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 |
|