SFWA
Summit Financial Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.7M | Sell |
106,558
-454
| -0.4% | -$11.5K | 0.54% | 37 |
|
|
2024
Q4 | $2.8M | Buy |
107,012
+28,815
| +37% | +$755K | 0.55% | 37 |
|
|
2024
Q3 | $2.26M | Buy |
78,197
+9,020
| +13% | +$261K | 0.42% | 40 |
|
|
2024
Q2 | $1.94M | Buy |
69,177
+37,875
| +121% | +$1.06M | 0.39% | 39 |
|
|
2024
Q1 | $869K | Buy |
31,302
+19,142
| +157% | +$531K | 0.18% | 58 |
|
|
2023
Q4 | $350K | Buy |
12,160
+2,393
| +25% | +$68.9K | 0.08% | 93 |
|
|
2023
Q3 | $305K | Sell |
9,767
-2,653
| -21% | -$82.9K | 0.08% | 94 |
|
|
2023
Q2 | $456K | Buy |
12,420
+4,415
| +55% | +$162K | 0.11% | 76 |
|
|
2023
Q1 | $327K | Buy |
8,005
+603
| +8% | +$24.6K | 0.08% | 103 |
|
|
2022
Q4 | $379K | Hold |
7,402
| – | – | 0.09% | 94 |
|
|
2022
Q3 | $339K | Sell |
7,402
-128,450
| -95% | -$5.88M | 0.1% | 89 |
|
|
2022
Q2 | $7.03M | Buy |
135,852
+1,378
| +1% | +$71.3K | 1.68% | 22 |
|
|
2022
Q1 | $6.96M | Sell |
134,474
-31,267
| -19% | -$1.62M | 1.41% | 28 |
|
|
2021
Q4 | $9.04M | Buy |
165,741
+7,553
| +5% | +$412K | 1.75% | 16 |
|
|
2021
Q3 | $6.8M | Buy |
158,188
+2,002
| +1% | +$86.1K | 1.54% | 21 |
|
|
2021
Q2 | $6.12M | Buy |
156,186
+4,848
| +3% | +$190K | 1.38% | 25 |
|
|
2021
Q1 | $5.57M | Buy |
151,338
+2,924
| +2% | +$108K | 1.42% | 24 |
|
|
2020
Q4 | $5.45M | Sell |
148,414
-4,104
| -3% | -$151K | 1.49% | 22 |
|
|
2020
Q3 | $5.53M | Sell |
152,518
-277
| -0.2% | -$10K | 1.47% | 22 |
|
|
2020
Q2 | $5.16M | Buy |
152,795
+2,508
| +2% | +$84.6K | 1.38% | 23 |
|
|
2020
Q1 | $5.2M | Sell |
150,287
-9,721
| -6% | -$336K | 1.64% | 17 |
|
|
2019
Q4 | $6.43M | Buy |
160,008
+2,629
| +2% | +$106K | 1.56% | 17 |
|
|
2019
Q3 | $5.68M | Buy |
157,379
+6,880
| +5% | +$248K | 1.39% | 19 |
|
|
2019
Q2 | $6.52M | Buy |
150,499
+10,821
| +8% | +$469K | 1.6% | 12 |
|
|
2019
Q1 | $5.98M | Buy |
139,678
+6,390
| +5% | +$274K | 1.58% | 14 |
|
|
2018
Q4 | $5.82M | Sell |
133,288
-17,711
| -12% | -$773K | 1.89% | 11 |
|
|
2018
Q3 | $6.51M | Buy |
150,999
+54,508
| +56% | +$2.35M | 1.95% | 8 |
|
|
2018
Q2 | $3.42M | Sell |
96,491
-1,940
| -2% | -$68.8K | 1.14% | 27 |
|
|
2018
Q1 | $3.49M | Buy |
98,431
+12,582
| +15% | +$446K | 1.15% | 27 |
|
|
2017
Q4 | $3.11M | Buy |
85,849
+9,266
| +12% | +$336K | 1.07% | 28 |
|
|
2017
Q3 | $2.73M | Buy |
76,583
+11,443
| +18% | +$409K | 0.99% | 31 |
|
|
2017
Q2 | $2.19M | Buy |
65,140
+14,247
| +28% | +$479K | 0.87% | 36 |
|
|
2017
Q1 | $1.74M | Sell |
50,893
-1,547
| -3% | -$52.9K | 0.76% | 40 |
|
|
2016
Q4 | $1.7M | Sell |
52,440
-10,216
| -16% | -$332K | 0.75% | 41 |
|
|
2016
Q3 | $2.12M | Buy |
62,656
+15,141
| +32% | +$513K | 0.92% | 36 |
|
|
2016
Q2 | $1.67M | Buy |
47,515
+23,302
| +96% | +$820K | 0.7% | 40 |
|
|
2016
Q1 | $718K | Buy |
24,213
+3,482
| +17% | +$103K | 0.31% | 65 |
|
|
2015
Q4 | $669K | Buy |
20,731
+6,194
| +43% | +$200K | 0.31% | 64 |
|
|
2015
Q3 | $456K | Sell |
14,537
-600
| -4% | -$18.8K | 0.29% | 57 |
|
|
2015
Q2 | $507K | Buy |
15,137
+800
| +6% | +$26.8K | 0.31% | 56 |
|
|
2015
Q1 | $481K | Buy |
14,337
+247
| +2% | +$8.29K | 0.33% | 45 |
|
|
2014
Q4 | $439K | Buy |
+14,090
| New | +$439K | 0.3% | 45 |
|