Wells Trecaso Financial Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Buy |
14,579
+300
| +2% | +$7.27K | 0.11% | 72 |
|
|
2025
Q1 | $362K | Buy |
14,279
+250
| +2% | +$6.34K | 0.12% | 72 |
|
|
2024
Q4 | $372K | Sell |
14,029
-332
| -2% | -$8.81K | 0.12% | 69 |
|
|
2024
Q3 | $416K | Buy |
14,361
+350
| +2% | +$10.1K | 0.14% | 68 |
|
|
2024
Q2 | $392K | Sell |
14,011
-420
| -3% | -$11.8K | 0.14% | 66 |
|
|
2024
Q1 | $400K | Sell |
14,431
-899
| -6% | -$24.9K | 0.14% | 68 |
|
|
2023
Q4 | $441K | Sell |
15,330
-62
| -0.4% | -$1.79K | 0.18% | 58 |
|
|
2023
Q3 | $511K | Buy |
15,392
+25
| +0.2% | +$829 | 0.23% | 53 |
|
|
2023
Q2 | $564K | Sell |
15,367
-275
| -2% | -$10.1K | 0.24% | 52 |
|
|
2023
Q1 | $638K | Buy |
15,642
+25
| +0.2% | +$1.02K | 0.3% | 47 |
|
|
2022
Q4 | $800K | Sell |
15,617
-217
| -1% | -$11.1K | 0.4% | 42 |
|
|
2022
Q3 | $693K | Sell |
15,834
-500
| -3% | -$21.9K | 0.38% | 42 |
|
|
2022
Q2 | $856K | Sell |
16,334
-50
| -0.3% | -$2.62K | 0.44% | 41 |
|
|
2022
Q1 | $848K | Buy |
16,384
+10
| +0.1% | +$518 | 0.38% | 47 |
|
|
2021
Q4 | $967K | Sell |
16,374
-500
| -3% | -$29.5K | 0.42% | 43 |
|
|
2021
Q3 | $726K | Buy |
16,874
+50
| +0.3% | +$2.15K | 0.35% | 46 |
|
|
2021
Q2 | $659K | Buy |
16,824
+200
| +1% | +$7.83K | 0.32% | 50 |
|
|
2021
Q1 | $602K | Buy |
16,624
+115
| +0.7% | +$4.16K | 0.32% | 50 |
|
|
2020
Q4 | $608K | Sell |
16,509
-2,820
| -15% | -$104K | 0.34% | 48 |
|
|
2020
Q3 | $673K | Buy |
19,329
+168
| +0.9% | +$5.85K | 0.43% | 42 |
|
|
2020
Q2 | $594K | Buy |
19,161
+1,557
| +9% | +$48.3K | 0.41% | 44 |
|
|
2020
Q1 | $545K | Sell |
17,604
-2,048
| -10% | -$63.4K | 0.49% | 41 |
|
|
2019
Q4 | $731K | Buy |
19,652
+474
| +2% | +$17.6K | 0.53% | 39 |
|
|
2019
Q3 | $654K | Sell |
19,178
-179
| -0.9% | -$6.1K | 0.52% | 40 |
|
|
2019
Q2 | $796K | Sell |
19,357
-2,491
| -11% | -$102K | 0.65% | 35 |
|
|
2019
Q1 | $880K | Buy |
21,848
+246
| +1% | +$9.91K | 0.74% | 34 |
|
|
2018
Q4 | $895K | Buy |
21,602
+54
| +0.3% | +$2.24K | 0.86% | 30 |
|
|
2018
Q3 | $901K | Buy |
21,548
+385
| +2% | +$16.1K | 0.75% | 31 |
|
|
2018
Q2 | $728K | Buy |
21,163
+1,213
| +6% | +$41.7K | 0.68% | 32 |
|
|
2018
Q1 | $672K | Buy |
19,950
+504
| +3% | +$17K | 0.64% | 33 |
|
|
2017
Q4 | $668K | Buy |
+19,446
| New | +$668K | 0.65% | 30 |
|