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