Valeo Financial Advisors’s Pfizer PFE Stock Holding History

Valeo Financial Advisors’s Portfolio PFE Stock Details PFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.54M	Sell	187,310 -470	-0.3%	-$11.4K	0.11%	97
2025 Q1	$4.76M	Sell	187,780 -14,925	-7%	-$378K	0.13%	78
2024 Q4	$4.75M	Sell	202,705 -15,085	-7%	-$354K	0.13%	79
2024 Q3	$5.62M	Buy	217,790 +581	+0.3%	+$15K	0.16%	67
2024 Q2	$5.42M	Buy	217,209 +25,179	+13%	+$628K	0.17%	67
2024 Q1	$5.04M	Buy	192,030 +12,497	+7%	+$328K	0.18%	61
2023 Q4	$5.17M	Sell	179,533 -13,965	-7%	-$402K	0.21%	63
2023 Q3	$6.42M	Sell	193,498 -25,422	-12%	-$843K	0.29%	48
2023 Q2	$8.03M	Buy	218,920 +7,126	+3%	+$261K	0.37%	38
2023 Q1	$8.64M	Sell	211,794 -1,411	-0.7%	-$57.6K	0.42%	29
2022 Q4	$10.9M	Buy	213,205 +13,944	+7%	+$714K	0.6%	25
2022 Q3	$8.72M	Buy	199,261 +6,766	+4%	+$296K	0.56%	25
2022 Q2	$10.1M	Sell	192,495 -16,283	-8%	-$854K	0.63%	25
2022 Q1	$10.8M	Buy	208,778 +13,580	+7%	+$703K	0.55%	27
2021 Q4	$11.5M	Buy	195,198 +1,676	+0.9%	+$99K	0.62%	27
2021 Q3	$8.32M	Buy	193,522 +20,296	+12%	+$873K	0.48%	32
2021 Q2	$6.78M	Buy	173,226 +6,613	+4%	+$259K	0.41%	34
2021 Q1	$6.04M	Buy	166,613 +9,459	+6%	+$343K	0.28%	45
2020 Q4	$5.79M	Buy	157,154 +3,604	+2%	+$133K	0.3%	41
2020 Q3	$5.35M	Sell	153,550 -21,222	-12%	-$739K	0.47%	30
2020 Q2	$5.42M	Buy	174,772 +39,114	+29%	+$1.21M	0.49%	32
2020 Q1	$4.55M	Buy	135,658 +3,752	+3%	+$126K	0.48%	32
2019 Q4	$4.9M	Buy	131,906 +4,388	+3%	+$163K	0.48%	35
2019 Q3	$4.35M	Buy	127,518 +5,150	+4%	+$176K	0.48%	35
2019 Q2	$5.03M	Buy	122,368 +1,747	+1%	+$71.8K	0.58%	31
2019 Q1	$4.86M	Buy	120,621 +116	+0.1%	+$4.67K	0.59%	30
2018 Q4	$4.99M	Buy	120,505 +625	+0.5%	+$25.9K	0.7%	28
2018 Q3	$4.9M	Sell	119,880 -1,901	-2%	-$77.7K	0.66%	29
2018 Q2	$4.72M	Buy	121,781 +1,128	+0.9%	+$43.7K	0.66%	32
2018 Q1	$4.06M	Buy	120,653 +3,019	+3%	+$102K	0.65%	30
2017 Q4	$4.04M	Buy	117,634 +13,107	+13%	+$450K	0.66%	32
2017 Q3	$3.54M	Buy	+104,527	New	+$3.54M	0.8%	21