Aspen Investment Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
10,861
-1,200
| -10% | -$29.1K | 0.11% | 139 |
|
|
2025
Q1 | $306K | Sell |
12,061
-511
| -4% | -$13K | 0.14% | 124 |
|
|
2024
Q4 | $334K | Sell |
12,572
-4,729
| -27% | -$126K | 0.16% | 119 |
|
|
2024
Q3 | $501K | Hold |
17,301
| – | – | 0.23% | 99 |
|
|
2024
Q2 | $484K | Sell |
17,301
-700
| -4% | -$19.6K | 0.24% | 98 |
|
|
2024
Q1 | $500K | Sell |
18,001
-250
| -1% | -$6.94K | 0.25% | 100 |
|
|
2023
Q4 | $525K | Sell |
18,251
-620
| -3% | -$17.8K | 0.29% | 89 |
|
|
2023
Q3 | $625K | Sell |
18,871
-250
| -1% | -$8.28K | 0.38% | 72 |
|
|
2023
Q2 | $701K | Hold |
19,121
| – | – | 0.42% | 69 |
|
|
2023
Q1 | $780K | Sell |
19,121
-1,157
| -6% | -$47.2K | 0.5% | 64 |
|
|
2022
Q4 | $1.04M | Sell |
20,278
-327
| -2% | -$16.8K | 0.68% | 49 |
|
|
2022
Q3 | $902K | Sell |
20,605
-400
| -2% | -$17.5K | 0.6% | 56 |
|
|
2022
Q2 | $1.1M | Sell |
21,005
-450
| -2% | -$23.6K | 0.69% | 50 |
|
|
2022
Q1 | $1.11M | Sell |
21,455
-270
| -1% | -$14K | 0.58% | 59 |
|
|
2021
Q4 | $1.28M | Hold |
21,725
| – | – | 0.63% | 51 |
|
|
2021
Q3 | $934K | Sell |
21,725
-3,493
| -14% | -$150K | 0.49% | 69 |
|
|
2021
Q2 | $988K | Sell |
25,218
-316
| -1% | -$12.4K | 0.52% | 71 |
|
|
2021
Q1 | $925K | Sell |
25,534
-14,068
| -36% | -$510K | 0.52% | 71 |
|
|
2020
Q4 | $1.46M | Sell |
39,602
-2,204
| -5% | -$81.1K | 0.86% | 38 |
|
|
2020
Q3 | $1.46M | Buy |
41,806
+10,099
| +32% | +$352K | 0.97% | 29 |
|
|
2020
Q2 | $984K | Buy |
31,707
+4,513
| +17% | +$140K | 0.71% | 45 |
|
|
2020
Q1 | $842K | Sell |
27,194
-369
| -1% | -$11.4K | 0.73% | 38 |
|
|
2019
Q4 | $1.03M | Sell |
27,563
-959
| -3% | -$35.7K | 0.64% | 52 |
|
|
2019
Q3 | $972K | Sell |
28,522
-422
| -1% | -$14.4K | 0.65% | 56 |
|
|
2019
Q2 | $1.19M | Sell |
28,944
-421
| -1% | -$17.3K | 0.78% | 40 |
|
|
2019
Q1 | $1.18M | Sell |
29,365
-74
| -0.3% | -$2.98K | 0.83% | 36 |
|
|
2018
Q4 | $1.22M | Hold |
29,439
| – | – | 0.98% | 28 |
|
|
2018
Q3 | $1.23M | Hold |
29,439
| – | – | 0.81% | 34 |
|
|
2018
Q2 | $1.01M | Sell |
29,439
-178
| -0.6% | -$6.13K | 0.7% | 42 |
|
|
2018
Q1 | $997K | Sell |
29,617
-472
| -2% | -$15.9K | 0.71% | 43 |
|
|
2017
Q4 | $1.03M | Hold |
30,089
| – | – | 0.74% | 41 |
|
|
2017
Q3 | $1.02M | Hold |
30,089
| – | – | 0.76% | 38 |
|
|
2017
Q2 | $959K | Sell |
30,089
-210
| -0.7% | -$6.69K | 0.72% | 36 |
|
|
2017
Q1 | $983K | Sell |
30,299
-260
| -0.9% | -$8.44K | 0.73% | 35 |
|
|
2016
Q4 | $942K | Hold |
30,559
| – | – | 0.71% | 35 |
|
|
2016
Q3 | $982K | Sell |
30,559
-316
| -1% | -$10.2K | 0.78% | 31 |
|
|
2016
Q2 | $1.03M | Sell |
30,875
-573
| -2% | -$19.1K | 0.85% | 28 |
|
|
2016
Q1 | $884K | Sell |
31,448
-1,015
| -3% | -$28.5K | 0.81% | 31 |
|
|
2015
Q4 | $994K | Sell |
32,463
-211
| -0.6% | -$6.46K | 0.99% | 25 |
|
|
2015
Q3 | $974K | Sell |
32,674
-432
| -1% | -$12.9K | 0.95% | 28 |
|
|
2015
Q2 | $1.05M | Hold |
33,106
| – | – | 0.88% | 25 |
|
|
2015
Q1 | $1.09M | Sell |
33,106
-569
| -2% | -$18.8K | 0.87% | 28 |
|
|
2014
Q4 | $995K | Sell |
33,675
-1,634
| -5% | -$48.3K | 0.84% | 32 |
|
|
2014
Q3 | $991K | Sell |
35,309
-23,852
| -40% | -$669K | 0.83% | 33 |
|
|
2014
Q2 | $1.67M | Sell |
59,161
-769
| -1% | -$21.7K | 1.02% | 28 |
|
|
2014
Q1 | $1.83M | Sell |
59,930
-64
| -0.1% | -$1.95K | 1.16% | 24 |
|
|
2013
Q4 | $1.74M | Buy |
59,994
+338
| +0.6% | +$9.82K | 1.16% | 22 |
|
|
2013
Q3 | $1.63M | Sell |
59,656
-148
| -0.2% | -$4.03K | 1.15% | 25 |
|
|
2013
Q2 | $1.59M | Buy |
+59,804
| New | +$1.59M | 1.08% | 26 |
|