Mission Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
53,812
+31
| +0.1% | +$751 | 0.03% | 266 |
|
|
2025
Q1 | $1.36M | Sell |
53,781
-14,353
| -21% | -$364K | 0.03% | 230 |
|
|
2024
Q4 | $1.81M | Sell |
68,134
-3,368
| -5% | -$89.4K | 0.04% | 187 |
|
|
2024
Q3 | $2.07M | Buy |
71,502
+4,227
| +6% | +$122K | 0.05% | 167 |
|
|
2024
Q2 | $1.88M | Sell |
67,275
-6,619
| -9% | -$185K | 0.05% | 170 |
|
|
2024
Q1 | $2.05M | Buy |
73,894
+2,004
| +3% | +$55.6K | 0.05% | 171 |
|
|
2023
Q4 | $2.07M | Sell |
71,890
-12,673
| -15% | -$365K | 0.07% | 141 |
|
|
2023
Q3 | $2.8M | Sell |
84,563
-9,877
| -10% | -$328K | 0.1% | 101 |
|
|
2023
Q2 | $3.46M | Buy |
94,440
+976
| +1% | +$35.8K | 0.13% | 83 |
|
|
2023
Q1 | $3.81M | Sell |
93,464
-1,102
| -1% | -$45K | 0.16% | 79 |
|
|
2022
Q4 | $4.85M | Buy |
94,566
+10,494
| +12% | +$538K | 0.23% | 57 |
|
|
2022
Q3 | $3.68M | Buy |
84,072
+3,196
| +4% | +$140K | 0.19% | 66 |
|
|
2022
Q2 | $4.24M | Buy |
80,876
+1,916
| +2% | +$100K | 0.22% | 58 |
|
|
2022
Q1 | $4.09M | Buy |
78,960
+5,424
| +7% | +$281K | 0.19% | 68 |
|
|
2021
Q4 | $4.34M | Sell |
73,536
-73
| -0.1% | -$4.31K | 0.2% | 63 |
|
|
2021
Q3 | $3.17M | Sell |
73,609
-7,827
| -10% | -$337K | 0.16% | 72 |
|
|
2021
Q2 | $3.19M | Buy |
81,436
+2,038
| +3% | +$79.8K | 0.17% | 70 |
|
|
2021
Q1 | $2.88M | Buy |
79,398
+7,512
| +10% | +$272K | 0.17% | 69 |
|
|
2020
Q4 | $2.65M | Sell |
71,886
-6,389
| -8% | -$235K | 0.17% | 71 |
|
|
2020
Q3 | $2.73M | Buy |
78,275
+4,688
| +6% | +$163K | 0.2% | 60 |
|
|
2020
Q2 | $2.28M | Buy |
73,587
+7,939
| +12% | +$246K | 0.2% | 65 |
|
|
2020
Q1 | $2.03M | Sell |
65,648
-6,988
| -10% | -$216K | 0.22% | 62 |
|
|
2019
Q4 | $2.7M | Buy |
72,636
+2,074
| +3% | +$77.1K | 0.26% | 56 |
|
|
2019
Q3 | $2.41M | Buy |
70,562
+4,099
| +6% | +$140K | 0.26% | 58 |
|
|
2019
Q2 | $2.73M | Sell |
66,463
-718
| -1% | -$29.5K | 0.31% | 49 |
|
|
2019
Q1 | $2.71M | Buy |
67,181
+6,005
| +10% | +$242K | 0.31% | 47 |
|
|
2018
Q4 | $2.53M | Sell |
61,176
-750
| -1% | -$31.1K | 0.33% | 44 |
|
|
2018
Q3 | $2.59M | Sell |
61,926
-5,979
| -9% | -$250K | 0.34% | 43 |
|
|
2018
Q2 | $2.34M | Buy |
67,905
+7,117
| +12% | +$245K | 0.34% | 42 |
|
|
2018
Q1 | $2.05M | Sell |
60,788
-4,951
| -8% | -$167K | 0.33% | 40 |
|
|
2017
Q4 | $2.26M | Buy |
65,739
+29,130
| +80% | +$1M | 0.39% | 39 |
|
|
2017
Q3 | $1.24M | Buy |
36,609
+1,541
| +4% | +$52.2K | 0.23% | 50 |
|
|
2017
Q2 | $1.12M | Buy |
35,068
+506
| +1% | +$16.1K | 0.21% | 57 |
|
|
2017
Q1 | $1.12M | Sell |
34,562
-2,115
| -6% | -$68.7K | 0.22% | 54 |
|
|
2016
Q4 | $1.13M | Buy |
36,677
+742
| +2% | +$22.9K | 0.22% | 50 |
|
|
2016
Q3 | $1.16M | Sell |
35,935
-2,616
| -7% | -$84.1K | 0.28% | 43 |
|
|
2016
Q2 | $1.29M | Sell |
38,551
-339
| -0.9% | -$11.3K | 0.34% | 32 |
|
|
2016
Q1 | $1.09M | Sell |
38,890
-920
| -2% | -$25.9K | 0.29% | 40 |
|
|
2015
Q4 | $1.22M | Buy |
39,810
+2,693
| +7% | +$82.5K | 0.34% | 31 |
|
|
2015
Q3 | $1.11M | Buy |
37,117
+4,245
| +13% | +$126K | 0.33% | 30 |
|
|
2015
Q2 | $1.09M | Buy |
+32,872
| New | +$1.09M | 0.37% | 35 |
|