Summit Place Financial 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
Q2 | – | Sell |
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|
2025
Q1 | $237K | Buy |
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|
2024
Q4 | $231K | Hold |
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|
2024
Q3 | $252K | Hold |
|
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|
2024
Q2 | $244K | Sell |
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|
2024
Q1 | $243K | Hold |
|
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|
2023
Q4 | $252K | Sell |
|
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|
2023
Q3 | $291K | Buy |
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|
2023
Q2 | $321K | Hold |
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|
2023
Q1 | $357K | Hold |
|
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|
2022
Q4 | $448K | Hold |
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|
2022
Q3 | $383K | Hold |
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|
2022
Q2 | $459K | Sell |
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|
2022
Q1 | $469K | Hold |
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|
2021
Q4 | $534K | Sell |
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|
2021
Q3 | $412K | Sell |
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|
2021
Q2 | $595K | Sell |
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|
2021
Q1 | $1.07M | Sell |
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|
2020
Q4 | $2.12M | Sell |
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|
2020
Q3 | $2.11M | Sell |
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|
2020
Q2 | $1.96M | Buy |
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|
2020
Q1 | $1.49M | Buy |
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|
2019
Q4 | $1.52M | Buy |
|