TCI Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $428K | Sell |
17,650
-1,042
| -6% | -$25.3K | 0.03% | 156 |
|
2025
Q1 | $474K | Sell |
18,692
-1,014
| -5% | -$25.7K | 0.04% | 131 |
|
2024
Q4 | $523K | Buy |
19,706
+4,506
| +30% | +$120K | 0.04% | 120 |
|
2024
Q3 | $440K | Buy |
15,200
+570
| +4% | +$16.5K | 0.04% | 146 |
|
2024
Q2 | $409K | Buy |
14,630
+805
| +6% | +$22.5K | 0.04% | 139 |
|
2024
Q1 | $384K | Sell |
13,825
-1,402
| -9% | -$38.9K | 0.04% | 143 |
|
2023
Q4 | $438K | Buy |
15,227
+682
| +5% | +$19.6K | 0.05% | 128 |
|
2023
Q3 | $482K | Sell |
14,545
-2,331
| -14% | -$77.3K | 0.06% | 110 |
|
2023
Q2 | $619K | Buy |
16,876
+28
| +0.2% | +$1.03K | 0.08% | 98 |
|
2023
Q1 | $687K | Sell |
16,848
-4,082
| -20% | -$167K | 0.09% | 87 |
|
2022
Q4 | $1.07M | Buy |
20,930
+395
| +2% | +$20.2K | 0.15% | 60 |
|
2022
Q3 | $899K | Sell |
20,535
-66
| -0.3% | -$2.89K | 0.15% | 63 |
|
2022
Q2 | $1.08M | Buy |
20,601
+1,539
| +8% | +$80.7K | 0.17% | 59 |
|
2022
Q1 | $987K | Buy |
19,062
+1,513
| +9% | +$78.3K | 0.15% | 66 |
|
2021
Q4 | $1.04M | Sell |
17,549
-1,665
| -9% | -$98.3K | 0.15% | 64 |
|
2021
Q3 | $826K | Buy |
19,214
+1,388
| +8% | +$59.7K | 0.13% | 70 |
|
2021
Q2 | $698K | Sell |
17,826
-1,983
| -10% | -$77.6K | 0.12% | 78 |
|
2021
Q1 | $718K | Sell |
19,809
-409
| -2% | -$14.8K | 0.3% | 65 |
|
2020
Q4 | $744K | Sell |
20,218
-49,126
| -71% | -$1.81M | 0.33% | 58 |
|
2020
Q3 | $2.42M | Sell |
69,344
-1,269
| -2% | -$44.2K | 0.95% | 19 |
|
2020
Q2 | $2.19M | Buy |
70,613
+358
| +0.5% | +$11.1K | 0.94% | 24 |
|
2020
Q1 | $2.18M | Sell |
70,255
-1,747
| -2% | -$54.1K | 1.07% | 20 |
|
2019
Q4 | $2.68M | Buy |
72,002
+75
| +0.1% | +$2.79K | 1.04% | 16 |
|
2019
Q3 | $2.45M | Sell |
71,927
-576
| -0.8% | -$19.6K | 1.09% | 18 |
|
2019
Q2 | $2.98M | Sell |
72,503
-820
| -1% | -$33.7K | 1.34% | 15 |
|
2019
Q1 | $2.95M | Buy |
73,323
+258
| +0.4% | +$10.4K | 1.3% | 17 |
|
2018
Q4 | $3.03M | Buy |
73,065
+14
| +0% | +$580 | 1.47% | 14 |
|
2018
Q3 | $3.05M | Sell |
73,051
-978
| -1% | -$40.9K | 1.28% | 17 |
|
2018
Q2 | $2.55M | Buy |
74,029
+263
| +0.4% | +$9.05K | 1.13% | 19 |
|
2018
Q1 | $2.48M | Sell |
73,766
-1,367
| -2% | -$46K | 1.15% | 19 |
|
2017
Q4 | $2.58M | Buy |
75,133
+1,449
| +2% | +$49.8K | 1.13% | 18 |
|
2017
Q3 | $2.5M | Buy |
73,684
+110
| +0.1% | +$3.73K | 1.22% | 18 |
|
2017
Q2 | $2.35M | Buy |
73,574
+50
| +0.1% | +$1.59K | 1.2% | 19 |
|
2017
Q1 | $2.39M | Buy |
73,524
+1,048
| +1% | +$34K | 1.24% | 20 |
|
2016
Q4 | $2.23M | Buy |
72,476
+370
| +0.5% | +$11.4K | 1.17% | 20 |
|
2016
Q3 | $2.32M | Sell |
72,106
-204
| -0.3% | -$6.56K | 1.26% | 19 |
|
2016
Q2 | $2.42M | Sell |
72,310
-1,678
| -2% | -$56.1K | 1.34% | 20 |
|
2016
Q1 | $2.08M | Sell |
73,988
-2,354
| -3% | -$66.2K | 1.15% | 21 |
|
2015
Q4 | $2.34M | Sell |
76,342
-264
| -0.3% | -$8.09K | 1.3% | 18 |
|
2015
Q3 | $2.28M | Buy |
76,606
+2,413
| +3% | +$71.9K | 1.38% | 16 |
|
2015
Q2 | $2.36M | Buy |
74,193
+896
| +1% | +$28.5K | 1.35% | 17 |
|
2015
Q1 | $2.42M | Buy |
73,297
+3,529
| +5% | +$116K | 1.52% | 15 |
|
2014
Q4 | $2.06M | Buy |
69,768
+1,242
| +2% | +$36.7K | 1.28% | 17 |
|
2014
Q3 | $1.92M | Buy |
68,526
+1,570
| +2% | +$44K | 1.21% | 21 |
|
2014
Q2 | $1.89M | Sell |
66,956
-206
| -0.3% | -$5.8K | 1.13% | 22 |
|
2014
Q1 | $2.05M | Sell |
67,162
-3,764
| -5% | -$115K | 1.33% | 16 |
|
2013
Q4 | $2.06M | Buy |
70,926
+3,904
| +6% | +$113K | 1.29% | 16 |
|
2013
Q3 | $1.83M | Sell |
67,022
-9,830
| -13% | -$268K | 1.39% | 14 |
|
2013
Q2 | $2.04M | Buy |
+76,852
| New | +$2.04M | 1.55% | 12 |
|