Patriot Financial Group Insurance Agency’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
42,620
+3,346
| +9% | +$81.1K | 0.12% | 202 |
|
|
2025
Q1 | $995K | Buy |
39,274
+568
| +1% | +$14.4K | 0.13% | 192 |
|
|
2024
Q4 | $1.03M | Buy |
38,706
+391
| +1% | +$10.4K | 0.14% | 175 |
|
|
2024
Q3 | $1.11M | Sell |
38,315
-885
| -2% | -$25.6K | 0.15% | 164 |
|
|
2024
Q2 | $1.1M | Buy |
39,200
+596
| +2% | +$16.7K | 0.16% | 145 |
|
|
2024
Q1 | $1.07M | Buy |
38,604
+1,696
| +5% | +$47.1K | 0.17% | 136 |
|
|
2023
Q4 | $1.06M | Buy |
36,908
+10,573
| +40% | +$304K | 0.2% | 125 |
|
|
2023
Q3 | $874K | Buy |
26,335
+3,686
| +16% | +$122K | 0.18% | 150 |
|
|
2023
Q2 | $831K | Buy |
22,649
+2,066
| +10% | +$75.8K | 0.16% | 160 |
|
|
2023
Q1 | $840K | Buy |
20,583
+1,005
| +5% | +$41K | 0.17% | 142 |
|
|
2022
Q4 | $1M | Buy |
19,578
+2,048
| +12% | +$105K | 0.13% | 106 |
|
|
2022
Q3 | $767K | Sell |
17,530
-1,412
| -7% | -$61.8K | 0.19% | 135 |
|
|
2022
Q2 | $993K | Buy |
18,942
+547
| +3% | +$28.7K | 0.2% | 107 |
|
|
2022
Q1 | $952K | Sell |
18,395
-9,364
| -34% | -$485K | 0.17% | 129 |
|
|
2021
Q4 | $1.64M | Sell |
27,759
-10,413
| -27% | -$615K | 0.27% | 78 |
|
|
2021
Q3 | $1.64M | Buy |
38,172
+3,153
| +9% | +$136K | 0.29% | 71 |
|
|
2021
Q2 | $1.37M | Buy |
35,019
+4,230
| +14% | +$166K | 0.25% | 92 |
|
|
2021
Q1 | $1.12M | Sell |
30,789
-1,206
| -4% | -$43.7K | 0.26% | 92 |
|
|
2020
Q4 | $1.18M | Buy |
31,995
+14,958
| +88% | +$551K | 0.3% | 72 |
|
|
2020
Q3 | $593K | Buy |
17,037
+485
| +3% | +$16.9K | 0.19% | 111 |
|
|
2020
Q2 | $514K | Buy |
16,552
+2,892
| +21% | +$89.8K | 0.2% | 116 |
|
|
2020
Q1 | $423K | Buy |
13,660
+1,589
| +13% | +$49.2K | 0.19% | 108 |
|
|
2019
Q4 | $449K | Sell |
12,071
-1,442
| -11% | -$53.6K | 0.17% | 123 |
|
|
2019
Q3 | $461K | Sell |
13,513
-2,094
| -13% | -$71.4K | 0.21% | 98 |
|
|
2019
Q2 | $655K | Buy |
15,607
+523
| +3% | +$21.9K | 0.28% | 59 |
|
|
2019
Q1 | $608K | Buy |
15,084
+5,566
| +58% | +$224K | 0.31% | 55 |
|
|
2018
Q4 | $394K | Buy |
9,518
+3,475
| +58% | +$144K | 0.26% | 63 |
|
|
2018
Q3 | $253K | Buy |
6,043
+4,099
| +211% | +$172K | 0.15% | 98 |
|
|
2018
Q2 | $67K | Sell |
1,944
-8,597
| -82% | -$296K | 0.07% | 158 |
|
|
2018
Q1 | $351K | Sell |
10,541
-77
| -0.7% | -$2.56K | 0.26% | 83 |
|
|
2017
Q4 | $366K | Sell |
10,618
-2,117
| -17% | -$73K | 0.27% | 79 |
|
|
2017
Q3 | $437K | Sell |
12,735
-121
| -0.9% | -$4.15K | 0.39% | 55 |
|
|
2017
Q2 | $407K | Sell |
12,856
-31
| -0.2% | -$981 | 0.42% | 49 |
|
|
2017
Q1 | $418K | Buy |
12,887
+780
| +6% | +$25.3K | 0.44% | 42 |
|
|
2016
Q4 | $365K | Buy |
+12,107
| New | +$365K | 0.5% | 37 |
|