ProVise Management Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
132,881
+18,724
| +16% | +$454K | 0.25% | 84 |
|
|
2025
Q1 | $2.89M | Buy |
114,157
+7,327
| +7% | +$186K | 0.25% | 85 |
|
|
2024
Q4 | $2.83M | Sell |
106,830
-23,582
| -18% | -$626K | 0.24% | 89 |
|
|
2024
Q3 | $3.77M | Buy |
130,412
+1,486
| +1% | +$43K | 0.3% | 87 |
|
|
2024
Q2 | $3.61M | Buy |
128,926
+2,131
| +2% | +$59.6K | 0.31% | 85 |
|
|
2024
Q1 | $3.52M | Sell |
126,795
-3,684
| -3% | -$102K | 0.3% | 86 |
|
|
2023
Q4 | $3.76M | Sell |
130,479
-5,116
| -4% | -$147K | 0.32% | 88 |
|
|
2023
Q3 | $4.5M | Buy |
135,595
+3,827
| +3% | +$127K | 0.42% | 70 |
|
|
2023
Q2 | $4.83M | Buy |
131,768
+3,134
| +2% | +$115K | 0.44% | 67 |
|
|
2023
Q1 | $5.25M | Sell |
128,634
-112,056
| -47% | -$4.57M | 0.5% | 63 |
|
|
2022
Q4 | $12.3M | Sell |
240,690
-6,330
| -3% | -$324K | 1.25% | 23 |
|
|
2022
Q3 | $10.8M | Buy |
247,020
+3,045
| +1% | +$133K | 1.21% | 19 |
|
|
2022
Q2 | $12.8M | Buy |
243,975
+2,579
| +1% | +$135K | 1.36% | 17 |
|
|
2022
Q1 | $12.5M | Buy |
241,396
+2,204
| +0.9% | +$114K | 1.18% | 19 |
|
|
2021
Q4 | $14.1M | Buy |
239,192
+694
| +0.3% | +$41K | 1.28% | 15 |
|
|
2021
Q3 | $10.3M | Buy |
238,498
+4,477
| +2% | +$193K | 1.01% | 20 |
|
|
2021
Q2 | $9.16M | Buy |
234,021
+4,566
| +2% | +$179K | 0.93% | 21 |
|
|
2021
Q1 | $8.31M | Buy |
229,455
+2,423
| +1% | +$87.8K | 0.9% | 23 |
|
|
2020
Q4 | $8.36M | Sell |
227,032
-8,485
| -4% | -$312K | 0.96% | 22 |
|
|
2020
Q3 | $8.2M | Sell |
235,517
-213
| -0.1% | -$7.42K | 1.1% | 19 |
|
|
2020
Q2 | $7.31M | Sell |
235,730
-7,350
| -3% | -$228K | 1.05% | 21 |
|
|
2020
Q1 | $7.53M | Sell |
243,080
-3,304
| -1% | -$102K | 1.26% | 16 |
|
|
2019
Q4 | $9.16M | Buy |
246,384
+2,624
| +1% | +$97.5K | 1.13% | 22 |
|
|
2019
Q3 | $8.31M | Buy |
243,760
+1,875
| +0.8% | +$63.9K | 1.1% | 21 |
|
|
2019
Q2 | $9.94M | Buy |
241,885
+5,628
| +2% | +$231K | 1.33% | 14 |
|
|
2019
Q1 | $9.52M | Sell |
236,257
-7,644
| -3% | -$308K | 1.34% | 14 |
|
|
2018
Q4 | $10.1M | Sell |
243,901
-9,199
| -4% | -$381K | 1.6% | 12 |
|
|
2018
Q3 | $10.6M | Sell |
253,100
-3,621
| -1% | -$151K | 1.39% | 13 |
|
|
2018
Q2 | $23.3K | Buy |
256,721
+1,144
| +0.4% | +$104 | 1.76% | 9 |
|
|
2018
Q1 | $8.61M | Sell |
255,577
-2,653
| -1% | -$89.3K | 1.27% | 17 |
|
|
2017
Q4 | $8.87M | Sell |
258,230
-10,510
| -4% | -$361K | 1.27% | 18 |
|
|
2017
Q3 | $9.1M | Buy |
268,740
+11,484
| +4% | +$389K | 1.32% | 15 |
|
|
2017
Q2 | $8.2M | Buy |
257,256
+14,351
| +6% | +$457K | 1.24% | 17 |
|
|
2017
Q1 | $7.88M | Buy |
242,905
+6,431
| +3% | +$209K | 1.27% | 13 |
|
|
2016
Q4 | $7.29M | Buy |
236,474
+6,941
| +3% | +$214K | 1.24% | 14 |
|
|
2016
Q3 | $7.38M | Buy |
229,533
+32,229
| +16% | +$1.04M | 1.28% | 13 |
|
|
2016
Q2 | $6.59M | Buy |
197,304
+54,794
| +38% | +$1.83M | 1.21% | 13 |
|
|
2016
Q1 | $4.01M | Buy |
142,510
+12,901
| +10% | +$363K | 0.82% | 32 |
|
|
2015
Q4 | $3.97M | Buy |
129,609
+780
| +0.6% | +$23.9K | 0.83% | 28 |
|
|
2015
Q3 | $3.84M | Sell |
128,829
-275
| -0.2% | -$8.2K | 0.89% | 27 |
|
|
2015
Q2 | $4.11M | Buy |
129,104
+2,344
| +2% | +$74.6K | 0.87% | 28 |
|
|
2015
Q1 | $4.18M | Sell |
126,760
-368
| -0.3% | -$12.1K | 0.89% | 25 |
|
|
2014
Q4 | $3.76M | Sell |
127,128
-1,643
| -1% | -$48.6K | 0.81% | 31 |
|
|
2014
Q3 | $3.61M | Sell |
128,771
-10,610
| -8% | -$298K | 0.78% | 30 |
|
|
2014
Q2 | $3.92M | Sell |
139,381
-710
| -0.5% | -$20K | 0.85% | 29 |
|
|
2014
Q1 | $4.27M | Buy |
140,091
+4,263
| +3% | +$130K | 1.03% | 21 |
|
|
2013
Q4 | $3.95M | Sell |
135,828
-15,002
| -10% | -$436K | 1.02% | 15 |
|
|
2013
Q3 | $4.11M | Sell |
150,830
-3,976
| -3% | -$108K | 1.16% | 11 |
|
|
2013
Q2 | $4.11M | Buy |
+154,806
| New | +$4.11M | 1.21% | 10 |
|