Regal Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.6M | Buy |
313,582
+25,007
| +9% | +$606K | 0.57% | 43 |
|
|
2025
Q1 | $7.31M | Sell |
288,575
-26,350
| -8% | -$668K | 0.59% | 41 |
|
|
2024
Q4 | $8.35M | Sell |
314,925
-4,307
| -1% | -$114K | 0.63% | 39 |
|
|
2024
Q3 | $9.24M | Buy |
319,232
+36,834
| +13% | +$1.07M | 0.65% | 32 |
|
|
2024
Q2 | $7.9M | Buy |
282,398
+19,091
| +7% | +$534K | 0.52% | 46 |
|
|
2024
Q1 | $7.31M | Buy |
263,307
+58,142
| +28% | +$1.61M | 0.5% | 48 |
|
|
2023
Q4 | $5.91M | Sell |
205,165
-6,846
| -3% | -$197K | 0.45% | 63 |
|
|
2023
Q3 | $7.03M | Sell |
212,011
-398
| -0.2% | -$13.2K | 0.59% | 39 |
|
|
2023
Q2 | $7.79M | Buy |
212,409
+9,069
| +4% | +$333K | 0.65% | 36 |
|
|
2023
Q1 | $8.3M | Buy |
203,340
+11,428
| +6% | +$466K | 0.73% | 29 |
|
|
2022
Q4 | $9.83M | Buy |
191,912
+10,453
| +6% | +$536K | 0.95% | 26 |
|
|
2022
Q3 | $7.94M | Buy |
181,459
+15,870
| +10% | +$695K | 0.84% | 26 |
|
|
2022
Q2 | $8.68M | Sell |
165,589
-11,016
| -6% | -$578K | 0.9% | 24 |
|
|
2022
Q1 | $9.14M | Buy |
176,605
+7,931
| +5% | +$411K | 0.84% | 27 |
|
|
2021
Q4 | $9.96M | Sell |
168,674
-3,126
| -2% | -$185K | 0.88% | 24 |
|
|
2021
Q3 | $7.39M | Buy |
171,800
+27,317
| +19% | +$1.17M | 0.72% | 30 |
|
|
2021
Q2 | $5.66M | Buy |
+144,483
| New | +$5.66M | 0.57% | 41 |
|
|
2021
Q1 | – | Sell |
-179,969
| Closed | -$6.63M | – | 308 |
|
|
2020
Q4 | $6.63M | Buy |
+179,969
| New | +$6.63M | 0.75% | 32 |
|
|
2020
Q3 | – | Sell |
-182,816
| Closed | -$5.67M | – | 196 |
|
|
2020
Q2 | $5.67M | Buy |
+182,816
| New | +$5.67M | 1.04% | 22 |
|
|
2020
Q1 | – | Sell |
-174,594
| Closed | -$6.49M | – | 226 |
|
|
2019
Q4 | $6.49M | Buy |
174,594
+55,163
| +46% | +$2.05M | 1.17% | 18 |
|
|
2019
Q3 | $4.07M | Sell |
119,431
-3,008
| -2% | -$103K | 0.79% | 30 |
|
|
2019
Q2 | $5.03M | Buy |
122,439
+15,840
| +15% | +$651K | 0.98% | 25 |
|
|
2019
Q1 | $4.3M | Buy |
106,599
+11,401
| +12% | +$459K | 0.87% | 26 |
|
|
2018
Q4 | $3.94M | Buy |
95,198
+11,282
| +13% | +$467K | 0.86% | 28 |
|
|
2018
Q3 | $3.51M | Buy |
83,916
+49,362
| +143% | +$2.06M | 0.74% | 34 |
|
|
2018
Q2 | $1.19M | Sell |
34,554
-51,111
| -60% | -$1.76M | 0.36% | 95 |
|
|
2018
Q1 | $2.88M | Buy |
85,665
+5,997
| +8% | +$202K | 0.64% | 42 |
|
|
2017
Q4 | $2.74M | Buy |
79,668
+17,920
| +29% | +$616K | 0.61% | 45 |
|
|
2017
Q3 | $2.09M | Buy |
61,748
+23,800
| +63% | +$806K | 0.49% | 71 |
|
|
2017
Q2 | $1.21M | Sell |
37,948
-774
| -2% | -$24.7K | 0.3% | 101 |
|
|
2017
Q1 | $1.26M | Buy |
38,722
+1,060
| +3% | +$34.4K | 0.33% | 93 |
|
|
2016
Q4 | $1.16M | Buy |
37,662
+1,553
| +4% | +$47.9K | 0.32% | 97 |
|
|
2016
Q3 | $1.16M | Buy |
36,109
+1,513
| +4% | +$48.6K | 0.33% | 95 |
|
|
2016
Q2 | $1.16M | Buy |
34,596
+50
| +0.1% | +$1.67K | 0.32% | 96 |
|
|
2016
Q1 | $971K | Buy |
34,546
+589
| +2% | +$16.6K | 0.26% | 106 |
|
|
2015
Q4 | $1.04M | Buy |
33,957
+10,852
| +47% | +$332K | 0.27% | 107 |
|
|
2015
Q3 | $688K | Buy |
23,105
+1,804
| +8% | +$53.7K | 0.18% | 130 |
|
|
2015
Q2 | $677K | Sell |
21,301
-1,457
| -6% | -$46.3K | 0.18% | 126 |
|
|
2015
Q1 | $751K | Buy |
22,758
+1,725
| +8% | +$56.9K | 0.19% | 128 |
|
|
2014
Q4 | $622K | Buy |
21,033
+1,512
| +8% | +$44.7K | 0.17% | 133 |
|
|
2014
Q3 | $548K | Buy |
19,521
+1,518
| +8% | +$42.6K | 0.17% | 140 |
|
|
2014
Q2 | $507K | Buy |
18,003
+9,061
| +101% | +$255K | 0.18% | 132 |
|
|
2014
Q1 | $273K | Buy |
8,942
+4,723
| +112% | +$144K | 0.12% | 161 |
|
|
2013
Q4 | $123K | Sell |
4,219
-3,756
| -47% | -$110K | 0.07% | 189 |
|
|
2013
Q3 | $217K | Sell |
7,975
-1,155
| -13% | -$31.4K | 0.13% | 159 |
|
|
2013
Q2 | $243K | Buy |
+9,130
| New | +$243K | 0.13% | 146 |
|