McKinley Carter 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 | – | Sell |
-8,930
| Closed | -$226K | – | 311 |
|
|
2025
Q1 | $226K | Sell |
8,930
-962
| -10% | -$24.4K | 0.01% | 283 |
|
|
2024
Q4 | $262K | Sell |
9,892
-2,015
| -17% | -$53.5K | 0.02% | 257 |
|
|
2024
Q3 | $345K | Sell |
11,907
-339
| -3% | -$9.81K | 0.02% | 245 |
|
|
2024
Q2 | $343K | Sell |
12,246
-2,197
| -15% | -$61.5K | 0.02% | 242 |
|
|
2024
Q1 | $401K | Sell |
14,443
-427
| -3% | -$11.9K | 0.03% | 226 |
|
|
2023
Q4 | $428K | Sell |
14,870
-4,329
| -23% | -$125K | 0.03% | 216 |
|
|
2023
Q3 | $637K | Sell |
19,199
-44,548
| -70% | -$1.48M | 0.05% | 178 |
|
|
2023
Q2 | $2.34M | Buy |
63,747
+360
| +0.6% | +$13.2K | 0.18% | 98 |
|
|
2023
Q1 | $2.59M | Sell |
63,387
-774
| -1% | -$31.6K | 0.2% | 87 |
|
|
2022
Q4 | $3.29M | Buy |
64,161
+3,412
| +6% | +$175K | 0.28% | 75 |
|
|
2022
Q3 | $2.66M | Sell |
60,749
-3,643
| -6% | -$159K | 0.25% | 74 |
|
|
2022
Q2 | $3.38M | Buy |
64,392
+792
| +1% | +$41.5K | 0.3% | 67 |
|
|
2022
Q1 | $3.29M | Buy |
63,600
+1,983
| +3% | +$103K | 0.26% | 73 |
|
|
2021
Q4 | $3.64M | Sell |
61,617
-1,354
| -2% | -$79.9K | 0.27% | 73 |
|
|
2021
Q3 | $2.71M | Sell |
62,971
-344
| -0.5% | -$14.8K | 0.22% | 89 |
|
|
2021
Q2 | $2.48M | Buy |
63,315
+585
| +0.9% | +$22.9K | 0.21% | 91 |
|
|
2021
Q1 | $2.27M | Buy |
62,730
+2,705
| +5% | +$98K | 0.19% | 97 |
|
|
2020
Q4 | $2.21M | Buy |
60,025
+12,427
| +26% | +$458K | 0.29% | 83 |
|
|
2020
Q3 | $1.66M | Buy |
47,598
+2,192
| +5% | +$76.3K | 0.37% | 56 |
|
|
2020
Q2 | $1.41M | Buy |
45,406
+2,249
| +5% | +$69.8K | 0.35% | 60 |
|
|
2020
Q1 | $1.34M | Buy |
43,157
+3,503
| +9% | +$108K | 0.4% | 54 |
|
|
2019
Q4 | $1.47M | Buy |
39,654
+1,202
| +3% | +$44.7K | 0.34% | 64 |
|
|
2019
Q3 | $1.31M | Buy |
38,452
+1,887
| +5% | +$64.3K | 0.34% | 68 |
|
|
2019
Q2 | $1.5M | Buy |
36,565
+633
| +2% | +$26K | 0.4% | 57 |
|
|
2019
Q1 | $1.45M | Buy |
35,932
+2,079
| +6% | +$83.8K | 0.41% | 57 |
|
|
2018
Q4 | $1.4M | Buy |
33,853
+1,170
| +4% | +$48.5K | 0.46% | 58 |
|
|
2018
Q3 | $1.37M | Sell |
32,683
-420
| -1% | -$17.6K | 0.41% | 59 |
|
|
2018
Q2 | $1.14M | Buy |
33,103
+2,302
| +7% | +$79.2K | 0.37% | 63 |
|
|
2018
Q1 | $1.04M | Buy |
30,801
+4,538
| +17% | +$153K | 0.34% | 62 |
|
|
2017
Q4 | $902K | Sell |
26,263
-2,847
| -10% | -$97.8K | 0.31% | 67 |
|
|
2017
Q3 | $986K | Buy |
29,110
+150
| +0.5% | +$5.08K | 0.38% | 60 |
|
|
2017
Q2 | $923K | Sell |
28,960
-98
| -0.3% | -$3.12K | 0.41% | 56 |
|
|
2017
Q1 | $943K | Sell |
29,058
-711
| -2% | -$23.1K | 0.44% | 53 |
|
|
2016
Q4 | $917K | Buy |
29,769
+379
| +1% | +$11.7K | 0.46% | 55 |
|
|
2016
Q3 | $944K | Sell |
29,390
-335
| -1% | -$10.8K | 0.49% | 51 |
|
|
2016
Q2 | $993K | Sell |
29,725
-1,583
| -5% | -$52.9K | 0.52% | 51 |
|
|
2016
Q1 | $880K | Buy |
31,308
+540
| +2% | +$15.2K | 0.49% | 55 |
|
|
2015
Q4 | $942K | Sell |
30,768
-102
| -0.3% | -$3.12K | 0.54% | 52 |
|
|
2015
Q3 | $920K | Sell |
30,870
-865
| -3% | -$25.8K | 0.57% | 52 |
|
|
2015
Q2 | $1.01M | Sell |
31,735
-2,904
| -8% | -$92.4K | 0.55% | 56 |
|
|
2015
Q1 | $1.14M | Buy |
34,639
+3,049
| +10% | +$101K | 0.74% | 44 |
|
|
2014
Q4 | $934K | Sell |
31,590
-2,227
| -7% | -$65.8K | 0.73% | 44 |
|
|
2014
Q3 | $949K | Sell |
33,817
-3,314
| -9% | -$93K | 0.9% | 40 |
|
|
2014
Q2 | $1.05M | Sell |
37,131
-727
| -2% | -$20.5K | 1.1% | 35 |
|
|
2014
Q1 | $1.15M | Sell |
37,858
-35,729
| -49% | -$1.09M | 1.26% | 35 |
|
|
2013
Q4 | $2.14M | Sell |
73,587
-18,438
| -20% | -$536K | 2.08% | 10 |
|
|
2013
Q3 | $2.51M | Buy |
92,025
+4,859
| +6% | +$132K | 2.97% | 8 |
|
|
2013
Q2 | $2.32M | Buy |
+87,166
| New | +$2.32M | 3.5% | 7 |
|