Aull & Monroe 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 | $976K | Sell |
40,265
-6,100
| -13% | -$148K | 0.52% | 54 |
|
2025
Q1 | $1.17M | Sell |
46,365
-2,239
| -5% | -$56.7K | 0.58% | 54 |
|
2024
Q4 | $1.29M | Sell |
48,604
-5,694
| -10% | -$151K | 0.66% | 51 |
|
2024
Q3 | $1.57M | Sell |
54,298
-1,609
| -3% | -$46.6K | 0.73% | 47 |
|
2024
Q2 | $1.56M | Sell |
55,907
-4,932
| -8% | -$138K | 0.77% | 47 |
|
2024
Q1 | $1.69M | Sell |
60,839
-3,566
| -6% | -$99K | 0.77% | 43 |
|
2023
Q4 | $1.85M | Sell |
64,405
-3,155
| -5% | -$90.8K | 0.92% | 39 |
|
2023
Q3 | $2.24M | Sell |
67,560
-600
| -0.9% | -$19.9K | 1.17% | 26 |
|
2023
Q2 | $2.5M | Sell |
68,160
-500
| -0.7% | -$18.3K | 1.26% | 25 |
|
2023
Q1 | $2.8M | Sell |
68,660
-1,532
| -2% | -$62.5K | 1.43% | 22 |
|
2022
Q4 | $3.6M | Sell |
70,192
-1,900
| -3% | -$97.4K | 1.79% | 17 |
|
2022
Q3 | $3.16M | Sell |
72,092
-2,200
| -3% | -$96.3K | 1.73% | 18 |
|
2022
Q2 | $3.9M | Sell |
74,292
-124
| -0.2% | -$6.5K | 1.97% | 15 |
|
2022
Q1 | $3.85M | Sell |
74,416
-250
| -0.3% | -$12.9K | 1.74% | 17 |
|
2021
Q4 | $4.41M | Sell |
74,666
-1,545
| -2% | -$91.2K | 1.96% | 13 |
|
2021
Q3 | $3.28M | Hold |
76,211
| – | – | 1.61% | 19 |
|
2021
Q2 | $2.98M | Buy |
76,211
+1,260
| +2% | +$49.3K | 1.42% | 25 |
|
2021
Q1 | $2.72M | Buy |
74,951
+2,650
| +4% | +$96K | 1.32% | 24 |
|
2020
Q4 | $2.66M | Buy |
72,301
+17,607
| +32% | +$648K | 1.42% | 21 |
|
2020
Q3 | $1.91M | Buy |
54,694
+527
| +1% | +$18.4K | 1.12% | 29 |
|
2020
Q2 | $1.68M | Sell |
54,167
-1,357
| -2% | -$42.1K | 1.04% | 34 |
|
2020
Q1 | $1.72M | Buy |
55,524
+334
| +0.6% | +$10.3K | 1.15% | 30 |
|
2019
Q4 | $2.05M | Sell |
55,190
-316
| -0.6% | -$11.7K | 1.04% | 33 |
|
2019
Q3 | $1.89M | Sell |
55,506
-3,559
| -6% | -$121K | 1% | 36 |
|
2019
Q2 | $2.43M | Sell |
59,065
-132
| -0.2% | -$5.42K | 1.29% | 25 |
|
2019
Q1 | $2.39M | Sell |
59,197
-3,273
| -5% | -$132K | 1.28% | 24 |
|
2018
Q4 | $2.59M | Sell |
62,470
-5,237
| -8% | -$217K | 1.48% | 21 |
|
2018
Q3 | $2.83M | Buy |
67,707
+211
| +0.3% | +$8.82K | 1.37% | 23 |
|
2018
Q2 | $2.32M | Sell |
67,496
-3,161
| -4% | -$109K | 1.19% | 26 |
|
2018
Q1 | $2.38M | Hold |
70,657
| – | – | 1.24% | 26 |
|
2017
Q4 | $2.43M | Sell |
70,657
-2,319
| -3% | -$79.7K | 1.22% | 25 |
|
2017
Q3 | $2.47M | Buy |
72,976
+503
| +0.7% | +$17K | 1.27% | 25 |
|
2017
Q2 | $2.31M | Sell |
72,473
-316
| -0.4% | -$10.1K | 1.23% | 26 |
|
2017
Q1 | $2.36M | Sell |
72,789
-420
| -0.6% | -$13.6K | 1.26% | 24 |
|
2016
Q4 | $2.26M | Sell |
73,209
-457
| -0.6% | -$14.1K | 1.27% | 25 |
|
2016
Q3 | $2.37M | Sell |
73,666
-2,108
| -3% | -$67.8K | 1.36% | 24 |
|
2016
Q2 | $2.53M | Buy |
75,774
+948
| +1% | +$31.7K | 1.46% | 20 |
|
2016
Q1 | $2.11M | Sell |
74,826
-22
| -0% | -$619 | 1.26% | 25 |
|
2015
Q4 | $2.29M | Sell |
74,848
-1,053
| -1% | -$32.2K | 1.42% | 21 |
|
2015
Q3 | $2.26M | Sell |
75,901
-159
| -0.2% | -$4.74K | 1.46% | 23 |
|
2015
Q2 | $2.56M | Buy |
76,060
+32
| +0% | +$1.08K | 1.5% | 24 |
|
2015
Q1 | $2.51M | Sell |
76,028
-606
| -0.8% | -$20K | 1.41% | 26 |
|
2014
Q4 | $2.27M | Sell |
76,634
-5,234
| -6% | -$155K | 1.23% | 31 |
|
2014
Q3 | $2.3M | Buy |
81,868
+597
| +0.7% | +$16.8K | 1.22% | 29 |
|
2014
Q2 | $2.29M | Buy |
81,271
+2,130
| +3% | +$60K | 1.22% | 28 |
|
2014
Q1 | $2.41M | Buy |
79,141
+1,792
| +2% | +$54.6K | 1.38% | 26 |
|
2013
Q4 | $2.25M | Buy |
77,349
+106
| +0.1% | +$3.08K | 1.31% | 28 |
|
2013
Q3 | $2.11M | Sell |
77,243
-475
| -0.6% | -$12.9K | 1.36% | 27 |
|
2013
Q2 | $2.07M | Buy |
+77,718
| New | +$2.07M | 1.39% | 24 |
|