Strategic Family Wealth Counselors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26M | Buy |
175,700
+334
| +0.2% | +$8.1K | 1.21% | 29 |
|
|
2025
Q1 | $4.44M | Sell |
175,366
-70
| -0% | -$1.77K | 1.44% | 25 |
|
|
2024
Q4 | $4.65M | Sell |
175,436
-231
| -0.1% | -$6.13K | 1.52% | 24 |
|
|
2024
Q3 | $5.08M | Buy |
175,667
+368
| +0.2% | +$10.7K | 1.78% | 21 |
|
|
2024
Q2 | $4.9M | Sell |
175,299
-160
| -0.1% | -$4.48K | 1.87% | 21 |
|
|
2024
Q1 | $4.87M | Sell |
175,459
-52
| -0% | -$1.44K | 1.92% | 19 |
|
|
2023
Q4 | $5.05M | Buy |
175,511
+10
| +0% | +$288 | 2.12% | 18 |
|
|
2023
Q3 | $5.82M | Sell |
175,501
-8
| -0% | -$265 | 2.8% | 11 |
|
|
2023
Q2 | $6.44M | Sell |
175,509
-13
| -0% | -$477 | 2.96% | 11 |
|
|
2023
Q1 | $7.16M | Sell |
175,522
-565
| -0.3% | -$23.1K | 3.39% | 5 |
|
|
2022
Q4 | $9.02M | Buy |
176,087
+566
| +0.3% | +$29K | 4.47% | 4 |
|
|
2022
Q3 | $7.68M | Buy |
175,521
+57
| +0% | +$2.49K | 3.77% | 5 |
|
|
2022
Q2 | $9.2M | Buy |
175,464
+230
| +0.1% | +$12.1K | 4.41% | 4 |
|
|
2022
Q1 | $9.07M | Hold |
175,234
| – | – | 3.66% | 5 |
|
|
2021
Q4 | $10.3M | Sell |
175,234
-133
| -0.1% | -$7.85K | 3.32% | 5 |
|
|
2021
Q3 | $7.54M | Buy |
175,367
+2,500
| +1% | +$108K | 2.58% | 9 |
|
|
2021
Q2 | $6.77M | Hold |
172,867
| – | – | 2.21% | 11 |
|
|
2021
Q1 | $6.26M | Hold |
172,867
| – | – | 2.36% | 10 |
|
|
2020
Q4 | $6.36M | Sell |
172,867
-9,335
| -5% | -$344K | 3.28% | 6 |
|
|
2020
Q3 | $6.34M | Sell |
182,202
-420
| -0.2% | -$14.6K | 3.56% | 7 |
|
|
2020
Q2 | $5.67M | Buy |
182,622
+420
| +0.2% | +$13K | 3.57% | 7 |
|
|
2020
Q1 | $5.64M | Buy |
182,202
+288
| +0.2% | +$8.92K | 4.22% | 5 |
|
|
2019
Q4 | $6.76M | Sell |
181,914
-205
| -0.1% | -$7.62K | 5.46% | 4 |
|
|
2019
Q3 | $6.21M | Sell |
182,119
-249
| -0.1% | -$8.49K | 4.7% | 5 |
|
|
2019
Q2 | $7.5M | Sell |
182,368
-2,726
| -1% | -$112K | 5.8% | 4 |
|
|
2019
Q1 | $7.46M | Buy |
185,094
+3
| +0% | +$121 | 6.03% | 3 |
|
|
2018
Q4 | $7.67M | Buy |
+185,091
| New | +$7.67M | 8.68% | 2 |
|