Secure Asset Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Buy |
33,843
+1,342
| +4% | +$32.5K | 0.15% | 141 |
|
|
2025
Q1 | $824K | Sell |
32,501
-55,373
| -63% | -$1.4M | 0.17% | 132 |
|
|
2024
Q4 | $2.33M | Buy |
87,874
+21,294
| +32% | +$565K | 0.35% | 66 |
|
|
2024
Q3 | $1.93M | Buy |
66,580
+8,252
| +14% | +$239K | 0.32% | 67 |
|
|
2024
Q2 | $1.63M | Buy |
58,328
+353
| +0.6% | +$9.88K | 0.31% | 76 |
|
|
2024
Q1 | $1.61M | Buy |
57,975
+9,180
| +19% | +$255K | 0.38% | 56 |
|
|
2023
Q4 | $1.4M | Buy |
48,795
+577
| +1% | +$16.6K | 0.38% | 61 |
|
|
2023
Q3 | $1.6M | Buy |
48,218
+37,214
| +338% | +$1.23M | 0.48% | 46 |
|
|
2023
Q2 | $404K | Buy |
11,004
+307
| +3% | +$11.3K | 0.12% | 128 |
|
|
2023
Q1 | $436K | Sell |
10,697
-5,138
| -32% | -$210K | 0.15% | 122 |
|
|
2022
Q4 | $811K | Buy |
15,835
+537
| +4% | +$27.5K | 0.29% | 91 |
|
|
2022
Q3 | $669K | Buy |
15,298
+1,153
| +8% | +$50.4K | 0.37% | 53 |
|
|
2022
Q2 | $742K | Buy |
14,145
+2,420
| +21% | +$127K | 0.41% | 44 |
|
|
2022
Q1 | $607K | Sell |
11,725
-368
| -3% | -$19.1K | 0.27% | 73 |
|
|
2021
Q4 | $714K | Buy |
12,093
+4,691
| +63% | +$277K | 0.29% | 61 |
|
|
2021
Q3 | $318K | Sell |
7,402
-1,058
| -13% | -$45.5K | 0.16% | 115 |
|
|
2021
Q2 | $331K | Buy |
8,460
+881
| +12% | +$34.5K | 0.17% | 123 |
|
|
2021
Q1 | $275K | Sell |
7,579
-840
| -10% | -$30.5K | 0.15% | 133 |
|
|
2020
Q4 | $310K | Sell |
8,419
-3,060
| -27% | -$113K | 0.18% | 109 |
|
|
2020
Q3 | $400K | Sell |
11,479
-2,956
| -20% | -$103K | 0.27% | 81 |
|
|
2020
Q2 | $448K | Buy |
14,435
+905
| +7% | +$28.1K | 0.32% | 86 |
|
|
2020
Q1 | $419K | Buy |
13,530
+5,942
| +78% | +$184K | 0.45% | 55 |
|
|
2019
Q4 | $282K | Buy |
+7,588
| New | +$282K | 0.2% | 119 |
|