PWMAG
Pinnacle Wealth Management Advisory Group’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
66,284
+693
| +1% | +$16.8K | 0.13% | 109 |
|
|
2025
Q1 | $1.66M | Buy |
65,591
+610
| +0.9% | +$15.5K | 0.16% | 104 |
|
|
2024
Q4 | $1.72M | Sell |
64,981
-22,623
| -26% | -$600K | 0.16% | 100 |
|
|
2024
Q3 | $2.54M | Sell |
87,604
-6,571
| -7% | -$190K | 0.24% | 84 |
|
|
2024
Q2 | $2.64M | Sell |
94,175
-4,101
| -4% | -$115K | 0.27% | 80 |
|
|
2024
Q1 | $2.73M | Sell |
98,276
-6,866
| -7% | -$191K | 0.29% | 77 |
|
|
2023
Q4 | $3.03M | Sell |
105,142
-17,831
| -14% | -$513K | 0.35% | 67 |
|
|
2023
Q3 | $4.08M | Buy |
122,973
+3,683
| +3% | +$122K | 0.53% | 46 |
|
|
2023
Q2 | $4.38M | Buy |
119,290
+15,937
| +15% | +$585K | 0.54% | 46 |
|
|
2023
Q1 | $4.22M | Sell |
103,353
-17,100
| -14% | -$698K | 0.57% | 45 |
|
|
2022
Q4 | $6.17M | Buy |
120,453
+10,757
| +10% | +$551K | 0.93% | 26 |
|
|
2022
Q3 | $4.8M | Sell |
109,696
-8,071
| -7% | -$353K | 0.8% | 30 |
|
|
2022
Q2 | $6.18M | Sell |
117,767
-2,176
| -2% | -$114K | 1% | 23 |
|
|
2022
Q1 | $6.21M | Buy |
119,943
+15,973
| +15% | +$827K | 0.89% | 24 |
|
|
2021
Q4 | $6.14M | Buy |
103,970
+22,236
| +27% | +$1.31M | 1% | 24 |
|
|
2021
Q3 | $3.52M | Buy |
81,734
+1,264
| +2% | +$54.4K | 0.82% | 30 |
|
|
2021
Q2 | $3.15M | Buy |
80,470
+10,340
| +15% | +$405K | 0.74% | 33 |
|
|
2021
Q1 | $2.54M | Buy |
70,130
+4,019
| +6% | +$146K | 0.71% | 34 |
|
|
2020
Q4 | $2.43M | Buy |
66,111
+4,687
| +8% | +$173K | 0.74% | 32 |
|
|
2020
Q3 | $2.25M | Buy |
61,424
+5,547
| +10% | +$204K | 0.78% | 30 |
|
|
2020
Q2 | $1.83M | Buy |
55,877
+10,118
| +22% | +$331K | 0.68% | 37 |
|
|
2020
Q1 | $1.49M | Buy |
45,759
+6,567
| +17% | +$214K | 0.73% | 35 |
|
|
2019
Q4 | $1.54M | Sell |
39,192
-3,691
| -9% | -$145K | 0.57% | 49 |
|
|
2019
Q3 | $1.54M | Buy |
42,883
+343
| +0.8% | +$12.3K | 0.65% | 44 |
|
|
2019
Q2 | $1.84M | Buy |
42,540
+2,592
| +6% | +$112K | 0.78% | 34 |
|
|
2019
Q1 | $1.7M | Buy |
39,948
+1,821
| +5% | +$77.4K | 0.77% | 36 |
|
|
2018
Q4 | $1.66M | Buy |
38,127
+79
| +0.2% | +$3.45K | 0.9% | 30 |
|
|
2018
Q3 | $1.68M | Buy |
38,048
+4,212
| +12% | +$186K | 0.83% | 32 |
|
|
2018
Q2 | $1.23M | Sell |
33,836
-2,039
| -6% | -$74K | 0.66% | 44 |
|
|
2018
Q1 | $1.27M | Sell |
35,875
-134
| -0.4% | -$4.76K | 0.72% | 41 |
|
|
2017
Q4 | $1.3M | Sell |
36,009
-1,069
| -3% | -$38.7K | 0.72% | 43 |
|
|
2017
Q3 | $1.32M | Sell |
37,078
-925
| -2% | -$33K | 0.77% | 37 |
|
|
2017
Q2 | $1.28M | Buy |
38,003
+2,422
| +7% | +$81.4K | 0.79% | 39 |
|
|
2017
Q1 | $1.22M | Sell |
35,581
-1,499
| -4% | -$51.3K | 0.84% | 38 |
|
|
2016
Q4 | $1.2M | Buy |
37,080
+3,808
| +11% | +$124K | 0.86% | 35 |
|
|
2016
Q3 | $1.13M | Sell |
33,272
-423
| -1% | -$14.3K | 0.85% | 34 |
|
|
2016
Q2 | $1.19M | Buy |
33,695
+1,350
| +4% | +$47.5K | 0.94% | 32 |
|
|
2016
Q1 | $959K | Buy |
32,345
+1,596
| +5% | +$47.3K | 0.85% | 43 |
|
|
2015
Q4 | $993K | Buy |
30,749
+805
| +3% | +$26K | 0.91% | 36 |
|
|
2015
Q3 | $941K | Buy |
29,944
+925
| +3% | +$29.1K | 0.91% | 36 |
|
|
2015
Q2 | $973K | Buy |
29,019
+490
| +2% | +$16.4K | 0.9% | 35 |
|
|
2015
Q1 | $993K | Buy |
28,529
+27
| +0.1% | +$940 | 0.89% | 36 |
|
|
2014
Q4 | $888K | Buy |
+28,502
| New | +$888K | 0.83% | 42 |
|