Sheaff Brock Investment 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
Q1
$1.59M Sell
62,940
-3,699
-6% -$96.8K 0.15% 122
2024
Q4
$1.77M Sell
66,639
-7,815
-10% -$212K 0.15% 118
2024
Q3
$2.15M Buy
74,454
+87
+0.1% +$2.54K 0.19% 105
2024
Q2
$2.08M Sell
74,367
-3,571
-5% -$98.3K 0.19% 102
2024
Q1
$2.16M Buy
77,938
+1,188
+2% +$33K 0.14% 114
2023
Q4
$2.21M Sell
76,750
-3,837
-5% -$116K 0.17% 97
2023
Q3
$2.67M Buy
80,587
+1,390
+2% +$49.2K 0.24% 80
2023
Q2
$2.9M Sell
79,197
-2,480
-3% -$96.5K 0.24% 80
2023
Q1
$3.33M Sell
81,677
-1,128
-1% -$48.7K 0.31% 71
2022
Q4
$4.24M Buy
82,805
+1,187
+1% +$56.9K 0.42% 57
2022
Q3
$3.57M Buy
81,618
+834
+1% +$40.5K 0.38% 59
2022
Q2
$4.24M Sell
80,784
-510
-0.6% -$26K 0.35% 58
2022
Q1
$4.21M Sell
81,294
-622
-0.8% -$32.3K 0.29% 63
2021
Q4
$4.84M Buy
81,916
+4,664
+6% +$231K 0.32% 57
2021
Q3
$3.32M Sell
77,252
-14,044
-15% -$622K 0.24% 75
2021
Q2
$3.58M Sell
91,296
-118
-0.1% -$4.59K 0.26% 71
2021
Q1
$3.31M Sell
91,414
-3,216
-3% -$114K 0.26% 72
2020
Q4
$3.48M Buy
94,630
+10,319
+12% +$379K 0.29% 67
2020
Q3
$2.94M Buy
84,311
+7,589
+10% +$266K 0.27% 71
2020
Q2
$2.38M Sell
76,722
-365
-0.5% -$12.4K 0.24% 74
2020
Q1
$2.39M Sell
77,087
-12,166
-14% -$415K 0.32% 63
2019
Q4
$3.32M Buy
89,253
+1,087
+1% +$38.7K 0.32% 61
2019
Q3
$3.01M Sell
88,166
-783
-0.9% -$28.5K 0.33% 57
2019
Q2
$3.66M Sell
88,949
-2,065
-2% -$82K 0.39% 52
2019
Q1
$3.67M Buy
91,014
+9,317
+11% +$373K 0.45% 54
2018
Q4
$3.38M Sell
81,697
-173,395
-68% -$7.2M 0.53% 53
2018
Q3
$10.7M Sell
255,092
-5,771
-2% -$222K 1.01% 12
2018
Q2
$8.98M Sell
260,863
-7,632
-3% -$261K 0.88% 16
2018
Q1
$9.04M Sell
268,495
-328
-0.1% -$11.3K 0.94% 16
2017
Q4
$9.24M Sell
268,823
-2,852
-1% -$97.2K 1.2% 16
2017
Q3
$9.2M Buy
271,675
+1,058
+0.4% +$34K 1.21% 14
2017
Q2
$8.62M Buy
270,617
+6,318
+2% +$199K 1.14% 13
2017
Q1
$8.58M Sell
264,299
-23,128
-8% -$729K 1.12% 13
2016
Q4
$8.86M Buy
287,427
+139,986
+95% +$4.27M 1.12% 10
2016
Q3
$4.74M Buy
147,441
+12,023
+9% +$402K 0.63% 36
2016
Q2
$4.52M Sell
135,418
-23,076
-15% -$736K 0.57% 42
2016
Q1
$4.46M Sell
158,494
-12,647
-7% -$361K 0.55% 40
2015
Q4
$5.24M Buy
+171,141
New +$5.38M 0.59% 39

Other funds holding PFE

Sheaff Brock Investment Advisors's PFE Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Pfizer (PFE) stake by 5.6% in Q1 2025, selling an estimated $96.8K and leaving 62,940 shares worth $1.59M. The position accounts for 0.15% of the portfolio, ranked #122.

Sheaff Brock Investment Advisors first reported a position in PFE in Q4 2015 and has held it in 38 quarters since. The position peaked at $10.7M in Q3 2018. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • Sheaff Brock Investment Advisors held 62,940 shares of Pfizer worth $1.59M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 3,699 Pfizer shares in Q1 2025, an estimated $96.8K.
  • Pfizer made up 0.15% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #122 holding.
  • Sheaff Brock Investment Advisors first reported a position in Pfizer in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Pfizer position peaked at $10.7M in Q3 2018.
  • 2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.