Security National Bank’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.1K | Buy |
2,522
+180
| +8% | +$4.36K | 0.01% | 206 |
|
|
2025
Q1 | $59.3K | Buy |
2,342
+90
| +4% | +$2.28K | 0.01% | 204 |
|
|
2024
Q4 | $59.7K | Hold |
2,252
| – | – | 0.01% | 201 |
|
|
2024
Q3 | $65.2K | Hold |
2,252
| – | – | 0.01% | 184 |
|
|
2024
Q2 | $63K | Hold |
2,252
| – | – | 0.01% | 182 |
|
|
2024
Q1 | $62.5K | Hold |
2,252
| – | – | 0.01% | 178 |
|
|
2023
Q4 | $64.8K | Buy |
+2,252
| New | +$64.8K | 0.01% | 180 |
|
|
2023
Q3 | – | Sell |
-5,958
| Closed | -$219K | – | 104 |
|
|
2023
Q2 | $219K | Buy |
5,958
+46
| +0.8% | +$1.69K | 0.06% | 101 |
|
|
2023
Q1 | $241K | Hold |
5,912
| – | – | 0.06% | 91 |
|
|
2022
Q4 | $303K | Buy |
5,912
+34
| +0.6% | +$1.74K | 0.08% | 82 |
|
|
2022
Q3 | $257K | Sell |
5,878
-2,426
| -29% | -$106K | 0.07% | 85 |
|
|
2022
Q2 | $435K | Sell |
8,304
-6,472
| -44% | -$339K | 0.12% | 70 |
|
|
2022
Q1 | $765K | Buy |
14,776
+3,223
| +28% | +$167K | 0.17% | 62 |
|
|
2021
Q4 | $682K | Sell |
11,553
-1,032
| -8% | -$60.9K | 0.15% | 62 |
|
|
2021
Q3 | $541K | Buy |
12,585
+2,333
| +23% | +$100K | 0.14% | 64 |
|
|
2021
Q2 | $401K | Hold |
10,252
| – | – | 0.11% | 70 |
|
|
2021
Q1 | $371K | Buy |
10,252
+3,480
| +51% | +$126K | 0.11% | 70 |
|
|
2020
Q4 | $249K | Sell |
6,772
-366
| -5% | -$13.5K | 0.08% | 66 |
|
|
2020
Q3 | $249K | Buy |
+7,138
| New | +$249K | 0.09% | 65 |
|
|
2019
Q3 | – | Sell |
-5,059
| Closed | -$208K | – | 74 |
|
|
2019
Q2 | $208K | Hold |
5,059
| – | – | 0.1% | 70 |
|
|
2019
Q1 | $204K | Hold |
5,059
| – | – | 0.11% | 72 |
|
|
2018
Q4 | $210K | Sell |
5,059
-3,953
| -44% | -$164K | 0.13% | 59 |
|
|
2018
Q3 | $376K | Buy |
9,012
+3,162
| +54% | +$132K | 0.21% | 53 |
|
|
2018
Q2 | $202K | Sell |
5,850
-149
| -2% | -$5.15K | 0.13% | 60 |
|
|
2018
Q1 | $202K | Hold |
5,999
| – | – | 0.14% | 61 |
|
|
2017
Q4 | $206K | Hold |
5,999
| – | – | 0.13% | 63 |
|
|
2017
Q3 | $203K | Buy |
+5,999
| New | +$203K | 0.14% | 65 |
|