RFG Advisory’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
75,829
+5,420
| +8% | +$131K | 0.04% | 327 |
|
|
2025
Q1 | $1.78M | Buy |
70,409
+20,546
| +41% | +$521K | 0.05% | 298 |
|
|
2024
Q4 | $1.32M | Sell |
49,863
-6,267
| -11% | -$166K | 0.04% | 322 |
|
|
2024
Q3 | $1.62M | Sell |
56,130
-10,333
| -16% | -$299K | 0.05% | 289 |
|
|
2024
Q2 | $1.86M | Sell |
66,463
-35,816
| -35% | -$1M | 0.06% | 230 |
|
|
2024
Q1 | $2.84M | Buy |
102,279
+44,703
| +78% | +$1.24M | 0.1% | 165 |
|
|
2023
Q4 | $1.66M | Sell |
57,576
-7,358
| -11% | -$212K | 0.06% | 234 |
|
|
2023
Q3 | $2.15M | Sell |
64,934
-12,985
| -17% | -$431K | 0.1% | 162 |
|
|
2023
Q2 | $2.86M | Buy |
77,919
+3,344
| +4% | +$123K | 0.13% | 120 |
|
|
2023
Q1 | $3.04M | Sell |
74,575
-4,351
| -6% | -$178K | 0.15% | 119 |
|
|
2022
Q4 | $3.48M | Buy |
78,926
+324
| +0.4% | +$14.3K | 0.18% | 102 |
|
|
2022
Q3 | $3.72M | Buy |
78,602
+5,592
| +8% | +$265K | 0.21% | 95 |
|
|
2022
Q2 | $3.6M | Buy |
73,010
+21,431
| +42% | +$1.06M | 0.21% | 87 |
|
|
2022
Q1 | $2.67M | Sell |
51,579
-1,572
| -3% | -$81.4K | 0.17% | 82 |
|
|
2021
Q4 | $3.14M | Buy |
53,151
+6,807
| +15% | +$402K | 0.22% | 68 |
|
|
2021
Q3 | $1.99M | Buy |
46,344
+726
| +2% | +$31.2K | 0.16% | 98 |
|
|
2021
Q2 | $1.79M | Buy |
45,618
+632
| +1% | +$24.7K | 0.16% | 104 |
|
|
2021
Q1 | $1.63M | Sell |
44,986
-734
| -2% | -$26.6K | 0.18% | 97 |
|
|
2020
Q4 | $1.7M | Sell |
45,720
-3,248
| -7% | -$121K | 0.22% | 86 |
|
|
2020
Q3 | $1.71M | Buy |
48,968
+1,166
| +2% | +$40.6K | 0.24% | 85 |
|
|
2020
Q2 | $1.48M | Buy |
47,802
+1,742
| +4% | +$54K | 0.23% | 89 |
|
|
2020
Q1 | $1.43M | Buy |
46,060
+1,511
| +3% | +$46.8K | 0.27% | 79 |
|
|
2019
Q4 | $1.66M | Buy |
44,549
+2,141
| +5% | +$79.6K | 0.28% | 73 |
|
|
2019
Q3 | $1.45M | Buy |
42,408
+5,478
| +15% | +$187K | 0.29% | 69 |
|
|
2019
Q2 | $1.52M | Buy |
36,930
+9,886
| +37% | +$407K | 0.35% | 64 |
|
|
2019
Q1 | $1.09M | Sell |
27,044
-12,892
| -32% | -$522K | 0.28% | 76 |
|
|
2018
Q4 | $1.65M | Buy |
39,936
+1,525
| +4% | +$63.2K | 0.41% | 43 |
|
|
2018
Q3 | $1.61M | Buy |
38,411
+7,366
| +24% | +$308K | 0.42% | 55 |
|
|
2018
Q2 | $1.07M | Buy |
31,045
+4,868
| +19% | +$168K | 0.32% | 55 |
|
|
2018
Q1 | $881K | Sell |
26,177
-76
| -0.3% | -$2.56K | 0.33% | 54 |
|
|
2017
Q4 | $907K | Sell |
26,253
-1,543
| -6% | -$53.3K | 0.42% | 55 |
|
|
2017
Q3 | $951K | Buy |
27,796
+496
| +2% | +$17K | 0.59% | 31 |
|
|
2017
Q2 | $866K | Buy |
27,300
+212
| +0.8% | +$6.73K | 0.6% | 30 |
|
|
2017
Q1 | $879K | Buy |
27,088
+9,312
| +52% | +$302K | 0.66% | 35 |
|
|
2016
Q4 | $569K | Hold |
17,776
| – | – | 0.54% | 34 |
|
|
2016
Q3 | $569K | Sell |
17,776
-175
| -1% | -$5.6K | 0.52% | 35 |
|
|
2016
Q2 | $600K | Buy |
17,951
+2,524
| +16% | +$84.4K | 0.52% | 34 |
|
|
2016
Q1 | $434K | Buy |
+15,427
| New | +$434K | 0.34% | 54 |
|
|
2015
Q3 | – | Sell |
-12,797
| Closed | -$407K | – | 123 |
|
|
2015
Q2 | $407K | Buy |
+12,797
| New | +$407K | 0.18% | 88 |
|