Sequoia Financial 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 | $8.15M | Sell |
336,033
-20,672
| -6% | -$501K | 0.06% | 210 |
|
|
2025
Q1 | $9.04M | Buy |
356,705
+78,626
| +28% | +$1.99M | 0.07% | 201 |
|
|
2024
Q4 | $7.38M | Sell |
278,079
-144,064
| -34% | -$3.82M | 0.07% | 208 |
|
|
2024
Q3 | $12.2M | Buy |
422,143
+151,293
| +56% | +$4.38M | 0.13% | 135 |
|
|
2024
Q2 | $7.58M | Sell |
270,850
-4,293
| -2% | -$120K | 0.09% | 153 |
|
|
2024
Q1 | $7.64M | Sell |
275,143
-25,924
| -9% | -$719K | 0.09% | 156 |
|
|
2023
Q4 | $8.67M | Buy |
301,067
+60,706
| +25% | +$1.75M | 0.11% | 161 |
|
|
2023
Q3 | $7.97M | Sell |
240,361
-22,823
| -9% | -$757K | 0.14% | 115 |
|
|
2023
Q2 | $9.65M | Sell |
263,184
-5,099
| -2% | -$187K | 0.17% | 104 |
|
|
2023
Q1 | $10.9M | Buy |
268,283
+160,386
| +149% | +$6.54M | 0.24% | 80 |
|
|
2022
Q4 | $5.53M | Buy |
107,897
+44,041
| +69% | +$2.26M | 0.14% | 131 |
|
|
2022
Q3 | $2.79M | Sell |
63,856
-15,314
| -19% | -$670K | 0.09% | 143 |
|
|
2022
Q2 | $4.15M | Sell |
79,170
-1,171
| -1% | -$61.4K | 0.12% | 130 |
|
|
2022
Q1 | $4.16M | Sell |
80,341
-40,257
| -33% | -$2.08M | 0.1% | 129 |
|
|
2021
Q4 | $7.12M | Buy |
120,598
+100,419
| +498% | +$5.93M | 0.19% | 92 |
|
|
2021
Q3 | $868K | Sell |
20,179
-143,329
| -88% | -$6.17M | 0.09% | 116 |
|
|
2021
Q2 | $6.4M | Buy |
163,508
+41,741
| +34% | +$1.63M | 0.23% | 77 |
|
|
2021
Q1 | $4.41M | Buy |
121,767
+3,319
| +3% | +$120K | 0.18% | 85 |
|
|
2020
Q4 | $4.36M | Buy |
118,448
+10,034
| +9% | +$369K | 0.2% | 73 |
|
|
2020
Q3 | $3.78M | Buy |
108,414
+11,938
| +12% | +$416K | 0.2% | 66 |
|
|
2020
Q2 | $2.99M | Buy |
96,476
+13,850
| +17% | +$430K | 0.18% | 69 |
|
|
2020
Q1 | $2.56M | Buy |
82,626
+27,129
| +49% | +$840K | 0.19% | 66 |
|
|
2019
Q4 | $2.06M | Sell |
55,497
-19,902
| -26% | -$740K | 0.13% | 92 |
|
|
2019
Q3 | $2.57M | Sell |
75,399
-3,285
| -4% | -$112K | 0.19% | 72 |
|
|
2019
Q2 | $3.23M | Sell |
78,684
-2,959
| -4% | -$122K | 0.24% | 63 |
|
|
2019
Q1 | $3.29M | Buy |
81,643
+51,194
| +168% | +$2.06M | 0.27% | 57 |
|
|
2018
Q4 | $1.26M | Buy |
30,449
+1,388
| +5% | +$57.5K | 0.15% | 91 |
|
|
2018
Q3 | $1.22M | Sell |
29,061
-2,227
| -7% | -$93.1K | 0.12% | 100 |
|
|
2018
Q2 | $1.08M | Sell |
31,288
-110
| -0.4% | -$3.79K | 0.11% | 106 |
|
|
2018
Q1 | $1.06M | Buy |
31,398
+1,613
| +5% | +$54.3K | 0.11% | 107 |
|
|
2017
Q4 | $1.02M | Sell |
29,785
-5,932
| -17% | -$204K | 0.11% | 112 |
|
|
2017
Q3 | $1.21M | Buy |
35,717
+1,331
| +4% | +$45.1K | 0.14% | 97 |
|
|
2017
Q2 | $1.1M | Buy |
34,386
+2,881
| +9% | +$91.8K | 0.14% | 99 |
|
|
2017
Q1 | $1.02M | Sell |
31,505
-2,133
| -6% | -$69.3K | 0.13% | 101 |
|
|
2016
Q4 | $1.04M | Buy |
33,638
+6,211
| +23% | +$191K | 0.15% | 96 |
|
|
2016
Q3 | $881K | Sell |
27,427
-1,430
| -5% | -$45.9K | 0.16% | 88 |
|
|
2016
Q2 | $964K | Buy |
28,857
+842
| +3% | +$28.1K | 0.27% | 74 |
|
|
2016
Q1 | $788K | Buy |
28,015
+4,737
| +20% | +$133K | 0.25% | 75 |
|
|
2015
Q4 | $713K | Buy |
23,278
+2,186
| +10% | +$67K | 0.29% | 73 |
|
|
2015
Q3 | $629K | Sell |
21,092
-1,025
| -5% | -$30.6K | 0.27% | 76 |
|
|
2015
Q2 | $704K | Buy |
22,117
+1,665
| +8% | +$53K | 0.3% | 76 |
|
|
2015
Q1 | $675K | Sell |
20,452
-770
| -4% | -$25.4K | 0.31% | 78 |
|
|
2014
Q4 | $627K | Sell |
21,222
-242
| -1% | -$7.15K | 0.43% | 62 |
|
|
2014
Q3 | $602K | Buy |
21,464
+657
| +3% | +$18.4K | 0.42% | 61 |
|
|
2014
Q2 | $586K | Sell |
20,807
-884
| -4% | -$24.9K | 0.45% | 57 |
|
|
2014
Q1 | $661K | Buy |
21,691
+1,581
| +8% | +$48.2K | 0.55% | 47 |
|
|
2013
Q4 | $584K | Buy |
+20,110
| New | +$584K | 0.48% | 60 |
|