Soltis Investment 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 | $359K | Sell |
14,815
-94,309
| -86% | -$2.29M | 0.03% | 292 |
|
|
2025
Q1 | $2.77M | Buy |
109,124
+92,552
| +558% | +$2.35M | 0.25% | 102 |
|
|
2024
Q4 | $440K | Sell |
16,572
-8,897
| -35% | -$236K | 0.04% | 251 |
|
|
2024
Q3 | $737K | Sell |
25,469
-159,325
| -86% | -$4.61M | 0.07% | 178 |
|
|
2024
Q2 | $5.17M | Buy |
184,794
+32
| +0% | +$895 | 0.55% | 58 |
|
|
2024
Q1 | $5.13M | Buy |
184,762
+18,167
| +11% | +$504K | 0.57% | 59 |
|
|
2023
Q4 | $4.8M | Sell |
166,595
-10,510
| -6% | -$303K | 0.54% | 59 |
|
|
2023
Q3 | $5.87M | Buy |
177,105
+14,578
| +9% | +$484K | 0.76% | 34 |
|
|
2023
Q2 | $5.96M | Buy |
162,527
+23,728
| +17% | +$870K | 0.69% | 33 |
|
|
2023
Q1 | $5.66M | Buy |
138,799
+17,686
| +15% | +$722K | 0.72% | 30 |
|
|
2022
Q4 | $6.21M | Buy |
121,113
+12,922
| +12% | +$662K | 0.82% | 25 |
|
|
2022
Q3 | $4.73M | Sell |
108,191
-19,309
| -15% | -$845K | 0.71% | 30 |
|
|
2022
Q2 | $6.69M | Buy |
127,500
+46,404
| +57% | +$2.43M | 0.97% | 24 |
|
|
2022
Q1 | $4.2M | Buy |
81,096
+11,866
| +17% | +$614K | 0.58% | 36 |
|
|
2021
Q4 | $4.09M | Buy |
69,230
+1,365
| +2% | +$80.6K | 0.58% | 36 |
|
|
2021
Q3 | $2.92M | Buy |
67,865
+1,642
| +2% | +$70.6K | 0.45% | 41 |
|
|
2021
Q2 | $2.59M | Buy |
66,223
+8,572
| +15% | +$336K | 0.41% | 46 |
|
|
2021
Q1 | $2.09M | Buy |
57,651
+10,482
| +22% | +$380K | 0.38% | 48 |
|
|
2020
Q4 | $1.74M | Buy |
47,169
+7,305
| +18% | +$269K | 0.32% | 56 |
|
|
2020
Q3 | $1.39M | Buy |
39,864
+5,173
| +15% | +$180K | 0.33% | 63 |
|
|
2020
Q2 | $1.08M | Buy |
34,691
+6,920
| +25% | +$215K | 0.28% | 64 |
|
|
2020
Q1 | $860K | Buy |
27,771
+12,906
| +87% | +$400K | 0.27% | 55 |
|
|
2019
Q4 | $553K | Buy |
+14,865
| New | +$553K | 0.11% | 82 |
|