SFMG Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $271K | Sell |
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|
2024
Q4 | $305K | Buy |
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|
2024
Q3 | $276K | Sell |
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|
2024
Q2 | $281K | Sell |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $435K | Sell |
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|
2023
Q2 | $512K | Sell |
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|
2023
Q1 | $610K | Sell |
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|
2022
Q4 | $894K | Sell |
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|
2022
Q3 | $785K | Sell |
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|
2022
Q2 | $991K | Sell |
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|
2022
Q1 | $5.13M | Sell |
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|
2021
Q4 | $6.1M | Buy |
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|
2021
Q3 | $4.27M | Sell |
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|
2021
Q2 | $3.93M | Buy |
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|
2021
Q1 | $3.03M | Buy |
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|
2020
Q4 | $3.02M | Buy |
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|
2020
Q3 | $2.66M | Buy |
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|
2020
Q2 | $2.05M | Buy |
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|
2020
Q1 | $1.86M | Buy |
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|
2019
Q4 | $2.16M | Buy |
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|
2019
Q3 | $1.71M | Buy |
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|
2019
Q2 | $428K | Sell |
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|
2019
Q1 | $428K | Sell |
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|
2018
Q4 | $449K | Hold |
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|
2018
Q3 | $441K | Sell |
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|
2018
Q2 | $420K | Buy |
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|
2018
Q1 | $344K | Buy |
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|
2017
Q4 | $263K | Buy |
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|
2017
Q3 | $237K | Sell |
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|
2017
Q2 | $230K | Buy |
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|
2017
Q1 | $210K | Sell |
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|
2016
Q4 | $205K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $365K | Buy |
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