Valley Wealth Managers’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6M | Buy |
806,562
+24,772
| +3% | +$600K | 1.41% | 34 |
|
|
2025
Q1 | $19.8M | Buy |
781,790
+242,296
| +45% | +$6.14M | 1.5% | 29 |
|
|
2024
Q4 | $14.3M | Sell |
539,494
-139,248
| -21% | -$3.69M | 1.07% | 42 |
|
|
2024
Q3 | $19.6M | Buy |
678,742
+28,933
| +4% | +$837K | 1.46% | 30 |
|
|
2024
Q2 | $18.2M | Buy |
649,809
+98,802
| +18% | +$2.76M | 1.45% | 27 |
|
|
2024
Q1 | $15.3M | Buy |
551,007
+117,205
| +27% | +$3.25M | 1.15% | 43 |
|
|
2023
Q4 | $12.5M | Sell |
433,802
-47,869
| -10% | -$1.38M | 0.97% | 46 |
|
|
2023
Q3 | $16M | Buy |
481,671
+9,479
| +2% | +$314K | 1.33% | 32 |
|
|
2023
Q2 | $17.3M | Sell |
472,192
-453
| -0.1% | -$16.6K | 1.56% | 29 |
|
|
2023
Q1 | $19.3M | Buy |
472,645
+16,371
| +4% | +$668K | 1.75% | 17 |
|
|
2022
Q4 | $23.4M | Sell |
456,274
-6,833
| -1% | -$350K | 2.17% | 5 |
|
|
2022
Q3 | $20.3M | Buy |
463,107
+3,426
| +0.7% | +$150K | 2.02% | 10 |
|
|
2022
Q2 | $24.1M | Sell |
459,681
-16,632
| -3% | -$872K | 2.26% | 5 |
|
|
2022
Q1 | $24.7M | Sell |
476,313
-4,409
| -0.9% | -$228K | 2.06% | 7 |
|
|
2021
Q4 | $28.4M | Sell |
480,722
-24,403
| -5% | -$1.44M | 2.28% | 4 |
|
|
2021
Q3 | $21.7M | Sell |
505,125
-16,683
| -3% | -$718K | 1.89% | 13 |
|
|
2021
Q2 | $20.4M | Sell |
521,808
-8,060
| -2% | -$316K | 1.73% | 20 |
|
|
2021
Q1 | $19.2M | Buy |
529,868
+13,357
| +3% | +$484K | 1.72% | 26 |
|
|
2020
Q4 | $19M | Sell |
516,511
-38,265
| -7% | -$1.41M | 1.86% | 18 |
|
|
2020
Q3 | $19.3M | Sell |
554,776
-17,918
| -3% | -$624K | 2.13% | 9 |
|
|
2020
Q2 | $17.8M | Sell |
572,694
-3,164
| -0.5% | -$98.2K | 1.99% | 14 |
|
|
2020
Q1 | $17.8M | Buy |
575,858
+16,007
| +3% | +$496K | 2.32% | 8 |
|
|
2019
Q4 | $20.8M | Sell |
559,851
-21,667
| -4% | -$805K | 2.08% | 8 |
|
|
2019
Q3 | $19.8M | Buy |
581,518
+194,809
| +50% | +$6.64M | 2.1% | 11 |
|
|
2019
Q2 | $15.9M | Buy |
386,709
+22,024
| +6% | +$905K | 1.69% | 31 |
|
|
2019
Q1 | $14.7M | Buy |
364,685
+35,029
| +11% | +$1.41M | 1.6% | 34 |
|
|
2018
Q4 | $13.7M | Buy |
329,656
+103,751
| +46% | +$4.3M | 1.78% | 28 |
|
|
2018
Q3 | $9.45M | Buy |
225,905
+171,059
| +312% | +$7.15M | 1.12% | 42 |
|
|
2018
Q2 | $1.89M | Sell |
54,846
-2,717
| -5% | -$93.5K | 0.23% | 59 |
|
|
2018
Q1 | $1.94M | Buy |
57,563
+1,396
| +2% | +$47K | 0.24% | 59 |
|
|
2017
Q4 | $1.93M | Buy |
56,167
+1,938
| +4% | +$66.6K | 0.23% | 58 |
|
|
2017
Q3 | $1.84M | Sell |
54,229
-3,292
| -6% | -$112K | 0.23% | 60 |
|
|
2017
Q2 | $1.83M | Sell |
57,521
-4,454
| -7% | -$142K | 0.25% | 56 |
|
|
2017
Q1 | $2.01M | Buy |
61,975
+2,481
| +4% | +$80.5K | 0.27% | 59 |
|
|
2016
Q4 | $1.83M | Buy |
59,494
+4,567
| +8% | +$141K | 0.26% | 59 |
|
|
2016
Q3 | $1.77M | Buy |
54,927
+2,123
| +4% | +$68.2K | 0.26% | 58 |
|
|
2016
Q2 | $1.76M | Buy |
52,804
+8,422
| +19% | +$281K | 0.27% | 58 |
|
|
2016
Q1 | $1.25M | Buy |
44,382
+4,941
| +13% | +$139K | 0.21% | 58 |
|
|
2015
Q4 | $1.21M | Sell |
39,441
-464
| -1% | -$14.2K | 0.22% | 55 |
|
|
2015
Q3 | $1.19M | Sell |
39,905
-3,068
| -7% | -$91.4K | 0.22% | 53 |
|
|
2015
Q2 | $1.37M | Sell |
42,973
-2,019
| -4% | -$64.2K | 0.24% | 50 |
|
|
2015
Q1 | $1.49M | Buy |
44,992
+485
| +1% | +$16K | 0.26% | 50 |
|
|
2014
Q4 | $1.32M | Buy |
44,507
+2,492
| +6% | +$73.6K | 0.24% | 56 |
|
|
2014
Q3 | $1.18M | Buy |
42,015
+622
| +2% | +$17.5K | 0.23% | 54 |
|
|
2014
Q2 | $1.17M | Buy |
41,393
+33,530
| +426% | +$945K | 0.22% | 53 |
|
|
2014
Q1 | $240K | Buy |
7,863
+369
| +5% | +$11.3K | 0.05% | 97 |
|
|
2013
Q4 | $218K | Sell |
7,494
-632
| -8% | -$18.4K | 0.04% | 98 |
|
|
2013
Q3 | $221K | Sell |
8,126
-396
| -5% | -$10.8K | 0.05% | 98 |
|
|
2013
Q2 | $226K | Buy |
+8,522
| New | +$226K | 0.05% | 98 |
|