Wealthquest’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
15,398
+866
| +6% | +$21K | 0.03% | 92 |
|
|
2025
Q1 | $368K | Sell |
14,532
-1,612
| -10% | -$40.8K | 0.03% | 89 |
|
|
2024
Q4 | $428K | Buy |
16,144
+254
| +2% | +$6.74K | 0.03% | 82 |
|
|
2024
Q3 | $456K | Sell |
15,890
-224
| -1% | -$6.42K | 0.04% | 78 |
|
|
2024
Q2 | $451K | Buy |
16,114
+49
| +0.3% | +$1.37K | 0.05% | 76 |
|
|
2024
Q1 | $446K | Sell |
16,065
-218
| -1% | -$6.05K | 0.05% | 76 |
|
|
2023
Q4 | $469K | Buy |
16,283
+3
| +0% | +$86 | 0.05% | 78 |
|
|
2023
Q3 | $540K | Sell |
16,280
-1,853
| -10% | -$61.5K | 0.07% | 72 |
|
|
2023
Q2 | $665K | Sell |
18,133
-68
| -0.4% | -$2.49K | 0.08% | 65 |
|
|
2023
Q1 | $743K | Sell |
18,201
-10
| -0.1% | -$408 | 0.1% | 58 |
|
|
2022
Q4 | $933K | Buy |
18,211
+290
| +2% | +$14.9K | 0.12% | 55 |
|
|
2022
Q3 | $784K | Hold |
17,921
| – | – | 0.11% | 57 |
|
|
2022
Q2 | $939K | Sell |
17,921
-4,629
| -21% | -$243K | 0.14% | 53 |
|
|
2022
Q1 | $1.33M | Hold |
22,550
| – | – | 0.2% | 47 |
|
|
2021
Q4 | $1.33M | Buy |
22,550
+379
| +2% | +$22.4K | 0.2% | 47 |
|
|
2021
Q3 | $953K | Buy |
22,171
+43
| +0.2% | +$1.85K | 0.16% | 54 |
|
|
2021
Q2 | $866K | Sell |
22,128
-33
| -0.1% | -$1.29K | 0.15% | 57 |
|
|
2021
Q1 | $802K | Buy |
22,161
+121
| +0.5% | +$4.38K | 0.15% | 58 |
|
|
2020
Q4 | $811K | Sell |
22,040
-828
| -4% | -$30.5K | 0.17% | 56 |
|
|
2020
Q3 | $796K | Hold |
22,868
| – | – | 0.2% | 49 |
|
|
2020
Q2 | $709K | Buy |
+22,868
| New | +$709K | 0.18% | 54 |
|
|
2019
Q4 | $808K | Sell |
21,757
-242
| -1% | -$8.99K | 0.23% | 65 |
|
|
2019
Q3 | $749K | Sell |
21,999
-1,202
| -5% | -$40.9K | 0.25% | 62 |
|
|
2019
Q2 | $953K | Buy |
23,201
+1,743
| +8% | +$71.6K | 0.36% | 56 |
|
|
2019
Q1 | $864K | Buy |
21,458
+510
| +2% | +$20.5K | 0.33% | 56 |
|
|
2018
Q4 | $867K | Buy |
+20,948
| New | +$867K | 0.36% | 50 |
|
|
2015
Q3 | – | Sell |
-10,253
| Closed | -$326K | – | 50 |
|
|
2015
Q2 | $326K | Buy |
10,253
+1,266
| +14% | +$40.3K | 0.48% | 26 |
|
|
2015
Q1 | $297K | Sell |
8,987
-232
| -3% | -$7.67K | 0.43% | 33 |
|
|
2014
Q4 | $272K | Buy |
+9,219
| New | +$272K | 0.28% | 44 |
|