V Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $412K | Sell |
12,433
-18,568
| -60% | -$657K | 0.33% | 65 |
|
|
2023
Q2 | $1.14M | Buy |
31,001
+282
| +0.9% | +$11K | 0.19% | 102 |
|
|
2023
Q1 | $1.25M | Buy |
30,719
+1,047
| +4% | +$45.2K | 0.23% | 95 |
|
|
2022
Q4 | $1.52M | Sell |
29,672
-7,205
| -20% | -$345K | 0.31% | 73 |
|
|
2022
Q3 | $1.61M | Buy |
36,877
+2,308
| +7% | +$112K | 0.32% | 68 |
|
|
2022
Q2 | $1.81M | Buy |
34,569
+11,647
| +51% | +$594K | 0.34% | 69 |
|
|
2022
Q1 | $1.19M | Buy |
22,922
+606
| +3% | +$31.4K | 0.19% | 126 |
|
|
2021
Q4 | $1.32M | Sell |
22,316
-1,694
| -7% | -$83.9K | 0.19% | 126 |
|
|
2021
Q3 | $1.03M | Sell |
24,010
-795
| -3% | -$35.2K | 0.16% | 147 |
|
|
2021
Q2 | $973K | Sell |
24,805
-2,283
| -8% | -$88.8K | 0.15% | 153 |
|
|
2021
Q1 | $981K | Buy |
27,088
+1,379
| +5% | +$49K | 0.18% | 143 |
|
|
2020
Q4 | $946K | Buy |
25,709
+8,799
| +52% | +$323K | 0.2% | 135 |
|
|
2020
Q3 | $589K | Sell |
16,910
-2,450
| -13% | -$85.9K | 0.41% | 66 |
|
|
2020
Q2 | $601K | Sell |
19,360
-4,041
| -17% | -$137K | 0.16% | 163 |
|
|
2020
Q1 | $724K | Buy |
23,401
+11,451
| +96% | +$390K | 0.23% | 116 |
|
|
2019
Q4 | $408K | Hold |
11,950
| – | – | 0.15% | 166 |
|
|
2019
Q3 | $408K | Buy |
11,950
+785
| +7% | +$28.5K | 0.15% | 166 |
|
|
2019
Q2 | $454K | Buy |
11,165
+709
| +7% | +$28.2K | 0.17% | 144 |
|
|
2019
Q1 | $393K | Buy |
10,456
+1,848
| +21% | +$74K | 0.16% | 146 |
|
|
2018
Q4 | $353K | Sell |
8,608
-1,212
| -12% | -$50.3K | 0.18% | 139 |
|
|
2018
Q3 | $409K | Buy |
9,820
+1,667
| +20% | +$64.2K | 0.19% | 132 |
|
|
2018
Q2 | $288K | Buy |
8,153
+2,059
| +34% | +$70.4K | 0.16% | 153 |
|
|
2018
Q1 | $202K | Sell |
6,094
-17
| -0.3% | -$584 | 0.11% | 195 |
|
|
2017
Q4 | $214K | Buy |
+6,111
| New | +$208K | 0.11% | 185 |
|
|
2017
Q3 | – | Sell |
-5,400
| Closed | -$173K | – | 561 |
|
|
2017
Q2 | $173K | Sell |
5,400
-5,932
| -52% | -$187K | 0.08% | 192 |
|
|
2017
Q1 | $368K | Buy |
+11,332
| New | +$357K | 0.23% | 118 |
|
|
2016
Q4 | – | Sell |
-10,103
| Closed | -$326K | – | 185 |
|
|
2016
Q3 | $326K | Buy |
10,103
+813
| +9% | +$27.2K | 0.26% | 113 |
|
|
2016
Q2 | $311K | Sell |
9,290
-279
| -3% | -$8.9K | 0.25% | 113 |
|
|
2016
Q1 | $272K | Buy |
+9,569
| New | +$273K | 0.22% | 107 |
|
Other funds holding PFE
V Wealth Advisors's PFE Position: Q3 2023 in Review
V Wealth Advisors reduced its Pfizer (PFE) stake by 60% in Q3 2023, selling an estimated $657K and leaving 12,433 shares worth $412K. The position accounts for 0.33% of the portfolio, ranked #65.
V Wealth Advisors first reported a position in PFE in Q1 2016 and has held it in 29 quarters since. The position peaked at $1.81M in Q2 2022. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.
- V Wealth Advisors held 12,433 shares of Pfizer worth $412K as of Q3 2023.
- V Wealth Advisors sold 18,568 Pfizer shares in Q3 2023, an estimated $657K.
- Pfizer made up 0.33% of V Wealth Advisors's portfolio in Q3 2023, its #65 holding.
- V Wealth Advisors first reported a position in Pfizer in Q1 2016 and has held it in 29 quarters since.
- V Wealth Advisors's Pfizer position peaked at $1.81M in Q2 2022.
- 2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.
Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.