Valmark Advisers’s Pfizer PFE Stock Holding History

Valmark Advisers’s Portfolio PFE Stock Details PFE Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$951K	Sell	39,227 -990	-2%	-$24K	0.01%	342
2025 Q1	$1.02M	Sell	40,217 -1,499	-4%	-$38K	0.02%	307
2024 Q4	$1.11M	Buy	41,716 +955	+2%	+$25.3K	0.02%	289
2024 Q3	$1.18M	Sell	40,761 -2,925	-7%	-$84.6K	0.02%	275
2024 Q2	$1.22M	Sell	43,686 -4,512	-9%	-$126K	0.02%	247
2024 Q1	$1.34M	Buy	48,198 +2,419	+5%	+$67.1K	0.02%	225
2023 Q4	$1.32M	Sell	45,779 -2,547	-5%	-$73.3K	0.02%	209
2023 Q3	$1.6M	Sell	48,326 -1,758	-4%	-$58.3K	0.03%	168
2023 Q2	$1.84M	Sell	50,084 -1,154	-2%	-$42.3K	0.04%	156
2023 Q1	$2.09M	Buy	51,238 +852	+2%	+$34.8K	0.05%	138
2022 Q4	$2.58M	Buy	50,386 +8,868	+21%	+$454K	0.06%	120
2022 Q3	$1.82M	Sell	41,518 -73	-0.2%	-$3.2K	0.04%	124
2022 Q2	$2.18M	Buy	41,591 +644	+2%	+$33.8K	0.04%	115
2022 Q1	$2.12M	Sell	40,947 -1,838	-4%	-$95.2K	0.04%	120
2021 Q4	$2.53M	Buy	42,785 +9,206	+27%	+$544K	0.04%	101
2021 Q3	$1.44M	Sell	33,579 -7,222	-18%	-$311K	0.03%	140
2021 Q2	$1.6M	Buy	40,801 +925	+2%	+$36.2K	0.03%	137
2021 Q1	$1.45M	Buy	39,876 +2,136	+6%	+$77.4K	0.03%	142
2020 Q4	$1.39M	Buy	37,740 +5,959	+19%	+$219K	0.03%	135
2020 Q3	$1.17M	Sell	31,781 -471	-1%	-$17.3K	0.03%	121
2020 Q2	$1.06M	Sell	32,252 -520	-2%	-$17K	0.02%	111
2020 Q1	$1.07M	Sell	32,772 -457	-1%	-$14.9K	0.03%	93
2019 Q4	$1.3M	Sell	33,229 -1,316	-4%	-$51.6K	0.03%	87
2019 Q3	$1.24M	Buy	34,545 +1,380	+4%	+$49.6K	0.03%	86
2019 Q2	$1.44M	Buy	33,165 +2,054	+7%	+$89K	0.03%	76
2019 Q1	$1.32M	Sell	31,111 -45	-0.1%	-$1.91K	0.03%	74
2018 Q4	$1.36M	Buy	31,156 +2,544	+9%	+$111K	0.03%	66
2018 Q3	$1.26M	Hold	28,612	–	–	0.03%	66
2018 Q2	$1.04M	Buy	28,612 +934	+3%	+$33.9K	0.02%	78
2018 Q1	$982K	Sell	27,678 -412	-1%	-$14.6K	0.02%	76
2017 Q4	$1.02M	Buy	+28,090	New	+$1.02M	0.02%	79