Aspiriant LLC’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $670K | Sell |
27,652
-1,475
| -5% | -$35.8K | 0.02% | 174 |
|
|
2025
Q1 | $738K | Sell |
29,127
-2,412
| -8% | -$61.1K | 0.03% | 160 |
|
|
2024
Q4 | $837K | Sell |
31,539
-6,473
| -17% | -$172K | 0.03% | 155 |
|
|
2024
Q3 | $1.1M | Buy |
38,012
+2,274
| +6% | +$65.8K | 0.04% | 138 |
|
|
2024
Q2 | $1,000K | Sell |
35,738
-5,117
| -13% | -$143K | 0.04% | 138 |
|
|
2024
Q1 | $1.13M | Sell |
40,855
-2,621
| -6% | -$72.7K | 0.05% | 139 |
|
|
2023
Q4 | $1.25M | Sell |
43,476
-323
| -0.7% | -$9.3K | 0.06% | 127 |
|
|
2023
Q3 | $1.45M | Buy |
43,799
+834
| +2% | +$27.7K | 0.07% | 104 |
|
|
2023
Q2 | $1.58M | Buy |
42,965
+2,673
| +7% | +$98K | 0.08% | 99 |
|
|
2023
Q1 | $1.64M | Buy |
40,292
+114
| +0.3% | +$4.65K | 0.09% | 99 |
|
|
2022
Q4 | $2.06M | Buy |
40,178
+13,164
| +49% | +$675K | 0.1% | 88 |
|
|
2022
Q3 | $1.18M | Buy |
27,014
+1,382
| +5% | +$60.5K | 0.06% | 108 |
|
|
2022
Q2 | $1.35M | Sell |
25,632
-751
| -3% | -$39.5K | 0.07% | 103 |
|
|
2022
Q1 | $1.37M | Sell |
26,383
-1,343
| -5% | -$69.5K | 0.08% | 110 |
|
|
2021
Q4 | $1.64M | Buy |
27,726
+1,661
| +6% | +$98.1K | 0.09% | 100 |
|
|
2021
Q3 | $1.12M | Sell |
26,065
-404
| -2% | -$17.4K | 0.07% | 111 |
|
|
2021
Q2 | $1.04M | Sell |
26,469
-661
| -2% | -$25.9K | 0.06% | 113 |
|
|
2021
Q1 | $984K | Buy |
27,130
+2,546
| +10% | +$92.3K | 0.06% | 107 |
|
|
2020
Q4 | $906K | Sell |
24,584
-30,177
| -55% | -$1.11M | 0.06% | 108 |
|
|
2020
Q3 | $1.91M | Buy |
54,761
+26,888
| +96% | +$937K | 0.15% | 69 |
|
|
2020
Q2 | $864K | Buy |
27,873
+2,283
| +9% | +$70.8K | 0.08% | 92 |
|
|
2020
Q1 | $793K | Sell |
25,590
-1,577
| -6% | -$48.9K | 0.08% | 92 |
|
|
2019
Q4 | $1.01M | Sell |
27,167
-100
| -0.4% | -$3.72K | 0.09% | 95 |
|
|
2019
Q3 | $930K | Buy |
27,267
+1,387
| +5% | +$47.3K | 0.08% | 112 |
|
|
2019
Q2 | $1.06M | Sell |
25,880
-643
| -2% | -$26.3K | 0.09% | 102 |
|
|
2019
Q1 | $1.07M | Sell |
26,523
-3,850
| -13% | -$155K | 0.09% | 105 |
|
|
2018
Q4 | $1.26M | Sell |
30,373
-529
| -2% | -$21.9K | 0.1% | 96 |
|
|
2018
Q3 | $1.3M | Sell |
30,902
-2,088
| -6% | -$87.5K | 0.11% | 98 |
|
|
2018
Q2 | $1.14M | Sell |
32,990
-4,406
| -12% | -$152K | 0.1% | 100 |
|
|
2018
Q1 | $1.26M | Buy |
37,396
+30,749
| +463% | +$1.04M | 0.11% | 93 |
|
|
2017
Q4 | $228K | Sell |
6,647
-29,624
| -82% | -$1.02M | 0.07% | 72 |
|
|
2017
Q3 | $1.23M | Sell |
36,271
-4,231
| -10% | -$143K | 0.1% | 95 |
|
|
2017
Q2 | $1.29M | Buy |
40,502
+818
| +2% | +$26.1K | 0.11% | 98 |
|
|
2017
Q1 | $1.29M | Sell |
39,684
-701
| -2% | -$22.8K | 0.11% | 105 |
|
|
2016
Q4 | $1.25M | Buy |
40,385
+2,042
| +5% | +$63K | 0.11% | 96 |
|
|
2016
Q3 | $1.23M | Buy |
38,343
+32,196
| +524% | +$1.03M | 0.12% | 94 |
|
|
2016
Q2 | $205K | Buy |
+6,147
| New | +$205K | 0.02% | 173 |
|