Atwood & Palmer’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
9,929
-610
| -6% | -$14.8K | 0.02% | 143 |
|
|
2025
Q1 | $267K | Sell |
10,539
-3,400
| -24% | -$86.2K | 0.02% | 133 |
|
|
2024
Q4 | $370K | Sell |
13,939
-2,000
| -13% | -$53.1K | 0.03% | 122 |
|
|
2024
Q3 | $461K | Hold |
15,939
| – | – | 0.03% | 112 |
|
|
2024
Q2 | $446K | Sell |
15,939
-350
| -2% | -$9.79K | 0.03% | 112 |
|
|
2024
Q1 | $452K | Sell |
16,289
-4,210
| -21% | -$117K | 0.03% | 110 |
|
|
2023
Q4 | $590K | Sell |
20,499
-400
| -2% | -$11.5K | 0.05% | 101 |
|
|
2023
Q3 | $693K | Buy |
20,899
+1,500
| +8% | +$49.8K | 0.06% | 90 |
|
|
2023
Q2 | $712K | Buy |
19,399
+1,600
| +9% | +$58.7K | 0.06% | 97 |
|
|
2023
Q1 | $726K | Hold |
17,799
| – | – | 0.07% | 89 |
|
|
2022
Q4 | $912K | Hold |
17,799
| – | – | 0.08% | 92 |
|
|
2022
Q3 | $779K | Hold |
17,799
| – | – | 0.08% | 93 |
|
|
2022
Q2 | $933K | Sell |
17,799
-1,490
| -8% | -$78.1K | 0.09% | 81 |
|
|
2022
Q1 | $999K | Sell |
19,289
-4,200
| -18% | -$218K | 0.09% | 82 |
|
|
2021
Q4 | $1.39M | Sell |
23,489
-20
| -0.1% | -$1.18K | 0.12% | 75 |
|
|
2021
Q3 | $1.01M | Buy |
23,509
+350
| +2% | +$15.1K | 0.09% | 79 |
|
|
2021
Q2 | $907K | Sell |
23,159
-1,816
| -7% | -$71.1K | 0.08% | 82 |
|
|
2021
Q1 | $905K | Buy |
24,975
+1,317
| +6% | +$47.7K | 0.09% | 81 |
|
|
2020
Q4 | $871K | Buy |
23,658
+379
| +2% | +$14K | 0.09% | 79 |
|
|
2020
Q3 | $811K | Hold |
23,279
| – | – | 0.1% | 74 |
|
|
2020
Q2 | $722K | Hold |
23,279
| – | – | 0.1% | 78 |
|
|
2020
Q1 | $721K | Hold |
23,279
| – | – | 0.11% | 75 |
|
|
2019
Q4 | $865K | Hold |
23,279
| – | – | 0.11% | 71 |
|
|
2019
Q3 | $794K | Hold |
23,279
| – | – | 0.11% | 73 |
|
|
2019
Q2 | $957K | Sell |
23,279
-168
| -0.7% | -$6.91K | 0.13% | 70 |
|
|
2019
Q1 | $945K | Hold |
23,447
| – | – | 0.13% | 67 |
|
|
2018
Q4 | $971K | Buy |
23,447
+4,007
| +21% | +$166K | 0.15% | 67 |
|
|
2018
Q3 | $813K | Sell |
19,440
-73
| -0.4% | -$3.05K | 0.11% | 73 |
|
|
2018
Q2 | $672K | Buy |
19,513
+73
| +0.4% | +$2.51K | 0.09% | 76 |
|
|
2018
Q1 | $655K | Hold |
19,440
| – | – | 0.09% | 74 |
|
|
2017
Q4 | $668K | Sell |
19,440
-3,044
| -14% | -$105K | 0.09% | 76 |
|
|
2017
Q3 | $762K | Sell |
22,484
-145
| -0.6% | -$4.91K | 0.11% | 74 |
|
|
2017
Q2 | $721K | Sell |
22,629
-494
| -2% | -$15.7K | 0.11% | 74 |
|
|
2017
Q1 | $750K | Buy |
23,123
+2,108
| +10% | +$68.4K | 0.12% | 70 |
|
|
2016
Q4 | $648K | Sell |
21,015
-10,646
| -34% | -$328K | 0.12% | 71 |
|
|
2016
Q3 | $1.02M | Hold |
31,661
| – | – | 0.18% | 61 |
|
|
2016
Q2 | $1.06M | Hold |
31,661
| – | – | 0.19% | 62 |
|
|
2016
Q1 | $890K | Buy |
31,661
+105
| +0.3% | +$2.95K | 0.16% | 67 |
|
|
2015
Q4 | $966K | Hold |
31,556
| – | – | 0.18% | 70 |
|
|
2015
Q3 | $940K | Buy |
31,556
+146
| +0.5% | +$4.35K | 0.18% | 69 |
|
|
2015
Q2 | $999K | Hold |
31,410
| – | – | 0.18% | 73 |
|
|
2015
Q1 | $1.04M | Buy |
31,410
+434
| +1% | +$14.3K | 0.19% | 72 |
|
|
2014
Q4 | $916K | Sell |
30,976
-3,633
| -10% | -$107K | 0.17% | 70 |
|
|
2014
Q3 | $973K | Buy |
34,609
+13,327
| +63% | +$375K | 0.18% | 68 |
|
|
2014
Q2 | $599K | Sell |
21,282
-14,398
| -40% | -$405K | 0.16% | 78 |
|
|
2014
Q1 | $1.09M | Hold |
35,680
| – | – | 0.25% | 46 |
|
|
2013
Q4 | $1.04M | Buy |
35,680
+1,412
| +4% | +$41K | 0.26% | 46 |
|
|
2013
Q3 | $934K | Hold |
34,268
| – | – | 0.26% | 47 |
|
|
2013
Q2 | $911K | Buy |
+34,268
| New | +$911K | 0.25% | 47 |
|