SWA
SFMG Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,702
| Closed | -$271K | – | 295 |
|
|
2025
Q1 | $271K | Sell |
10,702
-804
| -7% | -$20.4K | 0.02% | 214 |
|
|
2024
Q4 | $305K | Buy |
11,506
+1,968
| +21% | +$52.2K | 0.02% | 197 |
|
|
2024
Q3 | $276K | Sell |
9,538
-505
| -5% | -$14.6K | 0.02% | 206 |
|
|
2024
Q2 | $281K | Sell |
10,043
-839
| -8% | -$23.5K | 0.02% | 201 |
|
|
2024
Q1 | $302K | Sell |
10,882
-208
| -2% | -$5.77K | 0.03% | 197 |
|
|
2023
Q4 | $319K | Sell |
11,090
-2,018
| -15% | -$58.1K | 0.03% | 184 |
|
|
2023
Q3 | $435K | Sell |
13,108
-858
| -6% | -$28.5K | 0.04% | 143 |
|
|
2023
Q2 | $512K | Sell |
13,966
-978
| -7% | -$35.9K | 0.05% | 122 |
|
|
2023
Q1 | $610K | Sell |
14,944
-2,510
| -14% | -$102K | 0.07% | 116 |
|
|
2022
Q4 | $894K | Sell |
17,454
-1,222
| -7% | -$62.6K | 0.1% | 93 |
|
|
2022
Q3 | $785K | Sell |
18,676
-217
| -1% | -$9.12K | 0.09% | 98 |
|
|
2022
Q2 | $991K | Sell |
18,893
-80,166
| -81% | -$4.2M | 0.12% | 90 |
|
|
2022
Q1 | $5.13M | Sell |
99,059
-4,279
| -4% | -$222K | 0.51% | 27 |
|
|
2021
Q4 | $6.1M | Buy |
103,338
+4,137
| +4% | +$244K | 0.59% | 21 |
|
|
2021
Q3 | $4.27M | Sell |
99,201
-1,214
| -1% | -$52.2K | 0.47% | 26 |
|
|
2021
Q2 | $3.93M | Buy |
100,415
+16,844
| +20% | +$660K | 0.44% | 28 |
|
|
2021
Q1 | $3.03M | Buy |
83,571
+1,633
| +2% | +$59.2K | 0.35% | 38 |
|
|
2020
Q4 | $3.02M | Buy |
81,938
+9,427
| +13% | +$347K | 0.38% | 35 |
|
|
2020
Q3 | $2.66M | Buy |
72,511
+9,694
| +15% | +$356K | 0.37% | 35 |
|
|
2020
Q2 | $2.05M | Buy |
62,817
+5,892
| +10% | +$193K | 0.29% | 38 |
|
|
2020
Q1 | $1.86M | Buy |
56,925
+1,757
| +3% | +$57.3K | 0.28% | 29 |
|
|
2019
Q4 | $2.16M | Buy |
55,168
+7,709
| +16% | +$302K | 0.26% | 33 |
|
|
2019
Q3 | $1.71M | Buy |
47,459
+37,524
| +378% | +$1.35M | 0.23% | 33 |
|
|
2019
Q2 | $428K | Sell |
9,935
-145
| -1% | -$6.25K | 0.06% | 101 |
|
|
2019
Q1 | $428K | Sell |
10,080
-202
| -2% | -$8.58K | 0.06% | 91 |
|
|
2018
Q4 | $449K | Hold |
10,282
| – | – | 0.07% | 81 |
|
|
2018
Q3 | $441K | Sell |
10,282
-1,291
| -11% | -$55.4K | 0.07% | 80 |
|
|
2018
Q2 | $420K | Buy |
11,573
+1,876
| +19% | +$68.1K | 0.07% | 84 |
|
|
2018
Q1 | $344K | Buy |
9,697
+2,448
| +34% | +$86.8K | 0.06% | 98 |
|
|
2017
Q4 | $263K | Buy |
7,249
+604
| +9% | +$21.9K | 0.04% | 115 |
|
|
2017
Q3 | $237K | Sell |
6,645
-200
| -3% | -$7.13K | 0.05% | 116 |
|
|
2017
Q2 | $230K | Buy |
6,845
+702
| +11% | +$23.6K | 0.05% | 110 |
|
|
2017
Q1 | $210K | Sell |
6,143
-169
| -3% | -$5.78K | 0.04% | 112 |
|
|
2016
Q4 | $205K | Buy |
+6,312
| New | +$205K | 0.04% | 112 |
|
|
2015
Q2 | – | Sell |
-10,485
| Closed | -$365K | – | 156 |
|
|
2015
Q1 | $365K | Buy |
+10,485
| New | +$365K | 0.03% | 122 |
|