United Asset Strategies’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Sell |
24,676
-355
| -1% | -$8.61K | 0.05% | 179 |
|
|
2025
Q1 | $634K | Sell |
25,031
-6,307
| -20% | -$160K | 0.06% | 176 |
|
|
2024
Q4 | $831K | Sell |
31,338
-936
| -3% | -$24.8K | 0.08% | 146 |
|
|
2024
Q3 | $934K | Buy |
32,274
+2,141
| +7% | +$62K | 0.09% | 145 |
|
|
2024
Q2 | $843K | Sell |
30,133
-175
| -0.6% | -$4.9K | 0.08% | 145 |
|
|
2024
Q1 | $841K | Sell |
30,308
-18,097
| -37% | -$502K | 0.08% | 160 |
|
|
2023
Q4 | $1.39M | Sell |
48,405
-15,681
| -24% | -$451K | 0.16% | 120 |
|
|
2023
Q3 | $2.13M | Sell |
64,086
-38,950
| -38% | -$1.29M | 0.27% | 82 |
|
|
2023
Q2 | $3.78M | Buy |
103,036
+4,959
| +5% | +$182K | 0.47% | 58 |
|
|
2023
Q1 | $4M | Buy |
98,077
+5,789
| +6% | +$236K | 0.53% | 54 |
|
|
2022
Q4 | $4.73M | Buy |
92,288
+6,900
| +8% | +$354K | 0.66% | 51 |
|
|
2022
Q3 | $3.74M | Buy |
85,388
+4,713
| +6% | +$206K | 0.57% | 57 |
|
|
2022
Q2 | $4.23M | Buy |
80,675
+3,844
| +5% | +$202K | 0.62% | 51 |
|
|
2022
Q1 | $3.98M | Sell |
76,831
-57,459
| -43% | -$2.97M | 0.51% | 55 |
|
|
2021
Q4 | $7.93M | Sell |
134,290
-1,835
| -1% | -$108K | 0.94% | 40 |
|
|
2021
Q3 | $5.86M | Sell |
136,125
-905
| -0.7% | -$38.9K | 0.76% | 46 |
|
|
2021
Q2 | $5.37M | Buy |
137,030
+5,577
| +4% | +$218K | 0.72% | 47 |
|
|
2021
Q1 | $4.76M | Sell |
131,453
-2,409
| -2% | -$87.3K | 0.69% | 47 |
|
|
2020
Q4 | $4.93M | Buy |
133,862
+26,842
| +25% | +$988K | 0.77% | 45 |
|
|
2020
Q3 | $3.73M | Buy |
107,020
+39,605
| +59% | +$1.38M | 0.69% | 47 |
|
|
2020
Q2 | $2.09M | Buy |
67,415
+6,048
| +10% | +$188K | 0.41% | 60 |
|
|
2020
Q1 | $1.9M | Sell |
61,367
-2,016
| -3% | -$62.4K | 0.47% | 55 |
|
|
2019
Q4 | $2.36M | Buy |
63,383
+1,082
| +2% | +$40.2K | 0.46% | 64 |
|
|
2019
Q3 | $2.12M | Sell |
62,301
-45,593
| -42% | -$1.55M | 0.46% | 64 |
|
|
2019
Q2 | $4.44M | Buy |
107,894
+13,999
| +15% | +$575K | 1.02% | 35 |
|
|
2019
Q1 | $3.78M | Buy |
93,895
+28,577
| +44% | +$1.15M | 0.89% | 39 |
|
|
2018
Q4 | $2.71M | Sell |
65,318
-3,126
| -5% | -$129K | 0.74% | 45 |
|
|
2018
Q3 | $2.86M | Sell |
68,444
-1,039
| -1% | -$43.4K | 0.67% | 52 |
|
|
2018
Q2 | $2.39M | Sell |
69,483
-6,378
| -8% | -$220K | 0.63% | 53 |
|
|
2018
Q1 | $2.55M | Sell |
75,861
-859
| -1% | -$28.9K | 0.75% | 43 |
|
|
2017
Q4 | $2.64M | Sell |
76,720
-146
| -0.2% | -$5.02K | 0.71% | 44 |
|
|
2017
Q3 | $2.6M | Sell |
76,866
-8,243
| -10% | -$279K | 1.48% | 22 |
|
|
2017
Q2 | $2.71M | Buy |
85,109
+2,479
| +3% | +$79K | 0.8% | 42 |
|
|
2017
Q1 | $2.68M | Buy |
82,630
+2,675
| +3% | +$86.8K | 0.82% | 40 |
|
|
2016
Q4 | $2.46M | Buy |
79,955
+8,381
| +12% | +$258K | 0.8% | 43 |
|
|
2016
Q3 | $2.28M | Buy |
71,574
+1,959
| +3% | +$62.3K | 0.8% | 43 |
|
|
2016
Q2 | $2.33M | Sell |
69,615
-100
| -0.1% | -$3.34K | 0.87% | 41 |
|
|
2016
Q1 | $1.96M | Buy |
69,715
+7,175
| +11% | +$202K | 0.87% | 37 |
|
|
2015
Q4 | $1.92M | Buy |
62,540
+146
| +0.2% | +$4.47K | 0.83% | 40 |
|
|
2015
Q3 | $1.86M | Buy |
62,394
+1,752
| +3% | +$52.2K | 0.86% | 40 |
|
|
2015
Q2 | $1.93M | Buy |
60,642
+1,947
| +3% | +$61.9K | 0.86% | 45 |
|
|
2015
Q1 | $1.89M | Sell |
58,695
-9,879
| -14% | -$318K | 0.88% | 43 |
|
|
2014
Q4 | $2.03M | Buy |
68,574
+3,609
| +6% | +$107K | 0.87% | 45 |
|
|
2014
Q3 | $1.82M | Sell |
64,965
-4,867
| -7% | -$137K | 0.82% | 50 |
|
|
2014
Q2 | $1.97M | Sell |
69,832
-62,067
| -47% | -$1.75M | 0.95% | 41 |
|
|
2014
Q1 | $4.02M | Buy |
131,899
+25,727
| +24% | +$784K | 2.28% | 12 |
|
|
2013
Q4 | $3.09M | Buy |
106,172
+16,580
| +19% | +$482K | 2.12% | 13 |
|
|
2013
Q3 | $2.44M | Buy |
89,592
+1,912
| +2% | +$52.1K | 1.55% | 21 |
|
|
2013
Q2 | $2.33M | Buy |
+87,680
| New | +$2.33M | 1.54% | 22 |
|