Sutton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $339K | Buy |
10,214
+425
| +4% | +$15K | 0.17% | 80 |
|
|
2023
Q2 | $359K | Sell |
9,789
-1,806
| -16% | -$70.3K | 0.17% | 76 |
|
|
2023
Q1 | $473K | Sell |
11,595
-10,129
| -47% | -$437K | 0.25% | 66 |
|
|
2022
Q4 | $1.11M | Sell |
21,724
-2,334
| -10% | -$112K | 0.42% | 41 |
|
|
2022
Q3 | $1.05M | Buy |
24,058
+3,233
| +16% | +$157K | 0.43% | 41 |
|
|
2022
Q2 | $1.09M | Buy |
20,825
+547
| +3% | +$27.9K | 0.43% | 43 |
|
|
2022
Q1 | $1.05M | Buy |
20,278
+343
| +2% | +$17.8K | 0.36% | 48 |
|
|
2021
Q4 | $1.18M | Buy |
19,935
+615
| +3% | +$30.5K | 0.39% | 47 |
|
|
2021
Q3 | $831K | Sell |
19,320
-16
| -0.1% | -$709 | 0.31% | 56 |
|
|
2021
Q2 | $757K | Sell |
19,336
-250
| -1% | -$9.72K | 0.28% | 63 |
|
|
2021
Q1 | $710K | Sell |
19,586
-18
| -0.1% | -$639 | 0.28% | 63 |
|
|
2020
Q4 | $722K | Sell |
19,604
-1,136
| -5% | -$41.7K | 0.31% | 58 |
|
|
2020
Q3 | $722K | Buy |
20,740
+124
| +0.6% | +$4.35K | 0.35% | 51 |
|
|
2020
Q2 | $640K | Sell |
20,616
-186
| -0.9% | -$6.32K | 0.33% | 52 |
|
|
2020
Q1 | $644K | Buy |
20,802
+247
| +1% | +$8.42K | 0.41% | 48 |
|
|
2019
Q4 | $764K | Sell |
20,555
-352
| -2% | -$12.5K | 0.39% | 49 |
|
|
2019
Q3 | $713K | Buy |
20,907
+619
| +3% | +$22.5K | 0.4% | 48 |
|
|
2019
Q2 | $834K | Buy |
20,288
+118
| +0.6% | +$4.69K | 0.48% | 41 |
|
|
2019
Q1 | $813K | Sell |
20,170
-417
| -2% | -$16.7K | 0.47% | 41 |
|
|
2018
Q4 | $853K | Buy |
20,587
+297
| +1% | +$12.3K | 0.55% | 34 |
|
|
2018
Q3 | $848K | Sell |
20,290
-1,096
| -5% | -$42.2K | 0.56% | 26 |
|
|
2018
Q2 | $736K | Sell |
21,386
-106
| -0.5% | -$3.62K | 0.51% | 30 |
|
|
2018
Q1 | $724K | Buy |
21,492
+316
| +1% | +$10.9K | 0.52% | 31 |
|
|
2017
Q4 | $728K | Hold |
21,176
| – | – | 0.53% | 28 |
|
|
2017
Q3 | $717K | Sell |
21,176
-44
| -0.2% | -$1.41K | 0.55% | 29 |
|
|
2017
Q2 | $676K | Hold |
21,220
| – | – | 0.54% | 33 |
|
|
2017
Q1 | $689K | Buy |
21,220
+133
| +0.6% | +$4.19K | 0.58% | 28 |
|
|
2016
Q4 | $650K | Buy |
21,087
+123
| +0.6% | +$3.75K | 0.58% | 25 |
|
|
2016
Q3 | $674K | Buy |
20,964
+158
| +0.8% | +$5.28K | 0.61% | 23 |
|
|
2016
Q2 | $695K | Buy |
20,806
+246
| +1% | +$7.85K | 0.66% | 23 |
|
|
2016
Q1 | $578K | Buy |
+20,560
| New | +$587K | 0.55% | 28 |
|
Other funds holding PFE
Sutton Wealth Advisors's PFE Position: Q3 2023 in Review
Sutton Wealth Advisors increased its Pfizer (PFE) stake by 4.3% in Q3 2023, buying an estimated $15K and bringing the position to 10,214 shares worth $339K. The position accounts for 0.17% of the portfolio, ranked #80.
Sutton Wealth Advisors first reported a position in PFE in Q1 2016 and has held it in 31 quarters since. The position peaked at $1.18M in Q4 2021. 2,926 funds tracked by Wall St. Rank hold PFE as of Q3 2023.
- Sutton Wealth Advisors held 10,214 shares of Pfizer worth $339K as of Q3 2023.
- Sutton Wealth Advisors bought 425 Pfizer shares in Q3 2023, an estimated $15K.
- Pfizer made up 0.17% of Sutton Wealth Advisors's portfolio in Q3 2023, its #80 holding.
- Sutton Wealth Advisors first reported a position in Pfizer in Q1 2016 and has held it in 31 quarters since.
- Sutton Wealth Advisors's Pfizer position peaked at $1.18M in Q4 2021.
- 2,926 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.
Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.