
2015
Q3 | $23K | Buy |
774
+274
| +55% | +$8.79K | 0.02% | 81 |
|
|
2015
Q2 | $16K | Hold |
500
| – | – | 0.01% | 113 |
|
|
2015
Q1 | $16K | Buy |
500
+422
| +541% | +$13.4K | 0.01% | 113 |
|
|
2014
Q4 | $2K | Buy |
+78
| New | +$2.24K | ﹤0.01% | 181 |
|
Other funds holding PFE
