SIS
Sound Income Strategies’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3M | Buy |
838,069
+47,116
| +6% | +$1.14M | 1.16% | 21 |
|
|
2025
Q1 | $20M | Buy |
790,953
+26,131
| +3% | +$662K | 1.18% | 22 |
|
|
2024
Q4 | $20.3M | Buy |
764,822
+69,416
| +10% | +$1.84M | 1.26% | 21 |
|
|
2024
Q3 | $20.1M | Buy |
695,406
+32,866
| +5% | +$951K | 1.3% | 22 |
|
|
2024
Q2 | $18.5M | Buy |
662,540
+47,423
| +8% | +$1.33M | 1.16% | 21 |
|
|
2024
Q1 | $17.1M | Buy |
615,117
+188,588
| +44% | +$5.23M | 1.27% | 23 |
|
|
2023
Q4 | $12.3M | Buy |
426,529
+32,178
| +8% | +$926K | 1.02% | 34 |
|
|
2023
Q3 | $13.1M | Buy |
394,351
+73,269
| +23% | +$2.43M | 1.1% | 26 |
|
|
2023
Q2 | $11.8M | Buy |
321,082
+57,873
| +22% | +$2.12M | 1.21% | 26 |
|
|
2023
Q1 | $10.7M | Buy |
263,209
+24,771
| +10% | +$1.01M | 1.17% | 22 |
|
|
2022
Q4 | $12.2M | Buy |
238,438
+21,001
| +10% | +$1.08M | 1.56% | 17 |
|
|
2022
Q3 | $9.52M | Sell |
217,437
-18,147
| -8% | -$794K | 1.38% | 22 |
|
|
2022
Q2 | $12.4M | Buy |
235,584
+18,169
| +8% | +$953K | 1.65% | 16 |
|
|
2022
Q1 | $11.3M | Buy |
217,415
+25,280
| +13% | +$1.31M | 1.3% | 22 |
|
|
2021
Q4 | $11.3M | Sell |
192,135
-16,667
| -8% | -$984K | 1.34% | 18 |
|
|
2021
Q3 | $8.98M | Buy |
208,802
+25,638
| +14% | +$1.1M | 1.16% | 20 |
|
|
2021
Q2 | $7.17M | Buy |
183,164
+20,867
| +13% | +$817K | 1.04% | 21 |
|
|
2021
Q1 | $5.88M | Buy |
162,297
+42,521
| +36% | +$1.54M | 1% | 19 |
|
|
2020
Q4 | $4.41M | Buy |
119,776
+30,750
| +35% | +$1.13M | 0.97% | 15 |
|
|
2020
Q3 | $3.27M | Buy |
89,026
+10,459
| +13% | +$384K | 0.89% | 14 |
|
|
2020
Q2 | $2.57M | Buy |
78,567
+9,358
| +14% | +$306K | 0.77% | 17 |
|
|
2020
Q1 | $2.26M | Buy |
69,209
+13,160
| +23% | +$430K | 0.78% | 16 |
|
|
2019
Q4 | $2.2M | Buy |
56,049
+6,212
| +12% | +$243K | 0.59% | 21 |
|
|
2019
Q3 | $1.79M | Buy |
49,837
+6,219
| +14% | +$223K | 0.54% | 22 |
|
|
2019
Q2 | $1.89M | Buy |
43,618
+7,567
| +21% | +$328K | 0.65% | 18 |
|
|
2019
Q1 | $1.53M | Buy |
36,051
+1,316
| +4% | +$55.9K | 0.7% | 17 |
|
|
2018
Q4 | $1.52M | Sell |
34,735
-2,691
| -7% | -$117K | 0.79% | 15 |
|
|
2018
Q3 | $1.65M | Buy |
37,426
+8,746
| +30% | +$385K | 0.8% | 15 |
|
|
2018
Q2 | $1.04M | Buy |
28,680
+4,432
| +18% | +$161K | 0.61% | 17 |
|
|
2018
Q1 | $861K | Buy |
24,248
+2,883
| +13% | +$102K | 0.57% | 17 |
|
|
2017
Q4 | $747K | Buy |
+21,365
| New | +$747K | 0.49% | 28 |
|