Wealthspire Advisors (New York)’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.73M | Buy |
236,284
+6,620
| +3% | +$160K | 0.03% | 151 |
|
|
2025
Q1 | $5.82M | Buy |
229,664
+103,902
| +83% | +$2.63M | 0.03% | 152 |
|
|
2024
Q4 | $3.34M | Buy |
125,762
+2,136
| +2% | +$56.7K | 0.03% | 183 |
|
|
2024
Q3 | $3.58M | Buy |
123,626
+2,533
| +2% | +$73.3K | 0.04% | 169 |
|
|
2024
Q2 | $3.39M | Sell |
121,093
-6,316
| -5% | -$177K | 0.04% | 141 |
|
|
2024
Q1 | $3.54M | Sell |
127,409
-4,136
| -3% | -$115K | 0.05% | 135 |
|
|
2023
Q4 | $3.79M | Sell |
131,545
-18,619
| -12% | -$536K | 0.05% | 128 |
|
|
2023
Q3 | $4.98M | Buy |
150,164
+26,455
| +21% | +$878K | 0.08% | 106 |
|
|
2023
Q2 | $4.54M | Sell |
123,709
-4,600
| -4% | -$169K | 0.07% | 102 |
|
|
2023
Q1 | $5.24M | Buy |
128,309
+22,741
| +22% | +$928K | 0.09% | 94 |
|
|
2022
Q4 | $5.41M | Sell |
105,568
-9,296
| -8% | -$476K | 0.1% | 94 |
|
|
2022
Q3 | $5.03M | Buy |
114,864
+8,438
| +8% | +$369K | 0.11% | 92 |
|
|
2022
Q2 | $5.58M | Buy |
106,426
+18,403
| +21% | +$965K | 0.12% | 79 |
|
|
2022
Q1 | $4.56M | Sell |
88,023
-27,630
| -24% | -$1.43M | 0.1% | 79 |
|
|
2021
Q4 | $6.83M | Sell |
115,653
-17,115
| -13% | -$1.01M | 0.15% | 67 |
|
|
2021
Q3 | $5.71M | Buy |
132,768
+18,837
| +17% | +$810K | 0.12% | 89 |
|
|
2021
Q2 | $4.46M | Sell |
113,931
-69,436
| -38% | -$2.72M | 0.12% | 71 |
|
|
2021
Q1 | $6.64M | Buy |
183,367
+18,103
| +11% | +$656K | 0.16% | 76 |
|
|
2020
Q4 | $6.08M | Buy |
165,264
+118,327
| +252% | +$4.36M | 0.18% | 66 |
|
|
2020
Q3 | $1.63M | Buy |
46,937
+970
| +2% | +$33.8K | 0.1% | 97 |
|
|
2020
Q2 | $1.43M | Sell |
45,967
-156,678
| -77% | -$4.86M | 0.1% | 86 |
|
|
2020
Q1 | $6.28M | Buy |
202,645
+170,328
| +527% | +$5.27M | 0.26% | 55 |
|
|
2019
Q4 | $1.2M | Buy |
32,317
+3,610
| +13% | +$134K | 0.09% | 54 |
|
|
2019
Q3 | $979K | Buy |
28,707
+14,506
| +102% | +$495K | 0.08% | 49 |
|
|
2019
Q2 | $584K | Buy |
14,201
+8,906
| +168% | +$366K | 0.05% | 45 |
|
|
2019
Q1 | $213K | Sell |
5,295
-254
| -5% | -$10.2K | 0.02% | 40 |
|
|
2018
Q4 | $230K | Buy |
+5,549
| New | +$230K | 0.02% | 63 |
|