Transamerica Financial 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 | $2.98K | Sell |
123
-56
| -31% | -$1.36K | ﹤0.01% | 371 |
|
|
2025
Q1 | $5K | Sell |
179
-1
| -0.6% | -$28 | ﹤0.01% | 365 |
|
|
2024
Q4 | $5K | Sell |
180
-107
| -37% | -$2.97K | ﹤0.01% | 359 |
|
|
2024
Q3 | $9K | Sell |
287
-42,005
| -99% | -$1.32M | ﹤0.01% | 333 |
|
|
2024
Q2 | $1.18M | Hold |
42,292
| – | – | 0.13% | 121 |
|
|
2024
Q1 | $1.17M | Sell |
42,292
-19,739
| -32% | -$548K | 0.12% | 140 |
|
|
2023
Q4 | $1.79M | Sell |
62,031
-18,356
| -23% | -$529K | 0.25% | 64 |
|
|
2023
Q3 | $2.67M | Sell |
80,387
-7,090
| -8% | -$235K | 0.36% | 44 |
|
|
2023
Q2 | $3.21M | Buy |
87,477
+2,282
| +3% | +$83.7K | 0.42% | 42 |
|
|
2023
Q1 | $3.48M | Buy |
85,195
+8,869
| +12% | +$362K | 0.46% | 38 |
|
|
2022
Q4 | $3.91M | Buy |
76,326
+8,935
| +13% | +$458K | 0.56% | 35 |
|
|
2022
Q3 | $2.95M | Buy |
67,391
+4,201
| +7% | +$184K | 0.43% | 35 |
|
|
2022
Q2 | $3.31M | Buy |
63,190
+63,177
| +485,977% | +$3.31M | 0.47% | 30 |
|
|
2022
Q1 | $1K | Hold |
13
| – | – | 0.04% | 94 |
|
|
2021
Q4 | $1K | Sell |
13
-2
| -13% | -$154 | 0.03% | 103 |
|
|
2021
Q3 | $1K | Sell |
15
-5
| -25% | -$333 | 0.03% | 102 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | 0.02% | 166 |
|
|
2021
Q1 | $1K | Buy |
20
+4
| +25% | +$200 | 0.02% | 171 |
|
|
2020
Q4 | $1K | Sell |
16
-15
| -48% | -$938 | 0.02% | 163 |
|
|
2020
Q3 | $2K | Sell |
31
-7,734
| -100% | -$499K | 0.04% | 116 |
|
|
2020
Q2 | $241K | Buy |
+7,765
| New | +$241K | 0.05% | 149 |
|
|
2019
Q3 | – | Sell |
-4,652
| Closed | -$192K | – | 405 |
|
|
2019
Q2 | $192K | Buy |
+4,652
| New | +$192K | 0.04% | 166 |
|
|
2019
Q1 | – | Sell |
-2,701
| Closed | -$112K | – | 359 |
|
|
2018
Q4 | $112K | Buy |
2,701
+962
| +55% | +$39.9K | 0.03% | 175 |
|
|
2018
Q3 | $73K | Buy |
1,739
+1,491
| +601% | +$62.6K | 0.02% | 205 |
|
|
2018
Q2 | $9K | Sell |
248
-214,558
| -100% | -$7.79M | ﹤0.01% | 266 |
|
|
2018
Q1 | $7.23M | Sell |
214,806
-16,185
| -7% | -$545K | 1.07% | 24 |
|
|
2017
Q4 | $7.94M | Sell |
230,991
-3,268
| -1% | -$112K | 1.05% | 22 |
|
|
2017
Q3 | $7.94M | Sell |
234,259
-6,053
| -3% | -$205K | 0.98% | 20 |
|
|
2017
Q2 | $7.66M | Buy |
240,312
+56,480
| +31% | +$1.8M | 1.04% | 23 |
|
|
2017
Q1 | $5.97M | Sell |
183,832
-370
| -0.2% | -$12K | 0.71% | 41 |
|
|
2016
Q4 | $5.68M | Buy |
184,202
+2,245
| +1% | +$69.2K | 0.68% | 47 |
|
|
2016
Q3 | $5.85M | Buy |
181,957
+16,290
| +10% | +$524K | 0.63% | 45 |
|
|
2016
Q2 | $5.54M | Sell |
165,667
-5,215
| -3% | -$174K | 0.56% | 47 |
|
|
2016
Q1 | $4.81M | Buy |
170,882
+17,946
| +12% | +$505K | 0.41% | 60 |
|
|
2015
Q4 | $4.68M | Buy |
152,936
+8,661
| +6% | +$265K | 0.34% | 58 |
|
|
2015
Q3 | $4.3M | Buy |
144,275
+6,169
| +4% | +$184K | 0.35% | 51 |
|
|
2015
Q2 | $4.39M | Buy |
138,106
+8,214
| +6% | +$261K | 0.31% | 60 |
|
|
2015
Q1 | $4.29M | Buy |
129,892
+7,750
| +6% | +$256K | 0.3% | 47 |
|
|
2014
Q4 | $3.61M | Buy |
122,142
+45,129
| +59% | +$1.33M | 0.28% | 44 |
|
|
2014
Q3 | $2.16M | Buy |
77,013
+1,288
| +2% | +$36.1K | 0.2% | 74 |
|
|
2014
Q2 | $2.13M | Buy |
75,725
+5,350
| +8% | +$151K | 0.19% | 76 |
|
|
2014
Q1 | $2.15M | Buy |
70,375
+6,506
| +10% | +$198K | 0.21% | 64 |
|
|
2013
Q4 | $1.86M | Buy |
63,869
+9,662
| +18% | +$281K | 0.2% | 63 |
|
|
2013
Q3 | $1.48M | Buy |
54,207
+12,036
| +29% | +$328K | 0.19% | 69 |
|
|
2013
Q2 | $1.12M | Buy |
+42,171
| New | +$1.12M | 0.18% | 65 |
|