United Capital 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 | $5.56M | Buy |
229,574
+42,309
| +23% | +$1.03M | 0.04% | 264 |
|
|
2025
Q1 | $4.75M | Buy |
187,265
+208
| +0.1% | +$5.27K | 0.04% | 277 |
|
|
2024
Q4 | $4.96M | Sell |
187,057
-77,726
| -29% | -$2.06M | 0.04% | 262 |
|
|
2024
Q3 | $7.66M | Sell |
264,783
-18,803
| -7% | -$544K | 0.06% | 211 |
|
|
2024
Q2 | $7.93M | Sell |
283,586
-15,155
| -5% | -$424K | 0.07% | 203 |
|
|
2024
Q1 | $8.29M | Sell |
298,741
-136,599
| -31% | -$3.79M | 0.07% | 201 |
|
|
2023
Q4 | $12.5M | Sell |
435,340
-469,332
| -52% | -$13.5M | 0.1% | 163 |
|
|
2023
Q3 | $30M | Sell |
904,672
-76,311
| -8% | -$2.53M | 0.2% | 105 |
|
|
2023
Q2 | $36M | Buy |
980,983
+70,944
| +8% | +$2.6M | 0.2% | 99 |
|
|
2023
Q1 | $37.1M | Sell |
910,039
-27,926
| -3% | -$1.14M | 0.21% | 93 |
|
|
2022
Q4 | $48.1M | Buy |
937,965
+10,214
| +1% | +$523K | 0.27% | 78 |
|
|
2022
Q3 | $40.6M | Buy |
927,751
+6,441
| +0.7% | +$282K | 0.24% | 84 |
|
|
2022
Q2 | $48.3M | Buy |
921,310
+36,461
| +4% | +$1.91M | 0.27% | 79 |
|
|
2022
Q1 | $45.8M | Buy |
884,849
+11,621
| +1% | +$602K | 0.22% | 92 |
|
|
2021
Q4 | $51.6M | Buy |
873,228
+431,637
| +98% | +$25.5M | 0.24% | 88 |
|
|
2021
Q3 | $19M | Buy |
441,591
+12,193
| +3% | +$524K | 0.09% | 193 |
|
|
2021
Q2 | $16.8M | Sell |
429,398
-15,453
| -3% | -$605K | 0.08% | 210 |
|
|
2021
Q1 | $16.1M | Sell |
444,851
-19,512
| -4% | -$707K | 0.09% | 211 |
|
|
2020
Q4 | $17.1M | Sell |
464,363
-4,506
| -1% | -$166K | 0.1% | 192 |
|
|
2020
Q3 | $16.3M | Buy |
468,869
+7,407
| +2% | +$258K | 0.11% | 192 |
|
|
2020
Q2 | $14.3M | Sell |
461,462
-28,636
| -6% | -$888K | 0.1% | 200 |
|
|
2020
Q1 | $15.2M | Sell |
490,098
-148,666
| -23% | -$4.6M | 0.13% | 178 |
|
|
2019
Q4 | $23.7M | Buy |
638,764
+72,769
| +13% | +$2.71M | 0.15% | 157 |
|
|
2019
Q3 | $19.3M | Sell |
565,995
-504,528
| -47% | -$17.2M | 0.13% | 182 |
|
|
2019
Q2 | $44M | Buy |
1,070,523
+31,822
| +3% | +$1.31M | 0.29% | 79 |
|
|
2019
Q1 | $41.9M | Sell |
1,038,701
-52,610
| -5% | -$2.12M | 0.29% | 80 |
|
|
2018
Q4 | $45.2M | Buy |
1,091,311
+5,870
| +0.5% | +$243K | 0.36% | 63 |
|
|
2018
Q3 | $45.4M | Buy |
1,085,441
+41,393
| +4% | +$1.73M | 0.32% | 66 |
|
|
2018
Q2 | $35.9M | Sell |
1,044,048
-21,192
| -2% | -$729K | 0.27% | 81 |
|
|
2018
Q1 | $35.9M | Buy |
1,065,240
+39,015
| +4% | +$1.31M | 0.27% | 81 |
|
|
2017
Q4 | $35.4M | Buy |
1,026,225
+7,717
| +0.8% | +$266K | 0.28% | 76 |
|
|
2017
Q3 | $34.5M | Buy |
1,018,508
+4,662
| +0.5% | +$158K | 0.29% | 72 |
|
|
2017
Q2 | $32.3M | Buy |
1,013,846
+2,147
| +0.2% | +$68.4K | 0.29% | 77 |
|
|
2017
Q1 | $32.8M | Sell |
1,011,699
-4,241
| -0.4% | -$138K | 0.31% | 74 |
|
|
2016
Q4 | $31.3M | Buy |
1,015,940
+20,033
| +2% | +$617K | 0.3% | 70 |
|
|
2016
Q3 | $32M | Buy |
995,907
+34,751
| +4% | +$1.12M | 0.31% | 70 |
|
|
2016
Q2 | $31.9M | Buy |
961,156
+26,582
| +3% | +$883K | 0.33% | 60 |
|
|
2016
Q1 | $26.3M | Buy |
934,574
+4,910
| +0.5% | +$138K | 0.29% | 69 |
|
|
2015
Q4 | $28.5M | Sell |
929,664
-57,103
| -6% | -$1.75M | 0.33% | 54 |
|
|
2015
Q3 | $29.4M | Sell |
986,767
-134,859
| -12% | -$4.02M | 0.35% | 48 |
|
|
2015
Q2 | $35.7M | Sell |
1,121,626
-9,193
| -0.8% | -$292K | 0.41% | 46 |
|
|
2015
Q1 | $36.4M | Buy |
1,130,819
+240,769
| +27% | +$7.75M | 0.44% | 41 |
|
|
2014
Q4 | $26.3M | Buy |
890,050
+66,974
| +8% | +$1.98M | 0.39% | 64 |
|
|
2014
Q3 | $23.1M | Buy |
823,076
+7,983
| +1% | +$224K | 0.4% | 62 |
|
|
2014
Q2 | $23M | Buy |
815,093
+218,609
| +37% | +$6.16M | 0.43% | 56 |
|
|
2014
Q1 | $18.2M | Buy |
596,484
+246,201
| +70% | +$7.5M | 0.39% | 57 |
|
|
2013
Q4 | $10.2M | Buy |
350,283
+62,281
| +22% | +$1.81M | 0.35% | 82 |
|
|
2013
Q3 | $7.85M | Sell |
288,002
-140,650
| -33% | -$3.83M | 0.25% | 91 |
|
|
2013
Q2 | $11.4M | Buy |
+428,652
| New | +$11.4M | 0.3% | 89 |
|