Winthrop Advisory 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 | $344K | Sell |
14,212
-677
| -5% | -$16.4K | 0.03% | 124 |
|
|
2025
Q1 | $377K | Sell |
14,889
-622
| -4% | -$15.8K | 0.05% | 103 |
|
|
2024
Q4 | $412K | Sell |
15,511
-323
| -2% | -$8.57K | 0.05% | 103 |
|
|
2024
Q3 | $458K | Buy |
15,834
+397
| +3% | +$11.5K | 0.06% | 92 |
|
|
2024
Q2 | $432K | Sell |
15,437
-34
| -0.2% | -$951 | 0.06% | 92 |
|
|
2024
Q1 | $429K | Sell |
15,471
-413
| -3% | -$11.5K | 0.06% | 92 |
|
|
2023
Q4 | $457K | Sell |
15,884
-925
| -6% | -$26.6K | 0.07% | 84 |
|
|
2023
Q3 | $558K | Sell |
16,809
-856
| -5% | -$28.4K | 0.09% | 64 |
|
|
2023
Q2 | $648K | Sell |
17,665
-105
| -0.6% | -$3.85K | 0.1% | 65 |
|
|
2023
Q1 | $725K | Sell |
17,770
-816
| -4% | -$33.3K | 0.13% | 58 |
|
|
2022
Q4 | $952K | Buy |
18,586
+1,386
| +8% | +$71K | 0.18% | 50 |
|
|
2022
Q3 | $753K | Buy |
17,200
+1,653
| +11% | +$72.4K | 0.16% | 49 |
|
|
2022
Q2 | $815K | Sell |
15,547
-17
| -0.1% | -$891 | 0.19% | 47 |
|
|
2022
Q1 | $806K | Buy |
15,564
+452
| +3% | +$23.4K | 0.17% | 49 |
|
|
2021
Q4 | $892K | Buy |
15,112
+23
| +0.2% | +$1.36K | 0.18% | 47 |
|
|
2021
Q3 | $649K | Buy |
15,089
+759
| +5% | +$32.6K | 0.14% | 52 |
|
|
2021
Q2 | $561K | Sell |
14,330
-706
| -5% | -$27.6K | 0.13% | 55 |
|
|
2021
Q1 | $545K | Sell |
15,036
-1,787
| -11% | -$64.8K | 0.13% | 57 |
|
|
2020
Q4 | $619K | Buy |
16,823
+1,495
| +10% | +$55K | 0.16% | 50 |
|
|
2020
Q3 | $536K | Buy |
15,328
+2,346
| +18% | +$82K | 0.16% | 51 |
|
|
2020
Q2 | $416K | Buy |
12,982
+23
| +0.2% | +$737 | 0.15% | 50 |
|
|
2020
Q1 | $401K | Sell |
12,959
-82
| -0.6% | -$2.54K | 0.16% | 47 |
|
|
2019
Q4 | $485K | Buy |
13,041
+226
| +2% | +$8.41K | 0.17% | 54 |
|
|
2019
Q3 | $437K | Buy |
12,815
+12
| +0.1% | +$409 | 0.17% | 52 |
|
|
2019
Q2 | $526K | Sell |
12,803
-116
| -0.9% | -$4.77K | 0.22% | 45 |
|
|
2019
Q1 | $523K | Buy |
12,919
+31
| +0.2% | +$1.26K | 0.23% | 46 |
|
|
2018
Q4 | $534K | Buy |
12,888
+939
| +8% | +$38.9K | 0.27% | 43 |
|
|
2018
Q3 | $500K | Buy |
11,949
+145
| +1% | +$6.07K | 0.28% | 42 |
|
|
2018
Q2 | $406K | Buy |
11,804
+4
| +0% | +$138 | 0.27% | 45 |
|
|
2018
Q1 | $414K | Sell |
11,800
-552
| -4% | -$19.4K | 0.29% | 46 |
|
|
2017
Q4 | $427K | Buy |
+12,352
| New | +$427K | 0.3% | 46 |
|