Pinnacle Wealth Planning Services’s Pfizer PFE Stock Holding History

Pinnacle Wealth Planning Services’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	$603K	Buy	24,875 +3,686	+17%	+$89.4K	0.08%	161
2025 Q1	$537K	Buy	21,189 +6,488	+44%	+$164K	0.08%	156
2024 Q4	$390K	Sell	14,701 -15,132	-51%	-$401K	0.06%	197
2024 Q3	$863K	Buy	29,833 +418	+1%	+$12.1K	0.12%	112
2024 Q2	$823K	Buy	29,415 +1,089	+4%	+$30.5K	0.12%	110
2024 Q1	$786K	Sell	28,326 -6,526	-19%	-$181K	0.12%	115
2023 Q4	$1M	Buy	34,852 +11,673	+50%	+$336K	0.16%	90
2023 Q3	$769K	Sell	23,179 -3,605	-13%	-$120K	0.13%	102
2023 Q2	$982K	Sell	26,784 -12,645	-32%	-$464K	0.16%	91
2023 Q1	$1.61M	Buy	39,429 +2,176	+6%	+$88.8K	0.27%	55
2022 Q4	$1.91M	Buy	37,253 +9,395	+34%	+$481K	0.34%	50
2022 Q3	$1.22M	Sell	27,858 -6,038	-18%	-$264K	0.23%	67
2022 Q2	$1.78M	Buy	33,896 +5,756	+20%	+$302K	0.32%	54
2022 Q1	$1.46M	Sell	28,140 -3,520	-11%	-$182K	0.27%	64
2021 Q4	$1.87M	Buy	31,660 +1,873	+6%	+$111K	0.37%	55
2021 Q3	$1.28M	Buy	29,787 +1,840	+7%	+$79.1K	0.28%	64
2021 Q2	$1.1M	Buy	27,947 +4,155	+17%	+$163K	0.25%	64
2021 Q1	$862K	Sell	23,792 -1,173	-5%	-$42.5K	0.22%	74
2020 Q4	$919K	Sell	24,965 -2,447	-9%	-$90.1K	0.22%	67
2020 Q3	$955K	Buy	27,412 +5,759	+27%	+$201K	0.32%	61
2020 Q2	$672K	Buy	21,653 +479	+2%	+$14.9K	0.22%	82
2020 Q1	$654K	Sell	21,174 -5,584	-21%	-$172K	0.31%	64
2019 Q4	$994K	Buy	26,758 +9,424	+54%	+$350K	0.47%	42
2019 Q3	$590K	Sell	17,334 -117	-0.7%	-$3.98K	0.32%	65
2019 Q2	$718K	Buy	17,451 +934	+6%	+$38.4K	0.43%	44
2019 Q1	$666K	Sell	16,517 -4,032	-20%	-$163K	0.45%	39
2018 Q4	$851K	Sell	20,549 -2,074	-9%	-$85.9K	0.54%	37
2018 Q3	$945K	Sell	22,623 -391	-2%	-$16.3K	0.86%	29
2018 Q2	$792K	Sell	23,014 -417	-2%	-$14.4K	0.77%	34
2018 Q1	$789K	Buy	23,431 +17,801	+316%	+$599K	0.81%	35
2017 Q4	$194K	Buy	+5,630	New	+$194K	0.4%	60