Angeles 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
Q1 | – | Sell |
-16,507
| Closed | -$438K | – | 150 |
|
|
2024
Q4 | $438K | Sell |
16,507
-340
| -2% | -$9.02K | 0.02% | 107 |
|
|
2024
Q3 | $488K | Hold |
16,847
| – | – | 0.02% | 104 |
|
|
2024
Q2 | $471K | Sell |
16,847
-3,650
| -18% | -$102K | 0.02% | 110 |
|
|
2024
Q1 | $569K | Buy |
20,497
+1,495
| +8% | +$41.5K | 0.03% | 93 |
|
|
2023
Q4 | $547K | Buy |
19,002
+514
| +3% | +$14.8K | 0.03% | 86 |
|
|
2023
Q3 | $613K | Sell |
18,488
-732
| -4% | -$24.3K | 0.05% | 59 |
|
|
2023
Q2 | $705K | Buy |
19,220
+1,442
| +8% | +$52.9K | 0.06% | 43 |
|
|
2023
Q1 | $725K | Buy |
17,778
+10,335
| +139% | +$422K | 0.06% | 36 |
|
|
2022
Q4 | $381K | Buy |
+7,443
| New | +$381K | 0.03% | 51 |
|
|
2022
Q3 | – | Sell |
-6,680
| Closed | -$350K | – | 98 |
|
|
2022
Q2 | $350K | Hold |
6,680
| – | – | 0.03% | 51 |
|
|
2022
Q1 | $346K | Sell |
6,680
-9,706
| -59% | -$503K | 0.02% | 76 |
|
|
2021
Q4 | $968K | Buy |
16,386
+5,160
| +46% | +$305K | 0.05% | 81 |
|
|
2021
Q3 | $483K | Buy |
+11,226
| New | +$483K | 0.03% | 110 |
|
|
2020
Q3 | – | Sell |
-8,118
| Closed | -$252K | – | 115 |
|
|
2020
Q2 | $252K | Buy |
+8,118
| New | +$252K | 0.04% | 91 |
|
|
2020
Q1 | – | Sell |
-6,209
| Closed | -$231K | – | 101 |
|
|
2019
Q4 | $231K | Hold |
6,209
| – | – | 0.05% | 78 |
|
|
2019
Q3 | $212K | Buy |
+6,209
| New | +$212K | 0.05% | 73 |
|