Wealth Alliance Advisory Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $244K | Sell |
10,146
-4,865
| -32% | -$127K | 0.04% | 180 |
|
|
2026
Q1 | $422K | Buy |
15,011
+61
| +0.4% | +$1.62K | 0.07% | 130 |
|
|
2025
Q4 | $372K | Sell |
14,950
-1,198
| -7% | -$30.2K | 0.06% | 137 |
|
|
2025
Q3 | $411K | Sell |
16,148
-100
| -0.6% | -$2.47K | 0.07% | 122 |
|
|
2025
Q2 | $394K | Sell |
16,248
-15,380
| -49% | -$359K | 0.08% | 127 |
|
|
2025
Q1 | $801K | Buy |
31,628
+414
| +1% | +$10.8K | 0.17% | 83 |
|
|
2024
Q4 | $828K | Sell |
31,214
-1,521
| -5% | -$41.3K | 0.18% | 80 |
|
|
2024
Q3 | $947K | Buy |
32,735
+15,507
| +90% | +$452K | 0.2% | 79 |
|
|
2024
Q2 | $482K | Sell |
17,228
-4,190
| -20% | -$115K | 0.11% | 110 |
|
|
2024
Q1 | $594K | Buy |
21,418
+1,521
| +8% | +$42.2K | 0.14% | 93 |
|
|
2023
Q4 | $573K | Sell |
19,897
-1,022
| -5% | -$30.9K | 0.15% | 87 |
|
|
2023
Q3 | $694K | Buy |
20,919
+141
| +0.7% | +$4.99K | 0.21% | 70 |
|
|
2023
Q2 | $762K | Sell |
20,778
-6,897
| -25% | -$268K | 0.27% | 60 |
|
|
2023
Q1 | $1.13M | Sell |
27,675
-178
| -0.6% | -$7.69K | 0.42% | 42 |
|
|
2022
Q4 | $1.43M | Sell |
27,853
-2,522
| -8% | -$121K | 0.55% | 36 |
|
|
2022
Q3 | $1.33M | Buy |
30,375
+4,088
| +16% | +$199K | 0.59% | 34 |
|
|
2022
Q2 | $1.38M | Buy |
26,287
+933
| +4% | +$47.5K | 0.65% | 29 |
|
|
2022
Q1 | $1.31M | Sell |
25,354
-151
| -0.6% | -$7.83K | 0.57% | 32 |
|
|
2021
Q4 | $1.51M | Buy |
25,505
+2,060
| +9% | +$102K | 0.65% | 30 |
|
|
2021
Q3 | $1.01M | Sell |
23,445
-421
| -2% | -$18.7K | 0.49% | 40 |
|
|
2021
Q2 | $935K | Buy |
23,866
+198
| +0.8% | +$7.7K | 0.45% | 43 |
|
|
2021
Q1 | $858K | Sell |
23,668
-8,096
| -25% | -$287K | 0.44% | 44 |
|
|
2020
Q4 | $1.17M | Buy |
31,764
+6,223
| +24% | +$228K | 0.63% | 31 |
|
|
2020
Q3 | $889K | Sell |
25,541
-429
| -2% | -$15K | 0.53% | 33 |
|
|
2020
Q2 | $806K | Buy |
25,970
+924
| +4% | +$31.4K | 0.49% | 36 |
|
|
2020
Q1 | $776K | Buy |
25,046
+1,463
| +6% | +$49.9K | 0.6% | 34 |
|
|
2019
Q4 | $877K | Buy |
23,583
+533
| +2% | +$19K | 0.5% | 37 |
|
|
2019
Q3 | $790K | Sell |
23,050
-334
| -1% | -$12.1K | 0.49% | 39 |
|
|
2019
Q2 | $948K | Sell |
23,384
-329
| -1% | -$13.1K | 0.58% | 34 |
|
|
2019
Q1 | $919K | Buy |
23,713
+4,082
| +21% | +$163K | 0.59% | 34 |
|
|
2018
Q4 | $813K | Buy |
19,631
+1,504
| +8% | +$62.4K | 0.61% | 34 |
|
|
2018
Q3 | $758K | Hold |
18,127
| – | – | 0.39% | 48 |
|
|
2018
Q2 | $624K | Buy |
18,127
+290
| +2% | +$9.91K | 0.34% | 53 |
|
|
2018
Q1 | $601K | Buy |
17,837
+3,476
| +24% | +$119K | 0.35% | 52 |
|
|
2017
Q4 | $493K | Buy |
+14,361
| New | +$490K | 0.44% | 54 |
|
Other funds holding PFE
AIM
SLAM
CWP
Wealth Alliance Advisory Group's PFE Position: Q2 2026 in Review
Wealth Alliance Advisory Group reduced its Pfizer (PFE) stake by 32% in Q2 2026, selling an estimated $127K and leaving 10,146 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #180.
Wealth Alliance Advisory Group first reported a position in PFE in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.51M in Q4 2021. 1,336 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Wealth Alliance Advisory Group held 10,146 shares of Pfizer worth $244K as of Q2 2026.
- Wealth Alliance Advisory Group sold 4,865 Pfizer shares in Q2 2026, an estimated $127K.
- Pfizer made up 0.04% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #180 holding.
- Wealth Alliance Advisory Group first reported a position in Pfizer in Q4 2017 and has held it in 35 quarters since.
- Wealth Alliance Advisory Group's Pfizer position peaked at $1.51M in Q4 2021.
- 1,336 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.