Appleton Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
8,468
-2,948
| -26% | -$71.4K | 0.01% | 247 |
|
|
2025
Q1 | $289K | Buy |
11,416
+1,789
| +19% | +$45.3K | 0.02% | 217 |
|
|
2024
Q4 | $255K | Sell |
9,627
-310
| -3% | -$8.21K | 0.02% | 229 |
|
|
2024
Q3 | $288K | Sell |
9,937
-2,027
| -17% | -$58.7K | 0.02% | 222 |
|
|
2024
Q2 | $335K | Sell |
11,964
-3,131
| -21% | -$87.7K | 0.03% | 206 |
|
|
2024
Q1 | $419K | Sell |
15,095
-3,075
| -17% | -$85.4K | 0.03% | 204 |
|
|
2023
Q4 | $523K | Sell |
18,170
-2,966
| -14% | -$85.4K | 0.04% | 185 |
|
|
2023
Q3 | $701K | Sell |
21,136
-1,527
| -7% | -$50.6K | 0.06% | 160 |
|
|
2023
Q2 | $831K | Sell |
22,663
-11,530
| -34% | -$423K | 0.07% | 154 |
|
|
2023
Q1 | $1.4M | Buy |
34,193
+2,696
| +9% | +$110K | 0.12% | 134 |
|
|
2022
Q4 | $1.61M | Buy |
31,497
+760
| +2% | +$38.9K | 0.15% | 124 |
|
|
2022
Q3 | $1.35M | Buy |
30,737
+5,667
| +23% | +$248K | 0.13% | 132 |
|
|
2022
Q2 | $1.31M | Buy |
25,070
+1,322
| +6% | +$69.3K | 0.12% | 133 |
|
|
2022
Q1 | $1.23M | Sell |
23,748
-515
| -2% | -$26.7K | 0.1% | 148 |
|
|
2021
Q4 | $1.43M | Sell |
24,263
-1,519
| -6% | -$89.7K | 0.11% | 144 |
|
|
2021
Q3 | $1.11M | Buy |
25,782
+852
| +3% | +$36.6K | 0.09% | 150 |
|
|
2021
Q2 | $976K | Sell |
24,930
-611
| -2% | -$23.9K | 0.08% | 157 |
|
|
2021
Q1 | $925K | Sell |
25,541
-1,158
| -4% | -$41.9K | 0.09% | 152 |
|
|
2020
Q4 | $983K | Sell |
26,699
-1,117
| -4% | -$41.1K | 0.1% | 144 |
|
|
2020
Q3 | $969K | Sell |
27,816
-258
| -0.9% | -$8.99K | 0.11% | 138 |
|
|
2020
Q2 | $871K | Sell |
28,074
-711
| -2% | -$22.1K | 0.1% | 143 |
|
|
2020
Q1 | $891K | Sell |
28,785
-7,438
| -21% | -$230K | 0.12% | 138 |
|
|
2019
Q4 | $1.35M | Sell |
36,223
-3,723
| -9% | -$138K | 0.15% | 135 |
|
|
2019
Q3 | $1.36M | Sell |
39,946
-4,748
| -11% | -$162K | 0.16% | 129 |
|
|
2019
Q2 | $1.84M | Buy |
44,694
+3,169
| +8% | +$130K | 0.23% | 109 |
|
|
2019
Q1 | $1.67M | Sell |
41,525
-836
| -2% | -$33.7K | 0.22% | 115 |
|
|
2018
Q4 | $1.75M | Sell |
42,361
-1,113
| -3% | -$46.1K | 0.26% | 102 |
|
|
2018
Q3 | $1.82M | Buy |
43,474
+150
| +0.3% | +$6.27K | 0.24% | 104 |
|
|
2018
Q2 | $1.49M | Sell |
43,324
-4,318
| -9% | -$149K | 0.21% | 112 |
|
|
2018
Q1 | $1.6M | Sell |
47,642
-1,290
| -3% | -$43.4K | 0.24% | 102 |
|
|
2017
Q4 | $1.68M | Buy |
48,932
+787
| +2% | +$27.1K | 0.26% | 95 |
|
|
2017
Q3 | $1.63M | Buy |
48,145
+1,143
| +2% | +$38.7K | 0.27% | 93 |
|
|
2017
Q2 | $1.5M | Sell |
47,002
-2,104
| -4% | -$67.1K | 0.25% | 97 |
|
|
2017
Q1 | $1.59M | Sell |
49,106
-8,114
| -14% | -$263K | 0.29% | 91 |
|
|
2016
Q4 | $1.76M | Buy |
57,220
+772
| +1% | +$23.8K | 0.36% | 75 |
|
|
2016
Q3 | $1.81M | Buy |
56,448
+4,151
| +8% | +$133K | 0.34% | 83 |
|
|
2016
Q2 | $1.75M | Sell |
52,297
-18
| -0% | -$601 | 0.36% | 73 |
|
|
2016
Q1 | $1.47M | Buy |
52,315
+457
| +0.9% | +$12.9K | 0.29% | 81 |
|
|
2015
Q4 | $1.59M | Buy |
51,858
+6,308
| +14% | +$193K | 0.31% | 78 |
|
|
2015
Q3 | $1.36M | Sell |
45,550
-31,703
| -41% | -$944K | 0.31% | 78 |
|
|
2015
Q2 | $2.46M | Buy |
77,253
+12,736
| +20% | +$405K | 0.55% | 57 |
|
|
2015
Q1 | $2.13M | Sell |
64,517
-5,616
| -8% | -$185K | 0.48% | 62 |
|
|
2014
Q4 | $2.07M | Sell |
70,133
-1,291
| -2% | -$38.2K | 0.47% | 58 |
|
|
2014
Q3 | $2M | Buy |
71,424
+5,897
| +9% | +$165K | 0.47% | 59 |
|
|
2014
Q2 | $1.85M | Sell |
65,527
-292
| -0.4% | -$8.22K | 0.43% | 63 |
|
|
2014
Q1 | $2.01M | Buy |
65,819
+5,238
| +9% | +$160K | 0.47% | 58 |
|
|
2013
Q4 | $1.76M | Buy |
60,581
+1,209
| +2% | +$35.1K | 0.42% | 58 |
|
|
2013
Q3 | $1.62M | Buy |
59,372
+11,884
| +25% | +$324K | 0.43% | 61 |
|
|
2013
Q2 | $1.26M | Buy |
+47,488
| New | +$1.26M | 0.36% | 62 |
|