Summit Financial Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.44M | Sell |
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|
2025
Q2 | $2.53M | Sell |
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|
2025
Q1 | $2.7M | Sell |
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|
2024
Q4 | $2.8M | Buy |
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|
2024
Q3 | $2.26M | Buy |
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|
2024
Q2 | $1.94M | Buy |
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|
2024
Q1 | $869K | Buy |
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|
2023
Q4 | $350K | Buy |
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|
2023
Q3 | $305K | Sell |
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|
2023
Q2 | $456K | Buy |
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|
2023
Q1 | $327K | Buy |
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|
2022
Q4 | $379K | Hold |
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|
2022
Q3 | $339K | Sell |
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|
2022
Q2 | $7.03M | Buy |
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|
2022
Q1 | $6.96M | Sell |
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|
2021
Q4 | $9.04M | Buy |
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|
2021
Q3 | $6.8M | Buy |
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|
2021
Q2 | $6.12M | Buy |
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|
2021
Q1 | $5.57M | Buy |
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|
2020
Q4 | $5.45M | Sell |
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|
2020
Q3 | $5.53M | Sell |
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|
2020
Q2 | $5.16M | Buy |
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|
2020
Q1 | $5.2M | Sell |
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|
2019
Q4 | $6.43M | Buy |
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|
2019
Q3 | $5.68M | Buy |
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|
2019
Q2 | $6.52M | Buy |
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|
2019
Q1 | $5.98M | Buy |
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|
2018
Q4 | $5.82M | Sell |
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|
2018
Q3 | $6.51M | Buy |
|
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|
2018
Q2 | $3.42M | Sell |
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|
2018
Q1 | $3.49M | Buy |
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|
2017
Q4 | $3.11M | Buy |
|
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|
2017
Q3 | $2.73M | Buy |
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|
2017
Q2 | $2.19M | Buy |
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|
2017
Q1 | $1.74M | Sell |
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|
2016
Q4 | $1.7M | Sell |
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|
2016
Q3 | $2.12M | Buy |
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|
2016
Q2 | $1.67M | Buy |
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|
2016
Q1 | $718K | Buy |
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|
2015
Q4 | $669K | Buy |
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|
2015
Q3 | $456K | Sell |
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|
2015
Q2 | $507K | Buy |
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|
2015
Q1 | $481K | Buy |
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|
2014
Q4 | $439K | Buy |
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