Pin Oak Investment Advisors’s Pfizer PFE Stock Holding History

Pin Oak Investment Advisors’s Portfolio PFE Stock Details PFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$668K	Sell	26,372 -906	-3%	-$22.9K	0.57%	38
2025 Q1	$691K	Sell	27,278 -1,704	-6%	-$43.2K	0.53%	40
2024 Q4	$839K	Hold	28,982	–	–	0.76%	28
2024 Q3	$838K	Buy	28,982 +143	+0.5%	+$4.14K	0.76%	28
2024 Q2	$807K	Sell	28,839 -165	-0.6%	-$4.62K	0.77%	28
2024 Q1	$805K	Sell	29,004 -540	-2%	-$15K	0.77%	30
2023 Q4	$851K	Sell	29,544 -4,200	-12%	-$121K	0.86%	26
2023 Q3	$1.12M	Buy	33,744 +9,050	+37%	+$300K	1.26%	16
2023 Q2	$906K	Sell	24,694 -470	-2%	-$17.2K	1%	23
2023 Q1	$1.03M	Buy	25,164 +895	+4%	+$36.5K	1.27%	18
2022 Q4	$1.24M	Sell	24,269 -175	-0.7%	-$8.97K	1.53%	16
2022 Q3	$1.07M	Hold	24,444	–	–	1.34%	18
2022 Q2	$1.28M	Sell	24,444 -778	-3%	-$40.8K	1.57%	14
2022 Q1	$1.31M	Sell	25,222 -1,075	-4%	-$55.7K	1.4%	17
2021 Q4	$1.55M	Sell	26,297 -13,768	-34%	-$813K	1.57%	20
2021 Q3	$1.72M	Sell	40,065 -175	-0.4%	-$7.53K	1.9%	17
2021 Q2	$1.58M	Sell	40,240 -850	-2%	-$33.3K	1.6%	19
2021 Q1	$1.49M	Sell	41,090 -296	-0.7%	-$10.7K	1.27%	29
2020 Q4	$1.52M	Sell	41,386 -2,190	-5%	-$80.6K	1.25%	27
2020 Q3	$1.52M	Sell	43,576 -4,811	-10%	-$167K	1.46%	20
2020 Q2	$1.5M	Sell	48,387 -3,106	-6%	-$96.4K	1.39%	24
2020 Q1	$1.6M	Sell	51,493 -6,968	-12%	-$216K	1.67%	14
2019 Q4	$2.17M	Sell	58,461 -2,767	-5%	-$103K	1.75%	17
2019 Q3	$2.09M	Buy	61,228 +48	+0.1%	+$1.64K	1.71%	15
2019 Q2	$2.52M	Sell	61,180 -2,267	-4%	-$93.2K	1.96%	10
2019 Q1	$2.56M	Sell	63,447 -1,909	-3%	-$76.9K	2.05%	10
2018 Q4	$2.71M	Sell	65,356 -2,453	-4%	-$102K	2.4%	5
2018 Q3	$2.84M	Sell	67,809 -4,713	-6%	-$197K	2.13%	9
2018 Q2	$2.5M	Sell	72,522 -4,602	-6%	-$158K	1.83%	15
2018 Q1	$2.6M	Sell	77,124 -1,518	-2%	-$51.1K	2.1%	10
2017 Q4	$2.7M	Buy	+78,642	New	+$2.7M	2.07%	8