Strategic Wealth Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Buy |
+11,314
| New | +$274K | 0.02% | 283 |
|
|
2024
Q4 | $442K | Buy |
17,234
+3,125
| +22% | +$80.1K | 0.04% | 219 |
|
|
2024
Q3 | $408K | Sell |
14,109
-23,723
| -63% | -$687K | 0.04% | 221 |
|
|
2024
Q2 | $1.06M | Buy |
+37,832
| New | +$1.06M | 0.11% | 131 |
|
|
2023
Q4 | – | Sell |
-10,379
| Closed | -$344K | – | 292 |
|
|
2023
Q3 | $344K | Sell |
10,379
-3,252
| -24% | -$108K | 0.05% | 234 |
|
|
2023
Q2 | $500K | Sell |
13,631
-40,541
| -75% | -$1.49M | 0.06% | 205 |
|
|
2023
Q1 | $2.21M | Buy |
54,172
+4,288
| +9% | +$175K | 0.34% | 84 |
|
|
2022
Q4 | $2.56M | Sell |
49,884
-9,468
| -16% | -$485K | 0.47% | 65 |
|
|
2022
Q3 | $2.6M | Buy |
59,352
+1,549
| +3% | +$67.8K | 0.55% | 54 |
|
|
2022
Q2 | $3.03M | Buy |
57,803
+22,163
| +62% | +$1.16M | 0.65% | 48 |
|
|
2022
Q1 | $1.85M | Buy |
35,640
+8,682
| +32% | +$449K | 0.36% | 94 |
|
|
2021
Q4 | $1.59M | Buy |
26,958
+21,364
| +382% | +$1.26M | 0.3% | 107 |
|
|
2021
Q3 | $241K | Buy |
5,594
+42
| +0.8% | +$1.81K | 0.07% | 215 |
|
|
2021
Q2 | $217K | Sell |
5,552
-47
| -0.8% | -$1.84K | 0.07% | 213 |
|
|
2021
Q1 | $203K | Hold |
5,599
| – | – | 0.08% | 183 |
|
|
2020
Q4 | $206K | Sell |
5,599
-408
| -7% | -$15K | 0.09% | 170 |
|
|
2020
Q3 | $209K | Sell |
6,007
-680
| -10% | -$23.7K | 0.11% | 145 |
|
|
2020
Q2 | $207K | Sell |
6,687
-6,971
| -51% | -$216K | 0.11% | 126 |
|
|
2020
Q1 | $508K | Hold |
13,658
| – | – | 0.26% | 92 |
|
|
2019
Q4 | $508K | Sell |
13,658
-2,567
| -16% | -$95.5K | 0.26% | 92 |
|
|
2019
Q3 | $9.59K | Sell |
16,225
-15,432
| -49% | -$9.12K | 0.05% | 143 |
|
|
2019
Q2 | $1.3M | Sell |
31,657
-8,973
| -22% | -$369K | 0.63% | 45 |
|
|
2019
Q1 | $1.65M | Sell |
40,630
-2,122
| -5% | -$86.2K | 0.76% | 33 |
|
|
2018
Q4 | $1.76M | Sell |
42,752
-3,513
| -8% | -$145K | 0.89% | 21 |
|
|
2018
Q3 | $1.93M | Buy |
46,265
+2,477
| +6% | +$104K | 1.03% | 18 |
|
|
2018
Q2 | $1.51M | Sell |
43,788
-20,997
| -32% | -$723K | 0.87% | 22 |
|
|
2018
Q1 | $2.18M | Buy |
64,785
+239
| +0.4% | +$8.05K | 1.12% | 20 |
|
|
2017
Q4 | $2.16M | Buy |
+64,546
| New | +$2.16M | 1.2% | 20 |
|