Strategic 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 | $1.06M | Sell |
43,962
-3,036
| -6% | -$73.4K | 0.1% | 92 |
|
2025
Q1 | $1.19M | Sell |
46,998
-39,033
| -45% | -$989K | 0.13% | 91 |
|
2024
Q4 | $2.28M | Sell |
86,031
-4,293
| -5% | -$114K | 0.24% | 55 |
|
2024
Q3 | $2.61M | Buy |
90,324
+4,103
| +5% | +$119K | 0.29% | 53 |
|
2024
Q2 | $2.41M | Buy |
86,221
+732
| +0.9% | +$20.5K | 0.29% | 53 |
|
2024
Q1 | $2.37M | Buy |
85,489
+1,900
| +2% | +$52.7K | 0.3% | 50 |
|
2023
Q4 | $2.41M | Sell |
83,589
-5,165
| -6% | -$149K | 0.35% | 49 |
|
2023
Q3 | $2.94M | Sell |
88,754
-2,940
| -3% | -$97.5K | 0.48% | 40 |
|
2023
Q2 | $3.36M | Sell |
91,694
-2,423
| -3% | -$88.9K | 0.47% | 28 |
|
2023
Q1 | $3.84M | Buy |
94,117
+22,879
| +32% | +$933K | 0.69% | 26 |
|
2022
Q4 | $3.65M | Buy |
71,238
+3,122
| +5% | +$160K | 0.76% | 27 |
|
2022
Q3 | $2.98M | Buy |
68,116
+3,473
| +5% | +$152K | 0.67% | 29 |
|
2022
Q2 | $3.39M | Buy |
64,643
+9,401
| +17% | +$493K | 0.68% | 29 |
|
2022
Q1 | $2.86M | Buy |
55,242
+1,264
| +2% | +$65.4K | 0.54% | 34 |
|
2021
Q4 | $3.19M | Sell |
53,978
-373
| -0.7% | -$22K | 0.62% | 34 |
|
2021
Q3 | $2.34M | Buy |
54,351
+1,596
| +3% | +$68.7K | 0.51% | 38 |
|
2021
Q2 | $2.07M | Buy |
52,755
+257
| +0.5% | +$10.1K | 0.47% | 39 |
|
2021
Q1 | $1.9M | Buy |
52,498
+10,220
| +24% | +$370K | 0.49% | 43 |
|
2020
Q4 | $1.56M | Buy |
42,278
+20,294
| +92% | +$747K | 0.45% | 51 |
|
2020
Q3 | $763K | Buy |
21,984
+2,509
| +13% | +$87.1K | 0.26% | 74 |
|
2020
Q2 | $604K | Buy |
19,475
+790
| +4% | +$24.5K | 0.23% | 78 |
|
2020
Q1 | $579K | Buy |
18,685
+3,833
| +26% | +$119K | 0.27% | 72 |
|
2019
Q4 | $552K | Buy |
14,852
+6,201
| +72% | +$230K | 0.23% | 74 |
|
2019
Q3 | $295K | Buy |
+8,651
| New | +$295K | 0.14% | 116 |
|
2019
Q2 | – | Sell |
-6,222
| Closed | -$251K | – | 164 |
|
2019
Q1 | $251K | Buy |
6,222
+135
| +2% | +$5.45K | 0.17% | 105 |
|
2018
Q4 | $252K | Buy |
+6,087
| New | +$252K | 0.23% | 89 |
|