Steward Partners Investment Advisory’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.94M | Buy |
368,841
+29,547
| +9% | +$716K | 0.07% | 276 |
|
|
2025
Q1 | $8.6M | Sell |
339,294
-7,338
| -2% | -$186K | 0.08% | 264 |
|
|
2024
Q4 | $9.2M | Sell |
346,632
-34,656
| -9% | -$919K | 0.08% | 233 |
|
|
2024
Q3 | $11M | Buy |
381,288
+9,651
| +3% | +$279K | 0.1% | 197 |
|
|
2024
Q2 | $10.4M | Sell |
371,637
-9,847
| -3% | -$276K | 0.11% | 182 |
|
|
2024
Q1 | $10.6M | Buy |
381,484
+32,819
| +9% | +$911K | 0.12% | 186 |
|
|
2023
Q4 | $10M | Sell |
348,665
-139,114
| -29% | -$4.01M | 0.14% | 158 |
|
|
2023
Q3 | $16.2M | Buy |
487,779
+7,737
| +2% | +$257K | 0.25% | 88 |
|
|
2023
Q2 | $17.6M | Buy |
480,042
+1,132
| +0.2% | +$41.5K | 0.26% | 84 |
|
|
2023
Q1 | $19.5M | Buy |
478,910
+12,036
| +3% | +$491K | 0.31% | 72 |
|
|
2022
Q4 | $23.9M | Sell |
466,874
-25,867
| -5% | -$1.33M | 0.41% | 49 |
|
|
2022
Q3 | $21.6M | Buy |
492,741
+559
| +0.1% | +$24.5K | 0.4% | 52 |
|
|
2022
Q2 | $25.8M | Sell |
492,182
-284
| -0.1% | -$14.9K | 0.47% | 40 |
|
|
2022
Q1 | $25.5M | Buy |
492,466
+4,905
| +1% | +$254K | 0.39% | 50 |
|
|
2021
Q4 | $28.8M | Buy |
487,561
+6,417
| +1% | +$379K | 0.44% | 39 |
|
|
2021
Q3 | $20.7M | Buy |
481,144
+17,945
| +4% | +$772K | 0.36% | 56 |
|
|
2021
Q2 | $18.1M | Sell |
463,199
-64,827
| -12% | -$2.54M | 0.31% | 70 |
|
|
2021
Q1 | $19.1M | Buy |
528,026
+74,118
| +16% | +$2.69M | 0.34% | 61 |
|
|
2020
Q4 | $16.7M | Buy |
453,908
+12,923
| +3% | +$476K | 0.36% | 61 |
|
|
2020
Q3 | $15.4M | Buy |
440,985
+66,576
| +18% | +$2.32M | 0.39% | 59 |
|
|
2020
Q2 | $11.6M | Sell |
374,409
-44,934
| -11% | -$1.39M | 0.33% | 71 |
|
|
2020
Q1 | $13M | Buy |
419,343
+27,730
| +7% | +$859K | 0.48% | 47 |
|
|
2019
Q4 | $14.6M | Sell |
391,613
-4,588
| -1% | -$171K | 0.43% | 54 |
|
|
2019
Q3 | $13.5M | Sell |
396,201
-8,895
| -2% | -$303K | 0.46% | 52 |
|
|
2019
Q2 | $16.6M | Buy |
405,096
+21,101
| +5% | +$867K | 0.61% | 36 |
|
|
2019
Q1 | $15.5M | Buy |
383,995
+2,895
| +0.8% | +$117K | 0.66% | 38 |
|
|
2018
Q4 | $15.8M | Buy |
381,100
+22,548
| +6% | +$934K | 0.77% | 29 |
|
|
2018
Q3 | $15M | Buy |
358,552
+57,819
| +19% | +$2.42M | 0.72% | 22 |
|
|
2018
Q2 | $10.4M | Buy |
300,733
+60,264
| +25% | +$2.07M | 0.62% | 25 |
|
|
2018
Q1 | $8.1M | Buy |
240,469
+1,573
| +0.7% | +$53K | 0.55% | 32 |
|
|
2017
Q4 | $8.21M | Buy |
238,896
+27,381
| +13% | +$941K | 0.63% | 30 |
|
|
2017
Q3 | $7.16M | Buy |
211,515
+9,417
| +5% | +$319K | 0.73% | 27 |
|
|
2017
Q2 | $6.44M | Buy |
202,098
+30,433
| +18% | +$970K | 0.72% | 32 |
|
|
2017
Q1 | $5.57M | Buy |
171,665
+113,447
| +195% | +$3.68M | 0.84% | 32 |
|
|
2016
Q4 | $1.79M | Buy |
+58,218
| New | +$1.79M | 0.82% | 25 |
|