Nicolet Advisory 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
$1.01M Buy
42,802
+4,157
+11% +$97.6K 0.09% 119
2025
Q1
$834K Buy
38,645
+6,410
+20% +$138K 0.08% 136
2024
Q4
$861K Sell
32,235
-8,263
-20% -$221K 0.08% 133
2024
Q3
$1.15M Buy
40,498
+451
+1% +$12.8K 0.11% 103
2024
Q2
$1.14M Buy
40,047
+5,616
+16% +$159K 0.11% 95
2024
Q1
$922K Buy
34,431
+2,951
+9% +$79K 0.09% 107
2023
Q4
$928K Sell
31,480
-3,142
-9% -$92.6K 0.1% 101
2023
Q3
$1.15M Buy
34,622
+293
+0.9% +$9.76K 0.13% 88
2023
Q2
$1.22M Sell
34,329
-1,206
-3% -$43K 0.13% 80
2023
Q1
$1.47M Buy
35,535
+7,341
+26% +$305K 0.17% 70
2022
Q4
$1.34M Buy
28,194
+3,172
+13% +$151K 0.18% 62
2022
Q3
$1.05M Buy
25,022
+2,472
+11% +$103K 0.17% 55
2022
Q2
$1.21M Buy
22,550
+656
+3% +$35.1K 0.18% 54
2022
Q1
$1.21M Buy
21,894
+868
+4% +$47.9K 0.16% 58
2021
Q4
$1.24M Sell
21,026
-2,046
-9% -$121K 0.15% 57
2021
Q3
$994K Buy
23,072
+422
+2% +$18.2K 0.13% 67
2021
Q2
$887K Buy
22,650
+851
+4% +$33.3K 0.12% 71
2021
Q1
$790K Sell
21,799
-142
-0.6% -$5.15K 0.11% 69
2020
Q4
$808K Sell
21,941
-1,055
-5% -$38.9K 0.11% 70
2020
Q3
$801K Sell
22,996
-5,777
-20% -$201K 0.12% 71
2020
Q2
$893K Buy
28,773
+497
+2% +$15.4K 0.14% 77
2020
Q1
$876K Buy
28,276
+9,844
+53% +$305K 0.15% 78
2019
Q4
$685K Buy
18,432
+4,016
+28% +$149K 0.11% 81
2019
Q3
$491K Buy
14,416
+1,769
+14% +$60.3K 0.07% 97
2019
Q2
$520K Sell
12,647
-316
-2% -$13K 0.08% 84
2019
Q1
$522K Buy
+12,963
New +$522K 0.09% 80