Wills 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 | $260K | Buy |
10,712
+489
| +5% | +$11.9K | 0.11% | 60 |
|
|
2025
Q1 | $259K | Sell |
10,223
-278
| -3% | -$7.05K | 0.11% | 56 |
|
|
2024
Q4 | $279K | Sell |
10,501
-2,832
| -21% | -$75.1K | 0.12% | 58 |
|
|
2024
Q3 | $386K | Buy |
13,333
+143
| +1% | +$4.14K | 0.16% | 52 |
|
|
2024
Q2 | $369K | Sell |
13,190
-740
| -5% | -$20.7K | 0.17% | 50 |
|
|
2024
Q1 | $387K | Sell |
13,930
-345
| -2% | -$9.57K | 0.18% | 48 |
|
|
2023
Q4 | $411K | Sell |
14,275
-42,247
| -75% | -$1.22M | 0.21% | 46 |
|
|
2023
Q3 | $1.87M | Sell |
56,522
-1,916
| -3% | -$63.6K | 1.01% | 31 |
|
|
2023
Q2 | $2.14M | Buy |
58,438
+688
| +1% | +$25.2K | 1.09% | 28 |
|
|
2023
Q1 | $2.36M | Buy |
57,750
+2,641
| +5% | +$108K | 1.27% | 24 |
|
|
2022
Q4 | $2.82M | Sell |
55,109
-601
| -1% | -$30.8K | 1.57% | 23 |
|
|
2022
Q3 | $2.44M | Buy |
55,710
+1,049
| +2% | +$45.9K | 1.35% | 23 |
|
|
2022
Q2 | $2.87M | Sell |
54,661
-1,158
| -2% | -$60.7K | 1.41% | 26 |
|
|
2022
Q1 | $2.89M | Sell |
55,819
-1,771
| -3% | -$91.7K | 1.21% | 28 |
|
|
2021
Q4 | $3.4M | Sell |
57,590
-327
| -0.6% | -$19.3K | 1.34% | 28 |
|
|
2021
Q3 | $2.49M | Sell |
57,917
-4,177
| -7% | -$180K | 1.12% | 28 |
|
|
2021
Q2 | $2.43M | Sell |
62,094
-1,301
| -2% | -$50.9K | 1.05% | 30 |
|
|
2021
Q1 | $2.3M | Sell |
63,395
-4,497
| -7% | -$163K | 1.12% | 31 |
|
|
2020
Q4 | $2.5M | Sell |
67,892
-6,147
| -8% | -$226K | 1.25% | 27 |
|
|
2020
Q3 | $2.58M | Sell |
74,039
-1,031
| -1% | -$35.9K | 1.5% | 24 |
|
|
2020
Q2 | $2.33M | Sell |
75,070
-1,761
| -2% | -$54.6K | 1.45% | 25 |
|
|
2020
Q1 | $2.38M | Sell |
76,831
-6,470
| -8% | -$200K | 1.7% | 22 |
|
|
2019
Q4 | $3.1M | Buy |
83,301
+3,220
| +4% | +$120K | 1.78% | 21 |
|
|
2019
Q3 | $2.73M | Buy |
80,081
+1,078
| +1% | +$36.7K | 1.75% | 22 |
|
|
2019
Q2 | $3.25M | Sell |
79,003
-144
| -0.2% | -$5.92K | 2.12% | 17 |
|
|
2019
Q1 | $3.19M | Buy |
79,147
+6,541
| +9% | +$264K | 2.16% | 17 |
|
|
2018
Q4 | $3.01M | Sell |
72,606
-1,650
| -2% | -$68.3K | 2.31% | 14 |
|
|
2018
Q3 | $3.1M | Buy |
74,256
+1,660
| +2% | +$69.4K | 2.05% | 18 |
|
|
2018
Q2 | $2.5M | Buy |
72,596
+2,393
| +3% | +$82.3K | 1.81% | 23 |
|
|
2018
Q1 | $2.36M | Sell |
70,203
-942
| -1% | -$31.7K | 1.75% | 21 |
|
|
2017
Q4 | $2.44M | Sell |
71,145
-1,167
| -2% | -$40.1K | 1.7% | 22 |
|
|
2017
Q3 | $2.45M | Sell |
72,312
-3,768
| -5% | -$128K | 1.8% | 22 |
|
|
2017
Q2 | $2.43M | Sell |
76,080
-1,337
| -2% | -$42.6K | 1.8% | 19 |
|
|
2017
Q1 | $2.51M | Sell |
77,417
-1,046
| -1% | -$34K | 1.92% | 17 |
|
|
2016
Q4 | $2.42M | Buy |
78,463
+2,271
| +3% | +$70K | 1.97% | 19 |
|
|
2016
Q3 | $2.45M | Buy |
76,192
+7,421
| +11% | +$238K | 2.14% | 15 |
|
|
2016
Q2 | $2.3M | Buy |
68,771
+252
| +0.4% | +$8.42K | 1.91% | 15 |
|
|
2016
Q1 | $1.93M | Buy |
68,519
+7,954
| +13% | +$224K | 1.66% | 23 |
|
|
2015
Q4 | $1.85M | Buy |
60,565
+12,890
| +27% | +$395K | 1.63% | 22 |
|
|
2015
Q3 | $1.42M | Buy |
47,675
+381
| +0.8% | +$11.3K | 1.31% | 28 |
|
|
2015
Q2 | $1.5M | Sell |
47,294
-370
| -0.8% | -$11.8K | 1.28% | 27 |
|
|
2015
Q1 | $1.57M | Sell |
47,664
-1,730
| -4% | -$57.1K | 1.3% | 27 |
|
|
2014
Q4 | $1.46M | Sell |
49,394
-298
| -0.6% | -$8.8K | 1.18% | 27 |
|
|
2014
Q3 | $1.39M | Buy |
49,692
+1,038
| +2% | +$29.1K | 1.18% | 29 |
|
|
2014
Q2 | $1.37M | Buy |
48,654
+1,397
| +3% | +$39.3K | 1.14% | 33 |
|
|
2014
Q1 | $1.44M | Buy |
47,257
+320
| +0.7% | +$9.75K | 1.37% | 27 |
|
|
2013
Q4 | $1.36M | Buy |
+46,937
| New | +$1.36M | 1.4% | 28 |
|