MGIA
Moneta Group Investment Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.34M | Sell |
220,363
-7,244
| -3% | -$176K | 0.06% | 133 |
|
|
2025
Q1 | $5.77M | Sell |
227,607
-3,905
| -2% | -$99K | 0.08% | 122 |
|
|
2024
Q4 | $6.14M | Buy |
231,512
+36,855
| +19% | +$978K | 0.09% | 114 |
|
|
2024
Q3 | $5.63M | Sell |
194,657
-7,927
| -4% | -$229K | 0.08% | 119 |
|
|
2024
Q2 | $5.67M | Sell |
202,584
-23,611
| -10% | -$661K | 0.09% | 115 |
|
|
2024
Q1 | $6.28M | Buy |
226,195
+26,165
| +13% | +$726K | 0.1% | 112 |
|
|
2023
Q4 | $5.76M | Sell |
200,030
-11,354
| -5% | -$327K | 0.11% | 99 |
|
|
2023
Q3 | $7.01M | Sell |
211,384
-5,145
| -2% | -$171K | 0.16% | 76 |
|
|
2023
Q2 | $7.94M | Buy |
216,529
+20,664
| +11% | +$758K | 0.18% | 76 |
|
|
2023
Q1 | $7.99M | Sell |
195,865
-32,560
| -14% | -$1.33M | 0.19% | 74 |
|
|
2022
Q4 | $10.1M | Buy |
228,425
+48,763
| +27% | +$2.15M | 0.28% | 62 |
|
|
2022
Q3 | $7.86M | Buy |
179,662
+8,634
| +5% | +$378K | 0.3% | 66 |
|
|
2022
Q2 | $8.97M | Buy |
171,028
+24,862
| +17% | +$1.3M | 0.31% | 69 |
|
|
2022
Q1 | $7.57M | Buy |
146,166
+2,576
| +2% | +$133K | 0.3% | 66 |
|
|
2021
Q4 | $8.48M | Sell |
143,590
-632
| -0.4% | -$37.3K | 0.34% | 58 |
|
|
2021
Q3 | $6.2M | Sell |
144,222
-9,200
| -6% | -$396K | 0.29% | 68 |
|
|
2021
Q2 | $6.01M | Buy |
153,422
+16,822
| +12% | +$659K | 0.28% | 76 |
|
|
2021
Q1 | $4.95M | Buy |
136,600
+41,843
| +44% | +$1.52M | 0.26% | 74 |
|
|
2020
Q4 | $3.49M | Buy |
94,757
+4,130
| +5% | +$152K | 0.25% | 71 |
|
|
2020
Q3 | $3.33M | Buy |
90,627
+75,306
| +492% | +$2.76M | 0.29% | 67 |
|
|
2020
Q2 | $501K | Buy |
15,321
+3,709
| +32% | +$121K | 0.05% | 160 |
|
|
2020
Q1 | $379K | Sell |
11,612
-3,779
| -25% | -$123K | 0.04% | 176 |
|
|
2019
Q4 | $603K | Sell |
15,391
-3,312
| -18% | -$130K | 0.05% | 154 |
|
|
2019
Q3 | $672K | Sell |
18,703
-44,616
| -70% | -$1.6M | 0.06% | 148 |
|
|
2019
Q2 | $2.74M | Sell |
63,319
-2,704
| -4% | -$117K | 0.27% | 65 |
|
|
2019
Q1 | $2.8M | Sell |
66,023
-9,029
| -12% | -$383K | 0.29% | 62 |
|
|
2018
Q4 | $3.28M | Buy |
75,052
+3,246
| +5% | +$142K | 0.39% | 46 |
|
|
2018
Q3 | $3.16M | Sell |
71,806
-6,732
| -9% | -$297K | 0.32% | 58 |
|
|
2018
Q2 | $2.85M | Buy |
78,538
+8,780
| +13% | +$318K | 0.32% | 51 |
|
|
2018
Q1 | $2.48M | Buy |
69,758
+7,970
| +13% | +$283K | 0.33% | 47 |
|
|
2017
Q4 | $2.24M | Sell |
61,788
-134
| -0.2% | -$4.85K | 0.34% | 41 |
|
|
2017
Q3 | $2.21M | Sell |
61,922
-10,050
| -14% | -$359K | 0.34% | 40 |
|
|
2017
Q2 | $2.42M | Buy |
71,972
+6,695
| +10% | +$225K | 0.39% | 43 |
|
|
2017
Q1 | $2.23M | Sell |
65,277
-2,082
| -3% | -$71.2K | 0.44% | 31 |
|
|
2016
Q4 | $2.19M | Buy |
67,359
+7,638
| +13% | +$248K | 0.45% | 30 |
|
|
2016
Q3 | $2.02M | Sell |
59,721
-17,025
| -22% | -$577K | 0.46% | 32 |
|
|
2016
Q2 | $2.7M | Buy |
76,746
+3,960
| +5% | +$139K | 0.59% | 29 |
|
|
2016
Q1 | $2.16M | Buy |
72,786
+17,349
| +31% | +$514K | 0.48% | 32 |
|
|
2015
Q4 | $1.79M | Sell |
55,437
-1,940
| -3% | -$62.6K | 0.44% | 33 |
|
|
2015
Q3 | $1.8M | Buy |
57,377
+12,395
| +28% | +$389K | 0.5% | 30 |
|
|
2015
Q2 | $1.51M | Buy |
44,982
+1,785
| +4% | +$59.8K | 0.46% | 29 |
|
|
2015
Q1 | $1.5M | Buy |
43,197
+480
| +1% | +$16.7K | 0.64% | 21 |
|
|
2014
Q4 | $1.33M | Sell |
42,717
-1,581
| -4% | -$49.3K | 0.64% | 22 |
|
|
2014
Q3 | $1.31M | Hold |
44,298
| – | – | 0.68% | 21 |
|
|
2014
Q2 | $1.32M | Buy |
44,298
+1,625
| +4% | +$48.2K | 0.71% | 21 |
|
|
2014
Q1 | $1.37M | Sell |
42,673
-105
| -0.2% | -$3.37K | 0.81% | 21 |
|
|
2013
Q4 | $1.31M | Sell |
42,778
-1,220
| -3% | -$37.4K | 0.79% | 21 |
|
|
2013
Q3 | $1.26M | Buy |
43,998
+1,607
| +4% | +$46.2K | 0.83% | 22 |
|
|
2013
Q2 | $1.19M | Buy |
+42,391
| New | +$1.19M | 0.84% | 25 |
|