Vantage Financial Partners (Illinois)’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $495K | Sell |
17,696
-1,390
| -7% | -$38.9K | 0.12% | 74 |
|
2024
Q1 | $530K | Sell |
19,086
-4,864
| -20% | -$135K | 0.14% | 71 |
|
2023
Q4 | $690K | Sell |
23,950
-5,000
| -17% | -$144K | 0.21% | 63 |
|
2023
Q3 | $960K | Buy |
28,950
+500
| +2% | +$16.6K | 0.55% | 38 |
|
2023
Q2 | $1.04M | Buy |
28,450
+900
| +3% | +$33K | 0.58% | 37 |
|
2023
Q1 | $1.12M | Buy |
27,550
+1,400
| +5% | +$57.1K | 0.66% | 36 |
|
2022
Q4 | $1.34M | Buy |
26,150
+1,200
| +5% | +$61.5K | 0.77% | 33 |
|
2022
Q3 | $1.09M | Buy |
24,950
+1,800
| +8% | +$78.8K | 0.71% | 29 |
|
2022
Q2 | $1.21M | Buy |
23,150
+9,000
| +64% | +$472K | 0.72% | 31 |
|
2022
Q1 | $733K | Buy |
14,150
+950
| +7% | +$49.2K | 0.38% | 47 |
|
2021
Q4 | $779K | Buy |
13,200
+650
| +5% | +$38.4K | 0.39% | 46 |
|
2021
Q3 | $540K | Buy |
12,550
+1,300
| +12% | +$55.9K | 0.29% | 54 |
|
2021
Q2 | $441K | Buy |
11,250
+1,100
| +11% | +$43.1K | 0.25% | 58 |
|
2021
Q1 | $368K | Buy |
10,150
+900
| +10% | +$32.6K | 0.21% | 59 |
|
2020
Q4 | $340K | Sell |
9,250
-737
| -7% | -$27.1K | 0.2% | 59 |
|
2020
Q3 | $348K | Hold |
9,987
| – | – | 0.21% | 59 |
|
2020
Q2 | $310K | Hold |
9,987
| – | – | 0.19% | 55 |
|
2020
Q1 | $309K | Hold |
9,987
| – | – | 0.22% | 50 |
|
2019
Q4 | $371K | Hold |
9,987
| – | – | 0.22% | 58 |
|
2019
Q3 | $340K | Hold |
9,987
| – | – | 0.23% | 55 |
|
2019
Q2 | $410K | Sell |
9,987
-569
| -5% | -$23.4K | 0.26% | 54 |
|
2019
Q1 | $425K | Hold |
10,556
| – | – | 0.28% | 47 |
|
2018
Q4 | $437K | Hold |
10,556
| – | – | 0.32% | 44 |
|
2018
Q3 | $441K | Sell |
10,556
-4,954
| -32% | -$207K | 0.28% | 49 |
|
2018
Q2 | $534K | Buy |
15,510
+106
| +0.7% | +$3.65K | 0.35% | 43 |
|
2018
Q1 | $519K | Sell |
15,404
-1,687
| -10% | -$56.8K | 0.36% | 38 |
|
2017
Q4 | $588K | Sell |
17,091
-4,321
| -20% | -$149K | 0.39% | 38 |
|
2017
Q3 | $726K | Sell |
21,412
-1,370
| -6% | -$46.5K | 0.51% | 29 |
|
2017
Q2 | $725K | Buy |
22,782
+6,158
| +37% | +$196K | 0.51% | 29 |
|
2017
Q1 | $435K | Sell |
16,624
-6,264
| -27% | -$164K | 0.31% | 36 |
|
2016
Q4 | $705K | Buy |
+22,888
| New | +$705K | 0.63% | 14 |
|