Resonant Capital 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 | $2.84M | Buy |
117,214
+5,950
| +5% | +$144K | 0.18% | 96 |
|
|
2025
Q1 | $2.82M | Buy |
111,264
+751
| +0.7% | +$19K | 0.2% | 90 |
|
|
2024
Q4 | $2.93M | Buy |
110,513
+2,480
| +2% | +$65.8K | 0.21% | 86 |
|
|
2024
Q3 | $3.13M | Buy |
108,033
+1,664
| +2% | +$48.2K | 0.23% | 83 |
|
|
2024
Q2 | $2.98M | Buy |
106,369
+4,505
| +4% | +$126K | 0.24% | 79 |
|
|
2024
Q1 | $2.83M | Buy |
101,864
+3,966
| +4% | +$110K | 0.24% | 87 |
|
|
2023
Q4 | $2.82M | Buy |
97,898
+9,762
| +11% | +$281K | 0.27% | 78 |
|
|
2023
Q3 | $2.92M | Buy |
88,136
+1,283
| +1% | +$42.6K | 0.31% | 73 |
|
|
2023
Q2 | $3.19M | Buy |
86,853
+668
| +0.8% | +$24.5K | 0.35% | 66 |
|
|
2023
Q1 | $3.52M | Buy |
86,185
+56
| +0.1% | +$2.29K | 0.4% | 59 |
|
|
2022
Q4 | $4.41M | Buy |
86,129
+3,522
| +4% | +$180K | 0.55% | 45 |
|
|
2022
Q3 | $3.62M | Sell |
82,607
-1,905
| -2% | -$83.4K | 0.55% | 50 |
|
|
2022
Q2 | $4.43M | Buy |
84,512
+763
| +0.9% | +$40K | 0.69% | 39 |
|
|
2022
Q1 | $4.32M | Buy |
83,749
+4,024
| +5% | +$208K | 0.64% | 36 |
|
|
2021
Q4 | $4.71M | Buy |
79,725
+6,266
| +9% | +$370K | 0.71% | 31 |
|
|
2021
Q3 | $3.16M | Buy |
73,459
+7,426
| +11% | +$319K | 0.55% | 36 |
|
|
2021
Q2 | $2.59M | Buy |
66,033
+151
| +0.2% | +$5.91K | 0.5% | 43 |
|
|
2021
Q1 | $2.39M | Buy |
65,882
+4,686
| +8% | +$170K | 0.49% | 41 |
|
|
2020
Q4 | $2.25M | Sell |
61,196
-968
| -2% | -$35.6K | 0.53% | 36 |
|
|
2020
Q3 | $2.17M | Buy |
62,164
+795
| +1% | +$27.7K | 0.62% | 31 |
|
|
2020
Q2 | $1.9M | Sell |
61,369
-12,332
| -17% | -$383K | 0.55% | 35 |
|
|
2020
Q1 | $2.28M | Buy |
73,701
+3,519
| +5% | +$109K | 0.83% | 28 |
|
|
2019
Q4 | $2.61M | Buy |
+70,182
| New | +$2.61M | 0.82% | 28 |
|