Summit Financial Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $885K | Sell |
31,902
-350
| -1% | -$9.71K | 0.31% | 89 |
|
|
2023
Q4 | $929K | Buy |
32,252
+140
| +0.4% | +$4.03K | 0.36% | 84 |
|
|
2023
Q3 | $1.07M | Sell |
32,112
-2,360
| -7% | -$78.3K | 0.45% | 66 |
|
|
2023
Q2 | $1.26M | Sell |
34,472
-1,855
| -5% | -$68K | 0.49% | 58 |
|
|
2023
Q1 | $1.48M | Sell |
36,327
-294
| -0.8% | -$12K | 0.56% | 50 |
|
|
2022
Q4 | $1.88M | Sell |
36,621
-1,067
| -3% | -$54.7K | 0.74% | 38 |
|
|
2022
Q3 | $1.65M | Sell |
37,688
-460
| -1% | -$20.1K | 0.68% | 40 |
|
|
2022
Q2 | $2M | Sell |
38,148
-150
| -0.4% | -$7.86K | 0.77% | 37 |
|
|
2022
Q1 | $1.98M | Buy |
38,298
+2,950
| +8% | +$153K | 0.67% | 43 |
|
|
2021
Q4 | $2.09M | Buy |
35,348
+730
| +2% | +$43.1K | 0.68% | 42 |
|
|
2021
Q3 | $1.49M | Hold |
34,618
| – | – | 0.54% | 53 |
|
|
2021
Q2 | $1.36M | Buy |
34,618
+250
| +0.7% | +$9.79K | 0.51% | 59 |
|
|
2021
Q1 | $1.25M | Sell |
34,368
-225
| -0.7% | -$8.15K | 0.52% | 55 |
|
|
2020
Q4 | $1.27M | Sell |
34,593
-2,132
| -6% | -$78.5K | 0.56% | 54 |
|
|
2020
Q3 | $1.28M | Hold |
36,725
| – | – | 0.63% | 44 |
|
|
2020
Q2 | $1.14M | Buy |
36,725
+1,769
| +5% | +$54.9K | 0.59% | 45 |
|
|
2020
Q1 | $1.08M | Sell |
34,956
-44
| -0.1% | -$1.36K | 0.65% | 40 |
|
|
2019
Q4 | $1.3M | Sell |
35,000
-669
| -2% | -$24.9K | 0.62% | 42 |
|
|
2019
Q3 | $1.22M | Sell |
35,669
-4,661
| -12% | -$159K | 0.62% | 45 |
|
|
2019
Q2 | $1.66M | Sell |
40,330
-6,333
| -14% | -$260K | 0.75% | 39 |
|
|
2019
Q1 | $1.88M | Hold |
46,663
| – | – | 1.47% | 21 |
|
|
2018
Q4 | $1.93M | Hold |
46,663
| – | – | 1.64% | 18 |
|
|
2018
Q3 | $1.95M | Sell |
46,663
-50
| -0.1% | -$2.09K | 1.45% | 20 |
|
|
2018
Q2 | $1.61M | Hold |
46,713
| – | – | 1.25% | 24 |
|
|
2018
Q1 | $1.57M | Buy |
46,713
+1,897
| +4% | +$63.9K | 1.23% | 25 |
|
|
2017
Q4 | $1.54M | Sell |
44,816
-1,581
| -3% | -$54.3K | 1.26% | 23 |
|
|
2017
Q3 | $1.57M | Buy |
46,397
+2,054
| +5% | +$69.6K | 1.31% | 20 |
|
|
2017
Q2 | $1.41M | Buy |
+44,343
| New | +$1.41M | 1.22% | 21 |
|