YHB Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
53,898
-6,608
| -11% | -$160K | 0.1% | 145 |
|
|
2025
Q1 | $1.53M | Sell |
60,506
-51
| -0.1% | -$1.29K | 0.13% | 136 |
|
|
2024
Q4 | $1.61M | Sell |
60,557
-2,580
| -4% | -$68.4K | 0.13% | 132 |
|
|
2024
Q3 | $1.83M | Sell |
63,137
-6,106
| -9% | -$177K | 0.15% | 129 |
|
|
2024
Q2 | $1.94M | Buy |
69,243
+4,649
| +7% | +$130K | 0.17% | 121 |
|
|
2024
Q1 | $1.79M | Sell |
64,594
-4,343
| -6% | -$121K | 0.16% | 123 |
|
|
2023
Q4 | $1.98M | Sell |
68,937
-6,612
| -9% | -$190K | 0.19% | 112 |
|
|
2023
Q3 | $2.51M | Sell |
75,549
-1,045
| -1% | -$34.7K | 0.23% | 101 |
|
|
2023
Q2 | $2.81M | Sell |
76,594
-3,311
| -4% | -$121K | 0.26% | 96 |
|
|
2023
Q1 | $3.26M | Buy |
79,905
+284
| +0.4% | +$11.6K | 0.33% | 84 |
|
|
2022
Q4 | $4.08M | Sell |
79,621
-868
| -1% | -$44.5K | 0.44% | 64 |
|
|
2022
Q3 | $3.52M | Buy |
80,489
+938
| +1% | +$41K | 0.39% | 71 |
|
|
2022
Q2 | $4.17M | Buy |
79,551
+66
| +0.1% | +$3.46K | 0.44% | 66 |
|
|
2022
Q1 | $4.12M | Sell |
79,485
-4,402
| -5% | -$228K | 0.36% | 74 |
|
|
2021
Q4 | $4.95M | Sell |
83,887
-1,871
| -2% | -$110K | 0.39% | 66 |
|
|
2021
Q3 | $3.69M | Sell |
85,758
-3,733
| -4% | -$161K | 0.32% | 89 |
|
|
2021
Q2 | $3.5M | Sell |
89,491
-2,312
| -3% | -$90.5K | 0.3% | 91 |
|
|
2021
Q1 | $3.54M | Sell |
91,803
-4,784
| -5% | -$185K | 0.31% | 87 |
|
|
2020
Q4 | $3.56M | Sell |
96,587
-3,736
| -4% | -$138K | 0.34% | 76 |
|
|
2020
Q3 | $3.49M | Sell |
100,323
-59,073
| -37% | -$2.06M | 0.38% | 69 |
|
|
2020
Q2 | $4.95M | Sell |
159,396
-1,011
| -0.6% | -$31.4K | 0.71% | 45 |
|
|
2020
Q1 | $4.97M | Sell |
160,407
-5,657
| -3% | -$175K | 0.86% | 37 |
|
|
2019
Q4 | $6.17M | Sell |
166,064
-1,538
| -0.9% | -$57.2K | 0.88% | 38 |
|
|
2019
Q3 | $5.71M | Buy |
167,602
+32,785
| +24% | +$1.12M | 0.87% | 39 |
|
|
2019
Q2 | $5.54M | Sell |
134,817
-4,348
| -3% | -$179K | 0.88% | 39 |
|
|
2019
Q1 | $5.61M | Sell |
139,165
-693
| -0.5% | -$27.9K | 0.88% | 37 |
|
|
2018
Q4 | $5.79M | Buy |
139,858
+16,487
| +13% | +$683K | 1.03% | 33 |
|
|
2018
Q3 | $5.16M | Sell |
123,371
-1,447
| -1% | -$60.5K | 0.78% | 40 |
|
|
2018
Q2 | $4.3M | Sell |
124,818
-280
| -0.2% | -$9.64K | 0.7% | 47 |
|
|
2018
Q1 | $4.21M | Sell |
125,098
-34,857
| -22% | -$1.17M | 0.71% | 44 |
|
|
2017
Q4 | $5.5M | Buy |
159,955
+17,235
| +12% | +$592K | 0.94% | 31 |
|
|
2017
Q3 | $4.83M | Sell |
142,720
-943,280
| -87% | -$31.9M | 0.86% | 35 |
|
|
2017
Q2 | $34.6M | Buy |
1,086,000
+935,209
| +620% | +$29.8M | 5.94% | 1 |
|
|
2017
Q1 | $4.85M | Sell |
150,791
-877
| -0.6% | -$28.2K | 0.93% | 35 |
|
|
2016
Q4 | $4.67M | Buy |
151,668
+1,885
| +1% | +$58.1K | 0.97% | 37 |
|
|
2016
Q3 | $4.81M | Buy |
149,783
+3,142
| +2% | +$101K | 1.16% | 27 |
|
|
2016
Q2 | $4.9M | Buy |
146,641
+2,164
| +1% | +$72.3K | 1.08% | 32 |
|
|
2016
Q1 | $4.06M | Buy |
144,477
+2,545
| +2% | +$71.6K | 1.1% | 30 |
|
|
2015
Q4 | $4.35M | Buy |
141,932
+2,520
| +2% | +$77.2K | 0.99% | 35 |
|
|
2015
Q3 | $4.16M | Buy |
139,412
+5,399
| +4% | +$161K | 0.98% | 33 |
|
|
2015
Q2 | $4.26M | Buy |
134,013
+1,866
| +1% | +$59.4K | 0.93% | 34 |
|
|
2015
Q1 | $4.36M | Buy |
132,147
+5,994
| +5% | +$198K | 0.98% | 30 |
|
|
2014
Q4 | $3.73M | Buy |
126,153
+5,565
| +5% | +$164K | 0.85% | 35 |
|
|
2014
Q3 | $3.38M | Buy |
120,588
+944
| +0.8% | +$26.5K | 0.81% | 43 |
|
|
2014
Q2 | $3.37M | Buy |
119,644
+26,470
| +28% | +$745K | 0.81% | 44 |
|
|
2014
Q1 | $2.84M | Buy |
93,174
+8,139
| +10% | +$248K | 0.72% | 53 |
|
|
2013
Q4 | $2.47M | Sell |
85,035
-1,844
| -2% | -$53.6K | 0.66% | 53 |
|
|
2013
Q3 | $2.37M | Sell |
86,879
-2,973
| -3% | -$81K | 0.7% | 52 |
|
|
2013
Q2 | $2.39M | Buy |
+89,852
| New | +$2.39M | 0.74% | 50 |
|