SW
SVB Wealth’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Buy |
+168,082
| New | +$4.07M | 0.22% | 95 |
|
|
2025
Q1 | – | Sell |
-522,919
| Closed | -$13.9M | – | 1711 |
|
|
2024
Q4 | $13.9M | Buy |
+522,919
| New | +$13.9M | 0.26% | 59 |
|
|
2024
Q3 | – | Sell |
-569,574
| Closed | -$15.9M | – | 435 |
|
|
2024
Q2 | $15.9M | Sell |
569,574
-25,525
| -4% | -$714K | 0.39% | 55 |
|
|
2024
Q1 | $16.5M | Buy |
595,099
+12,539
| +2% | +$348K | 0.37% | 68 |
|
|
2023
Q4 | $16.8M | Sell |
582,560
-35,727
| -6% | -$1.03M | 0.41% | 62 |
|
|
2023
Q3 | $20.5M | Sell |
618,287
-24,628
| -4% | -$817K | 0.45% | 48 |
|
|
2023
Q2 | $23.6M | Buy |
642,915
+211,450
| +49% | +$7.76M | 0.43% | 45 |
|
|
2023
Q1 | $17.6M | Sell |
431,465
-37,165
| -8% | -$1.52M | 0.25% | 86 |
|
|
2022
Q4 | $24M | Sell |
468,630
-1,287
| -0.3% | -$65.9K | 0.32% | 63 |
|
|
2022
Q3 | $20.6M | Buy |
469,917
+22,935
| +5% | +$1M | 0.3% | 65 |
|
|
2022
Q2 | $23.4M | Buy |
446,982
+2,312
| +0.5% | +$121K | 0.36% | 58 |
|
|
2022
Q1 | $23M | Buy |
444,670
+7,768
| +2% | +$402K | 0.31% | 62 |
|
|
2021
Q4 | $25.8M | Sell |
436,902
-4,075
| -0.9% | -$241K | 0.42% | 56 |
|
|
2021
Q3 | $19M | Sell |
440,977
-5,909
| -1% | -$254K | 0.24% | 77 |
|
|
2021
Q2 | $17.5M | Sell |
446,886
-7,392
| -2% | -$289K | 0.22% | 87 |
|
|
2021
Q1 | $16.5M | Sell |
454,278
-16,391
| -3% | -$594K | 0.23% | 81 |
|
|
2020
Q4 | $17.3M | Sell |
470,669
-2,419
| -0.5% | -$89K | 0.25% | 75 |
|
|
2020
Q3 | $17.4M | Sell |
473,088
-3,049
| -0.6% | -$112K | 0.29% | 63 |
|
|
2020
Q2 | $15.6M | Buy |
476,137
+776
| +0.2% | +$25.4K | 0.29% | 61 |
|
|
2020
Q1 | $15.5M | Sell |
475,361
-58,437
| -11% | -$1.91M | 0.38% | 47 |
|
|
2019
Q4 | $20.9M | Sell |
533,798
-8,293
| -2% | -$325K | 0.38% | 53 |
|
|
2019
Q3 | $19.5M | Sell |
542,091
-107,472
| -17% | -$3.86M | 0.39% | 52 |
|
|
2019
Q2 | $28.1M | Sell |
649,563
-228,271
| -26% | -$9.89M | 0.95% | 24 |
|
|
2019
Q1 | $37.3M | Sell |
877,834
-28,132
| -3% | -$1.19M | 1.47% | 14 |
|
|
2018
Q4 | $39.5M | Sell |
905,966
-6,986
| -0.8% | -$305K | 1.69% | 11 |
|
|
2018
Q3 | $40.2M | Sell |
912,952
-3,550
| -0.4% | -$156K | 1.42% | 11 |
|
|
2018
Q2 | $33.3M | Sell |
916,502
-33,979
| -4% | -$1.23M | 1.28% | 14 |
|
|
2018
Q1 | $33.7M | Sell |
950,481
-15,864
| -2% | -$563K | 1.29% | 12 |
|
|
2017
Q4 | $35M | Sell |
966,345
-13,600
| -1% | -$493K | 1.32% | 12 |
|
|
2017
Q3 | $35M | Buy |
979,945
+7,103
| +0.7% | +$254K | 1.35% | 11 |
|
|
2017
Q2 | $32.7M | Buy |
972,842
+4,636
| +0.5% | +$156K | 1.28% | 14 |
|
|
2017
Q1 | $33.1M | Sell |
968,206
-31,569
| -3% | -$1.08M | 1.32% | 12 |
|
|
2016
Q4 | $32.5M | Buy |
999,775
+36,598
| +4% | +$1.19M | 1.34% | 12 |
|
|
2016
Q3 | $32.6M | Buy |
963,177
+23,115
| +2% | +$783K | 1.33% | 10 |
|
|
2016
Q2 | $33.1M | Sell |
940,062
-3,226
| -0.3% | -$114K | 1.35% | 10 |
|
|
2016
Q1 | $28M | Buy |
943,288
+15,502
| +2% | +$459K | 1.14% | 18 |
|
|
2015
Q4 | $29.9M | Sell |
927,786
-145,997
| -14% | -$4.71M | 1.18% | 16 |
|
|
2015
Q3 | $33.7M | Sell |
1,073,783
-137,354
| -11% | -$4.31M | 1.31% | 11 |
|
|
2015
Q2 | $40.6M | Sell |
1,211,137
-47,738
| -4% | -$1.6M | 1.34% | 7 |
|
|
2015
Q1 | $43.8M | Buy |
1,258,875
+783
| +0.1% | +$27.2K | 1.41% | 7 |
|
|
2014
Q4 | $39.2M | Buy |
+1,258,092
| New | +$39.2M | 1.27% | 13 |
|