Optimum Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Sell |
21,364
-750
| -3% | -$18.2K | 0.22% | 91 |
|
|
2025
Q1 | $560K | Sell |
22,114
-100
| -0.5% | -$2.53K | 0.26% | 79 |
|
|
2024
Q4 | $589K | Hold |
22,214
| – | – | 0.26% | 78 |
|
|
2024
Q3 | $643K | Buy |
22,214
+1,000
| +5% | +$28.9K | 0.28% | 81 |
|
|
2024
Q2 | $594K | Buy |
21,214
+9,956
| +88% | +$279K | 0.27% | 83 |
|
|
2024
Q1 | $312K | Sell |
11,258
-3,100
| -22% | -$86K | 0.14% | 150 |
|
|
2023
Q4 | $413K | Sell |
14,358
-2,028
| -12% | -$58.4K | 0.21% | 107 |
|
|
2023
Q3 | $544K | Buy |
16,386
+3
| +0% | +$100 | 0.28% | 87 |
|
|
2023
Q2 | $601K | Buy |
16,383
+1,925
| +13% | +$70.6K | 0.29% | 83 |
|
|
2023
Q1 | $590K | Sell |
14,458
-2,686
| -16% | -$110K | 0.31% | 78 |
|
|
2022
Q4 | $878K | Sell |
17,144
-1,465
| -8% | -$75.1K | 0.48% | 53 |
|
|
2022
Q3 | $814K | Sell |
18,609
-203
| -1% | -$8.88K | 0.44% | 57 |
|
|
2022
Q2 | $986K | Sell |
18,812
-112
| -0.6% | -$5.87K | 0.49% | 49 |
|
|
2022
Q1 | $980K | Sell |
18,924
-1,319
| -7% | -$68.3K | 0.41% | 54 |
|
|
2021
Q4 | $1.2M | Sell |
20,243
-200
| -1% | -$11.8K | 0.47% | 44 |
|
|
2021
Q3 | $879K | Sell |
20,443
-3,069
| -13% | -$132K | 0.37% | 57 |
|
|
2021
Q2 | $921K | Sell |
23,512
-2,300
| -9% | -$90.1K | 0.29% | 76 |
|
|
2021
Q1 | $935K | Buy |
25,812
+100
| +0.4% | +$3.62K | 0.27% | 83 |
|
|
2020
Q4 | $946K | Buy |
25,712
+34
| +0.1% | +$1.25K | 0.29% | 80 |
|
|
2020
Q3 | $894K | Sell |
25,678
-5,217
| -17% | -$182K | 0.3% | 77 |
|
|
2020
Q2 | $959K | Sell |
30,895
-1,012
| -3% | -$31.4K | 0.33% | 70 |
|
|
2020
Q1 | $988K | Sell |
31,907
-2,175
| -6% | -$67.3K | 0.41% | 59 |
|
|
2019
Q4 | $1.27M | Sell |
34,082
-658
| -2% | -$24.5K | 0.38% | 63 |
|
|
2019
Q3 | $1.18M | Buy |
34,740
+2,907
| +9% | +$99.1K | 0.37% | 67 |
|
|
2019
Q2 | $1.31M | Sell |
31,833
-55
| -0.2% | -$2.26K | 0.42% | 58 |
|
|
2019
Q1 | $1.29M | Sell |
31,888
-588
| -2% | -$23.7K | 0.42% | 59 |
|
|
2018
Q4 | $1.35M | Sell |
32,476
-1,939
| -6% | -$80.3K | 0.46% | 52 |
|
|
2018
Q3 | $1.44M | Sell |
34,415
-821
| -2% | -$34.3K | 0.4% | 62 |
|
|
2018
Q2 | $1.21M | Sell |
35,236
-1,386
| -4% | -$47.7K | 0.35% | 74 |
|
|
2018
Q1 | $1.23M | Buy |
36,622
+1,376
| +4% | +$46.3K | 0.36% | 72 |
|
|
2017
Q4 | $1.21M | Buy |
35,246
+428
| +1% | +$14.7K | 0.39% | 71 |
|
|
2017
Q3 | $1.18M | Buy |
34,818
+649
| +2% | +$22K | 0.39% | 71 |
|
|
2017
Q2 | $1.09M | Buy |
34,169
+1,438
| +4% | +$45.8K | 0.38% | 78 |
|
|
2017
Q1 | $1.06M | Buy |
32,731
+1,271
| +4% | +$41.2K | 0.38% | 78 |
|
|
2016
Q4 | $969K | Sell |
31,460
-2,552
| -8% | -$78.6K | 0.36% | 79 |
|
|
2016
Q3 | $1.09M | Buy |
34,012
+30
| +0.1% | +$964 | 0.41% | 68 |
|
|
2016
Q2 | $1.14M | Buy |
33,982
+3,654
| +12% | +$122K | 0.44% | 62 |
|
|
2016
Q1 | $853K | Sell |
30,328
-6,177
| -17% | -$174K | 0.34% | 88 |
|
|
2015
Q4 | $1.12M | Buy |
36,505
+1,015
| +3% | +$31.1K | 0.43% | 66 |
|
|
2015
Q3 | $1.06M | Buy |
+35,490
| New | +$1.06M | 0.43% | 66 |
|
|
2015
Q1 | $1.18M | Sell |
35,668
-777
| -2% | -$25.6K | 0.37% | 70 |
|
|
2014
Q4 | $1.08M | Sell |
36,445
-2,095
| -5% | -$61.9K | 0.35% | 77 |
|
|
2014
Q3 | $1.09M | Buy |
38,540
+427
| +1% | +$12K | 0.36% | 72 |
|
|
2014
Q2 | $1.07M | Buy |
38,113
+4,576
| +14% | +$129K | 0.35% | 72 |
|
|
2014
Q1 | $1.02M | Buy |
33,537
+1,416
| +4% | +$43.2K | 0.38% | 70 |
|
|
2013
Q4 | $933K | Buy |
32,121
+384
| +1% | +$11.2K | 0.35% | 76 |
|
|
2013
Q3 | $865K | Buy |
+31,737
| New | +$865K | 0.35% | 79 |
|