Simon Quick 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 | $795K | Buy |
32,806
+5,731
| +21% | +$139K | 0.03% | 300 |
|
|
2025
Q1 | $686K | Buy |
27,075
+3,627
| +15% | +$91.9K | 0.04% | 232 |
|
|
2024
Q4 | $622K | Sell |
23,448
-2,557
| -10% | -$67.8K | 0.04% | 212 |
|
|
2024
Q3 | $753K | Buy |
26,005
+3,226
| +14% | +$93.4K | 0.05% | 188 |
|
|
2024
Q2 | $637K | Sell |
22,779
-3,527
| -13% | -$98.7K | 0.05% | 178 |
|
|
2024
Q1 | $730K | Buy |
26,306
+11,156
| +74% | +$310K | 0.05% | 151 |
|
|
2023
Q4 | $436K | Sell |
15,150
-1,360
| -8% | -$39.2K | 0.04% | 190 |
|
|
2023
Q3 | $548K | Sell |
16,510
-1,402
| -8% | -$46.5K | 0.05% | 156 |
|
|
2023
Q2 | $657K | Buy |
17,912
+2,264
| +14% | +$83K | 0.06% | 141 |
|
|
2023
Q1 | $638K | Buy |
15,648
+3,235
| +26% | +$132K | 0.07% | 134 |
|
|
2022
Q4 | $636K | Buy |
12,413
+1,258
| +11% | +$64.5K | 0.08% | 117 |
|
|
2022
Q3 | $488K | Buy |
11,155
+1,373
| +14% | +$60.1K | 0.07% | 122 |
|
|
2022
Q2 | $482K | Buy |
9,782
+7,101
| +265% | +$350K | 0.06% | 119 |
|
|
2022
Q1 | $139K | Sell |
2,681
-348
| -11% | -$18K | 0.04% | 122 |
|
|
2021
Q4 | $179K | Sell |
3,029
-706
| -19% | -$41.7K | 0.05% | 120 |
|
|
2021
Q3 | $160K | Buy |
3,735
+514
| +16% | +$22K | 0.04% | 133 |
|
|
2021
Q2 | $126K | Sell |
3,221
-734
| -19% | -$28.7K | 0.03% | 133 |
|
|
2021
Q1 | $143K | Sell |
3,955
-3,472
| -47% | -$126K | 0.04% | 123 |
|
|
2020
Q4 | $273K | Sell |
7,427
-1,150
| -13% | -$42.3K | 0.08% | 88 |
|
|
2020
Q3 | $299K | Buy |
8,577
+3,493
| +69% | +$122K | 0.09% | 71 |
|
|
2020
Q2 | $158K | Buy |
5,084
+68
| +1% | +$2.11K | 0.06% | 94 |
|
|
2020
Q1 | $155K | Sell |
5,016
-404
| -7% | -$12.5K | 0.06% | 90 |
|
|
2019
Q4 | $201K | Buy |
5,420
+1,170
| +28% | +$43.4K | 0.07% | 91 |
|
|
2019
Q3 | $145K | Buy |
4,250
+1,604
| +61% | +$54.7K | 0.06% | 94 |
|
|
2019
Q2 | $109K | Sell |
2,646
-1,295
| -33% | -$53.2K | 0.06% | 85 |
|
|
2019
Q1 | $159K | Buy |
3,941
+2,571
| +188% | +$104K | 0.07% | 81 |
|
|
2018
Q4 | $57K | Sell |
1,370
-133
| -9% | -$5.53K | 0.02% | 172 |
|
|
2018
Q3 | $63K | Sell |
1,503
-168
| -10% | -$7.04K | 0.03% | 154 |
|
|
2018
Q2 | $57K | Sell |
1,671
-1,574
| -49% | -$53.7K | 0.02% | 167 |
|
|
2018
Q1 | $109K | Sell |
3,245
-409
| -11% | -$13.7K | 0.05% | 128 |
|
|
2017
Q4 | $128K | Sell |
3,654
-2,416
| -40% | -$84.6K | 0.06% | 131 |
|
|
2017
Q3 | $206K | Hold |
6,070
| – | – | 0.07% | 129 |
|
|
2017
Q2 | $193K | Sell |
6,070
-581
| -9% | -$18.5K | 0.11% | 69 |
|
|
2017
Q1 | $216K | Buy |
6,651
+6,124
| +1,162% | +$199K | 0.13% | 84 |
|
|
2016
Q4 | $16K | Buy |
+527
| New | +$16K | 0.01% | 191 |
|