Next Financial Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $7M | Buy |
118,494
+23,219
| +24% | +$1.15M | 0.46% | 37 |
|
|
2021
Q3 | $4.1M | Buy |
95,275
+4,849
| +5% | +$215K | 0.32% | 61 |
|
|
2021
Q2 | $3.54M | Buy |
90,426
+6,674
| +8% | +$260K | 0.28% | 72 |
|
|
2021
Q1 | $3.03M | Buy |
83,752
+10,921
| +15% | +$388K | 0.27% | 82 |
|
|
2020
Q4 | $2.68M | Sell |
72,831
-16,934
| -19% | -$621K | 0.26% | 91 |
|
|
2020
Q3 | $3.13M | Buy |
89,765
+21,796
| +32% | +$764K | 0.34% | 70 |
|
|
2020
Q2 | $2.11M | Buy |
67,969
+908
| +1% | +$30.8K | 0.25% | 105 |
|
|
2020
Q1 | $2.08M | Sell |
67,061
-8,108
| -11% | -$276K | 0.27% | 86 |
|
|
2019
Q4 | $2.79M | Sell |
75,169
-1,356
| -2% | -$48.3K | 0.29% | 79 |
|
|
2019
Q3 | $2.61M | Sell |
76,525
-6,001
| -7% | -$218K | 0.28% | 77 |
|
|
2019
Q2 | $3.39M | Buy |
82,526
+67,343
| +444% | +$2.67M | 0.36% | 53 |
|
|
2019
Q1 | $612K | Sell |
15,183
-18,276
| -55% | -$732K | 0.16% | 88 |
|
|
2018
Q4 | $1.39M | Buy |
33,459
+13,698
| +69% | +$569K | 0.29% | 86 |
|
|
2018
Q3 | $826K | Sell |
19,761
-8,969
| -31% | -$345K | 0.38% | 50 |
|
|
2018
Q2 | $989K | Sell |
28,730
-20,321
| -41% | -$694K | 0.38% | 69 |
|
|
2018
Q1 | $1.65M | Buy |
49,051
+18,009
| +58% | +$619K | 0.35% | 78 |
|
|
2017
Q4 | $1.07M | Sell |
31,042
-30,341
| -49% | -$1.03M | 0.46% | 64 |
|
|
2017
Q3 | $2.12M | Sell |
61,383
-14,916
| -20% | -$479K | 0.59% | 33 |
|
|
2017
Q2 | $2.43M | Buy |
76,299
+947
| +1% | +$29.9K | 0.59% | 30 |
|
|
2017
Q1 | $2.42M | Sell |
75,352
-43,384
| -37% | -$1.37M | 0.67% | 27 |
|
|
2016
Q4 | $3.66M | Sell |
118,736
-1,505
| -1% | -$45.9K | 0.64% | 24 |
|
|
2016
Q3 | $3.86M | Buy |
120,241
+50,138
| +72% | +$1.68M | 0.7% | 22 |
|
|
2016
Q2 | $2.34M | Buy |
70,103
+5,112
| +8% | +$163K | 0.74% | 21 |
|
|
2016
Q1 | $1.83M | Buy |
64,991
+2,864
| +5% | +$81.8K | 0.64% | 30 |
|
|
2015
Q4 | $1.9M | Sell |
62,127
-1,282
| -2% | -$40.3K | 0.71% | 21 |
|
|
2015
Q3 | $1.89M | Buy |
63,409
+870
| +1% | +$27.9K | 0.68% | 22 |
|
|
2015
Q2 | $1.99M | Sell |
62,539
-447
| -0.7% | -$14.6K | 0.69% | 19 |
|
|
2015
Q1 | $2.08M | Sell |
62,986
-2,010
| -3% | -$63.9K | 0.67% | 25 |
|
|
2014
Q4 | $1.92M | Sell |
64,996
-30,748
| -32% | -$882K | 0.64% | 28 |
|
|
2014
Q3 | $2.69M | Buy |
95,744
+95,604
| +68,289% | +$2.68M | 0.53% | 24 |
|
|
2014
Q2 | $4K | Buy |
+140
| New | +$3.99K | ﹤0.01% | 986 |
|
Other funds holding PFE
Next Financial Group's PFE Position: Q4 2021 in Review
Next Financial Group increased its Pfizer (PFE) stake by 24% in Q4 2021, buying an estimated $1.15M and bringing the position to 118,494 shares worth $7M. The position accounts for 0.46% of the portfolio, ranked #37.
Next Financial Group first reported a position in PFE in Q2 2014 and has held it in 31 quarters since. 3,262 funds tracked by Wall St. Rank hold PFE as of Q4 2021.
- Next Financial Group held 118,494 shares of Pfizer worth $7M as of Q4 2021.
- Next Financial Group bought 23,219 Pfizer shares in Q4 2021, an estimated $1.15M.
- Pfizer made up 0.46% of Next Financial Group's portfolio in Q4 2021, its #37 holding.
- Next Financial Group first reported a position in Pfizer in Q2 2014 and has held it in 31 quarters since.
- 3,262 funds tracked by Wall St. Rank held Pfizer as of Q4 2021.
Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.