Univest Financial’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-30,505
| Closed | -$809K | – | 285 |
|
|
2024
Q4 | $809K | Sell |
30,505
-16,141
| -35% | -$428K | 0.05% | 165 |
|
|
2024
Q3 | $1.35M | Buy |
46,646
+36,476
| +359% | +$1.06M | 0.09% | 134 |
|
|
2024
Q2 | $285K | Sell |
10,170
-182
| -2% | -$5.09K | 0.08% | 110 |
|
|
2024
Q1 | $287K | Buy |
10,352
+744
| +8% | +$20.6K | 0.08% | 94 |
|
|
2023
Q4 | $277K | Sell |
9,608
-2,070
| -18% | -$59.6K | 0.08% | 100 |
|
|
2023
Q3 | $387K | Buy |
11,678
+684
| +6% | +$22.7K | 0.13% | 67 |
|
|
2023
Q2 | $403K | Buy |
10,994
+1,221
| +12% | +$44.8K | 0.12% | 70 |
|
|
2023
Q1 | $399K | Sell |
9,773
-581
| -6% | -$23.7K | 0.12% | 68 |
|
|
2022
Q4 | $531K | Sell |
10,354
-1,109
| -10% | -$56.8K | 0.17% | 68 |
|
|
2022
Q3 | $501K | Sell |
11,463
-454
| -4% | -$19.8K | 0.16% | 70 |
|
|
2022
Q2 | $624K | Sell |
11,917
-533
| -4% | -$27.9K | 0.2% | 59 |
|
|
2022
Q1 | $644K | Sell |
12,450
-877
| -7% | -$45.4K | 0.18% | 59 |
|
|
2021
Q4 | $787K | Sell |
13,327
-876
| -6% | -$51.7K | 0.2% | 55 |
|
|
2021
Q3 | $611K | Sell |
14,203
-1,219
| -8% | -$52.4K | 0.17% | 56 |
|
|
2021
Q2 | $604K | Sell |
15,422
-1,605
| -9% | -$62.9K | 0.17% | 57 |
|
|
2021
Q1 | $617K | Buy |
17,027
+1,455
| +9% | +$52.7K | 0.17% | 57 |
|
|
2020
Q4 | $573K | Sell |
15,572
-2,045
| -12% | -$75.2K | 0.17% | 62 |
|
|
2020
Q3 | $613K | Buy |
17,617
+185
| +1% | +$6.44K | 0.19% | 61 |
|
|
2020
Q2 | $541K | Buy |
17,432
+76
| +0.4% | +$2.36K | 0.18% | 64 |
|
|
2020
Q1 | $538K | Sell |
17,356
-4,367
| -20% | -$135K | 0.21% | 67 |
|
|
2019
Q4 | $669K | Buy |
21,723
+15,455
| +247% | +$476K | 0.28% | 68 |
|
|
2019
Q3 | $214K | Hold |
6,268
| – | – | 0.07% | 106 |
|
|
2019
Q2 | $258K | Sell |
6,268
-242
| -4% | -$9.96K | 0.08% | 103 |
|
|
2019
Q1 | $262K | Sell |
6,510
-105
| -2% | -$4.23K | 0.09% | 104 |
|
|
2018
Q4 | $274K | Buy |
6,615
+1,318
| +25% | +$54.6K | 0.1% | 104 |
|
|
2018
Q3 | $221K | Buy |
+5,297
| New | +$221K | 0.07% | 102 |
|
|
2018
Q2 | – | Sell |
-6,017
| Closed | -$203K | – | 99 |
|
|
2018
Q1 | $203K | Sell |
6,017
-284
| -5% | -$9.58K | 0.09% | 92 |
|
|
2017
Q4 | $217K | Sell |
6,301
-56
| -0.9% | -$1.93K | 0.09% | 92 |
|
|
2017
Q3 | $215K | Sell |
6,357
-160
| -2% | -$5.41K | 0.09% | 89 |
|
|
2017
Q2 | $208K | Sell |
6,517
-4,079
| -38% | -$130K | 0.09% | 90 |
|
|
2017
Q1 | $344K | Sell |
10,596
-11,127
| -51% | -$361K | 0.15% | 75 |
|
|
2016
Q4 | $669K | Buy |
21,723
+14,310
| +193% | +$441K | 0.28% | 68 |
|
|
2016
Q3 | $238K | Buy |
+7,413
| New | +$238K | 0.11% | 84 |
|