Waverly Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Sell |
138,588
-101
| -0.1% | -$2.45K | 0.04% | 383 |
|
|
2025
Q1 | $3.51M | Buy |
138,689
+47,184
| +52% | +$1.2M | 0.04% | 357 |
|
|
2024
Q4 | $2.43M | Sell |
91,505
-57,845
| -39% | -$1.53M | 0.04% | 344 |
|
|
2024
Q3 | $4.32M | Sell |
149,350
-21,781
| -13% | -$630K | 0.08% | 212 |
|
|
2024
Q2 | $4.79M | Buy |
171,131
+5,310
| +3% | +$149K | 0.09% | 193 |
|
|
2024
Q1 | $4.6M | Buy |
165,821
+44,118
| +36% | +$1.22M | 0.11% | 156 |
|
|
2023
Q4 | $3.5M | Sell |
121,703
-2,700
| -2% | -$77.7K | 0.13% | 102 |
|
|
2023
Q3 | $4.13M | Sell |
124,403
-2,185
| -2% | -$72.5K | 0.18% | 90 |
|
|
2023
Q2 | $4.64M | Buy |
126,588
+91,007
| +256% | +$3.34M | 0.2% | 79 |
|
|
2023
Q1 | $1.45M | Sell |
35,581
-20,674
| -37% | -$843K | 0.08% | 120 |
|
|
2022
Q4 | $2.88M | Buy |
56,255
+1,675
| +3% | +$85.8K | 0.16% | 77 |
|
|
2022
Q3 | $2.39M | Buy |
54,580
+36,274
| +198% | +$1.59M | 0.17% | 64 |
|
|
2022
Q2 | $960K | Buy |
18,306
+938
| +5% | +$49.2K | 0.09% | 88 |
|
|
2022
Q1 | $899K | Sell |
17,368
-586
| -3% | -$30.3K | 0.08% | 82 |
|
|
2021
Q4 | $912K | Sell |
17,954
-864
| -5% | -$43.9K | 0.08% | 82 |
|
|
2021
Q3 | $945K | Buy |
18,818
+5,240
| +39% | +$263K | 0.08% | 81 |
|
|
2021
Q2 | $658K | Sell |
13,578
-589
| -4% | -$28.5K | 0.06% | 94 |
|
|
2021
Q1 | $568K | Buy |
14,167
+2,515
| +22% | +$101K | 0.06% | 95 |
|
|
2020
Q4 | $401K | Sell |
11,652
-1,742
| -13% | -$60K | 0.04% | 106 |
|
|
2020
Q3 | $451K | Buy |
13,394
+427
| +3% | +$14.4K | 0.06% | 89 |
|
|
2020
Q2 | $470K | Buy |
12,967
+170
| +1% | +$6.16K | 0.06% | 91 |
|
|
2020
Q1 | $396K | Buy |
12,797
+1,247
| +11% | +$38.6K | 0.07% | 88 |
|
|
2019
Q4 | $419K | Sell |
11,550
-741
| -6% | -$26.9K | 0.06% | 92 |
|
|
2019
Q3 | $419K | Buy |
12,291
+724
| +6% | +$24.7K | 0.06% | 87 |
|
|
2019
Q2 | $475K | Sell |
11,567
-2,484
| -18% | -$102K | 0.07% | 77 |
|
|
2019
Q1 | $566K | Buy |
14,051
+806
| +6% | +$32.5K | 0.09% | 66 |
|
|
2018
Q4 | $549K | Sell |
13,245
-17,809
| -57% | -$738K | 0.1% | 65 |
|
|
2018
Q3 | $1.3M | Sell |
31,054
-211
| -0.7% | -$8.82K | 0.19% | 66 |
|
|
2018
Q2 | $1.08M | Buy |
31,265
+97
| +0.3% | +$3.34K | 0.17% | 74 |
|
|
2018
Q1 | $1.05M | Sell |
31,168
-7,183
| -19% | -$242K | 0.17% | 74 |
|
|
2017
Q4 | $1.32M | Buy |
38,351
+10,464
| +38% | +$360K | 0.19% | 78 |
|
|
2017
Q3 | $945K | Sell |
27,887
-4,078
| -13% | -$138K | 0.2% | 87 |
|
|
2017
Q2 | $1.02M | Buy |
31,965
+3,042
| +11% | +$97K | 0.26% | 73 |
|
|
2017
Q1 | $939K | Buy |
28,923
+17,383
| +151% | +$564K | 0.25% | 76 |
|
|
2016
Q4 | $356K | Buy |
11,540
+3,992
| +53% | +$123K | 0.13% | 71 |
|
|
2016
Q3 | $243K | Sell |
7,548
-263
| -3% | -$8.47K | 0.1% | 82 |
|
|
2016
Q2 | $261K | Buy |
7,811
+233
| +3% | +$7.79K | 0.12% | 69 |
|
|
2016
Q1 | $213K | Buy |
+7,578
| New | +$213K | 0.13% | 79 |
|
|
2015
Q4 | – | Sell |
-3,822
| Closed | -$114K | – | 319 |
|
|
2015
Q3 | $114K | Buy |
3,822
+552
| +17% | +$16.5K | 0.08% | 70 |
|
|
2015
Q2 | $104K | Buy |
3,270
+399
| +14% | +$12.7K | 0.06% | 68 |
|
|
2015
Q1 | $95K | Sell |
2,871
-791
| -22% | -$26.2K | 0.05% | 64 |
|
|
2014
Q4 | $108K | Sell |
3,662
-2,700
| -42% | -$79.6K | 0.05% | 70 |
|
|
2014
Q3 | $178K | Buy |
6,362
+4,081
| +179% | +$114K | 0.1% | 97 |
|
|
2014
Q2 | $64K | Sell |
2,281
-1,716
| -43% | -$48.1K | 0.03% | 204 |
|
|
2014
Q1 | $122K | Sell |
3,997
-1,272
| -24% | -$38.8K | 0.06% | 126 |
|
|
2013
Q4 | $153K | Buy |
5,269
+571
| +12% | +$16.6K | 0.05% | 172 |
|
|
2013
Q3 | $128K | Buy |
+4,698
| New | +$128K | 0.07% | 132 |
|