Prospera Financial Services’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.35M | Buy |
179,393
+93,382
| +109% | +$2.26M | 0.08% | 256 |
|
2025
Q1 | $2.18M | Sell |
86,011
-13,303
| -13% | -$337K | 0.05% | 378 |
|
2024
Q4 | $2.64M | Sell |
99,314
-10,417
| -9% | -$276K | 0.06% | 312 |
|
2024
Q3 | $3.18M | Buy |
109,731
+1,169
| +1% | +$33.8K | 0.08% | 262 |
|
2024
Q2 | $3.04M | Buy |
108,562
+13,255
| +14% | +$371K | 0.08% | 255 |
|
2024
Q1 | $2.65M | Buy |
95,307
+12,345
| +15% | +$343K | 0.08% | 285 |
|
2023
Q4 | $2.39M | Sell |
82,962
-82,423
| -50% | -$2.37M | 0.08% | 280 |
|
2023
Q3 | $5.49M | Buy |
165,385
+7,990
| +5% | +$265K | 0.21% | 111 |
|
2023
Q2 | $5.77M | Buy |
157,395
+52,214
| +50% | +$1.92M | 0.22% | 111 |
|
2023
Q1 | $4.29M | Buy |
105,181
+13,546
| +15% | +$553K | 0.18% | 139 |
|
2022
Q4 | $4.7M | Sell |
91,635
-7,949
| -8% | -$407K | 0.24% | 104 |
|
2022
Q3 | $4.36M | Sell |
99,584
-20,915
| -17% | -$915K | 0.23% | 106 |
|
2022
Q2 | $6.32M | Buy |
120,499
+26,286
| +28% | +$1.38M | 0.32% | 63 |
|
2022
Q1 | $4.88M | Sell |
94,213
-44,313
| -32% | -$2.29M | 0.2% | 115 |
|
2021
Q4 | $8.18M | Buy |
138,526
+45,119
| +48% | +$2.66M | 0.35% | 55 |
|
2021
Q3 | $4.02M | Buy |
93,407
+9,466
| +11% | +$407K | 0.2% | 121 |
|
2021
Q2 | $3.29M | Buy |
83,941
+7,700
| +10% | +$302K | 0.16% | 161 |
|
2021
Q1 | $2.76M | Buy |
76,241
+7,626
| +11% | +$276K | 0.16% | 158 |
|
2020
Q4 | $2.53M | Buy |
68,615
+68,414
| +34,037% | +$2.52M | 0.17% | 143 |
|
2020
Q3 | $7K | Sell |
201
-54,073
| -100% | -$1.88M | ﹤0.01% | 1213 |
|
2020
Q2 | $1.68M | Buy |
54,274
+838
| +2% | +$26K | 0.15% | 176 |
|
2020
Q1 | $1.66M | Sell |
53,436
-1,197
| -2% | -$37.1K | 0.18% | 143 |
|
2019
Q4 | $2.03M | Buy |
54,633
+289
| +0.5% | +$10.7K | 0.16% | 161 |
|
2019
Q3 | $1.85M | Buy |
54,344
+880
| +2% | +$30K | 0.19% | 109 |
|
2019
Q2 | $2.21M | Buy |
+53,464
| New | +$2.21M | 0.25% | 86 |
|
2019
Q1 | – | Sell |
-45,830
| Closed | -$1.89M | – | 411 |
|
2018
Q4 | $1.89M | Buy |
45,830
+338
| +0.7% | +$13.9K | 0.38% | 55 |
|
2018
Q3 | $1.75M | Sell |
45,492
-1,289
| -3% | -$49.6K | 0.33% | 67 |
|
2018
Q2 | $1.62M | Sell |
46,781
-2,110
| -4% | -$73.2K | 0.22% | 98 |
|
2018
Q1 | $1.66M | Buy |
48,891
+9,684
| +25% | +$329K | 0.23% | 94 |
|
2017
Q4 | $1.36M | Buy |
39,207
+1,772
| +5% | +$61.5K | 0.21% | 107 |
|
2017
Q3 | $1.27M | Sell |
37,435
-1,351
| -3% | -$46K | 0.19% | 109 |
|
2017
Q2 | $1.23M | Sell |
38,786
-8,676
| -18% | -$274K | 0.2% | 106 |
|
2017
Q1 | $1.54M | Buy |
47,462
+4,973
| +12% | +$161K | 0.28% | 70 |
|
2016
Q4 | $1.34M | Buy |
42,489
+7,494
| +21% | +$235K | 0.26% | 69 |
|
2016
Q3 | $1.13M | Buy |
34,995
+7,691
| +28% | +$247K | 0.23% | 86 |
|
2016
Q2 | $912K | Buy |
27,304
+2,554
| +10% | +$85.3K | 0.19% | 103 |
|
2016
Q1 | $696K | Sell |
24,750
-138
| -0.6% | -$3.88K | 0.15% | 111 |
|
2015
Q4 | $762K | Sell |
24,888
-2,666
| -10% | -$81.6K | 0.17% | 92 |
|
2015
Q3 | $821K | Buy |
27,554
+11,180
| +68% | +$333K | 0.21% | 74 |
|
2015
Q2 | $521K | Sell |
16,374
-2,075
| -11% | -$66K | 0.12% | 128 |
|
2015
Q1 | $609K | Buy |
18,449
+5,291
| +40% | +$175K | 0.14% | 109 |
|
2014
Q4 | $389K | Buy |
13,158
+2,059
| +19% | +$60.9K | 0.1% | 170 |
|
2014
Q3 | $311K | Sell |
11,099
-410
| -4% | -$11.5K | 0.08% | 196 |
|
2014
Q2 | $324K | Sell |
11,509
-3,301
| -22% | -$92.9K | 0.09% | 187 |
|
2014
Q1 | $441K | Buy |
14,810
+870
| +6% | +$25.9K | 0.14% | 113 |
|
2013
Q4 | $405K | Sell |
13,940
-11,866
| -46% | -$345K | 0.14% | 123 |
|
2013
Q3 | $707K | Buy |
25,806
+901
| +4% | +$24.7K | 0.27% | 81 |
|
2013
Q2 | $656K | Buy |
+24,905
| New | +$656K | 0.3% | 83 |
|