WA
WealthTrust Axiom’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.82M | Buy |
239,925
+1,820
| +0.8% | +$44.1K | 1.71% | 13 |
|
|
2025
Q1 | $6.03M | Buy |
238,105
+40,457
| +20% | +$1.03M | 1.84% | 9 |
|
|
2024
Q4 | $5.24M | Buy |
197,648
+19,035
| +11% | +$505K | 1.56% | 13 |
|
|
2024
Q3 | $5.17M | Buy |
178,613
+16,471
| +10% | +$477K | 1.53% | 14 |
|
|
2024
Q2 | $4.54M | Buy |
162,142
+13,880
| +9% | +$388K | 1.5% | 15 |
|
|
2024
Q1 | $4.11M | Buy |
148,262
+26,655
| +22% | +$740K | 1.33% | 17 |
|
|
2023
Q4 | $3.5M | Buy |
121,607
+20,112
| +20% | +$579K | 1.17% | 19 |
|
|
2023
Q3 | $3.37M | Sell |
101,495
-13,935
| -12% | -$462K | 1.21% | 20 |
|
|
2023
Q2 | $4.23M | Buy |
115,430
+72
| +0.1% | +$2.64K | 1.4% | 18 |
|
|
2023
Q1 | $4.71M | Buy |
115,358
+568
| +0.5% | +$23.2K | 1.6% | 15 |
|
|
2022
Q4 | $5.88M | Sell |
114,790
-2,050
| -2% | -$105K | 2.05% | 11 |
|
|
2022
Q3 | $5.11M | Sell |
116,840
-92
| -0.1% | -$4.03K | 1.95% | 12 |
|
|
2022
Q2 | $6.13M | Sell |
116,932
-43
| -0% | -$2.25K | 2.18% | 11 |
|
|
2022
Q1 | $6.06M | Sell |
116,975
-543
| -0.5% | -$28.1K | 1.89% | 11 |
|
|
2021
Q4 | $6.94M | Sell |
117,518
-868
| -0.7% | -$51.3K | 2.22% | 10 |
|
|
2021
Q3 | $5.09M | Sell |
118,386
-2,945
| -2% | -$127K | 1.72% | 14 |
|
|
2021
Q2 | $4.75M | Buy |
121,331
+2,431
| +2% | +$95.2K | 1.52% | 16 |
|
|
2021
Q1 | $4.31M | Buy |
118,900
+30,624
| +35% | +$1.11M | 1.46% | 18 |
|
|
2020
Q4 | $3.25M | Sell |
88,276
-275
| -0.3% | -$10.1K | 1.18% | 25 |
|
|
2020
Q3 | $3.25M | Buy |
88,551
+452
| +0.5% | +$16.6K | 1.4% | 21 |
|
|
2020
Q2 | $2.88M | Sell |
88,099
-2,998
| -3% | -$98K | 1.27% | 22 |
|
|
2020
Q1 | $2.97M | Sell |
91,097
-4,406
| -5% | -$144K | 1.46% | 21 |
|
|
2019
Q4 | $3.74M | Sell |
95,503
-3,078
| -3% | -$121K | 1.25% | 24 |
|
|
2019
Q3 | $3.54M | Sell |
98,581
-1,561
| -2% | -$56.1K | 1.25% | 24 |
|
|
2019
Q2 | $4.34M | Sell |
100,142
-416
| -0.4% | -$18K | 1.51% | 19 |
|
|
2019
Q1 | $4.27M | Sell |
100,558
-897
| -0.9% | -$38.1K | 1.52% | 16 |
|
|
2018
Q4 | $4.43M | Buy |
101,455
+498
| +0.5% | +$21.7K | 1.81% | 13 |
|
|
2018
Q3 | $4.45M | Buy |
100,957
+1,670
| +2% | +$73.6K | 1.5% | 17 |
|
|
2018
Q2 | $3.6M | Sell |
99,287
-3,937
| -4% | -$143K | 1.27% | 23 |
|
|
2018
Q1 | $3.66M | Buy |
103,224
+12,816
| +14% | +$455K | 1.34% | 22 |
|
|
2017
Q4 | $3.27M | Sell |
90,408
-1,150
| -1% | -$41.6K | 1.22% | 21 |
|
|
2017
Q3 | $3.27M | Sell |
91,558
-2,027
| -2% | -$72.4K | 1.24% | 22 |
|
|
2017
Q2 | $3.14M | Sell |
93,585
-75
| -0.1% | -$2.52K | 1.18% | 24 |
|
|
2017
Q1 | $3.2M | Sell |
93,660
-3,849
| -4% | -$132K | 1.17% | 25 |
|
|
2016
Q4 | $3.17M | Buy |
97,509
+2,200
| +2% | +$71.5K | 1.15% | 28 |
|
|
2016
Q3 | $3.23M | Sell |
95,309
-681
| -0.7% | -$23.1K | 1.21% | 26 |
|
|
2016
Q2 | $3.38M | Sell |
95,990
-4,338
| -4% | -$153K | 1.3% | 24 |
|
|
2016
Q1 | $2.97M | Buy |
100,328
+2,600
| +3% | +$77K | 1.17% | 23 |
|
|
2015
Q4 | $3.15M | Sell |
97,728
-1,050
| -1% | -$33.9K | 1.25% | 22 |
|
|
2015
Q3 | $3.1M | Sell |
98,778
-3,366
| -3% | -$106K | 1.29% | 22 |
|
|
2015
Q2 | $3.42M | Sell |
102,144
-21,375
| -17% | -$717K | 1.26% | 24 |
|
|
2015
Q1 | $4.3M | Sell |
123,519
-2,503
| -2% | -$87.1K | 1.53% | 19 |
|
|
2014
Q4 | $3.93M | Sell |
126,022
-14,016
| -10% | -$437K | 1.4% | 21 |
|
|
2014
Q3 | $4.14M | Sell |
140,038
-52,058
| -27% | -$1.54M | 1.47% | 22 |
|
|
2014
Q2 | $5.7M | Buy |
192,096
+5,700
| +3% | +$169K | 1.93% | 11 |
|
|
2014
Q1 | $5.99M | Sell |
186,396
-177
| -0.1% | -$5.69K | 2.16% | 10 |
|
|
2013
Q4 | $5.71M | Buy |
186,573
+1,663
| +0.9% | +$50.9K | 2.2% | 10 |
|
|
2013
Q3 | $5.31M | Sell |
184,910
-1,800
| -1% | -$51.7K | 2.19% | 12 |
|
|
2013
Q2 | $5.23M | Buy |
+186,710
| New | +$5.23M | 2.25% | 8 |
|