Badgley Phelps Wealth Managers’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.44M | Sell |
59,434
-521
| -0.9% | -$12.6K | 0.03% | 163 |
|
2025
Q1 | $1.52M | Sell |
59,955
-8,320
| -12% | -$211K | 0.04% | 159 |
|
2024
Q4 | $1.81M | Sell |
68,275
-323,590
| -83% | -$8.58M | 0.04% | 151 |
|
2024
Q3 | $11.3M | Buy |
391,865
+7,741
| +2% | +$224K | 0.26% | 99 |
|
2024
Q2 | $10.7M | Buy |
384,124
+19,871
| +5% | +$556K | 0.27% | 97 |
|
2024
Q1 | $10.1M | Buy |
364,253
+29,480
| +9% | +$818K | 0.25% | 102 |
|
2023
Q4 | $9.64M | Sell |
334,773
-47,069
| -12% | -$1.36M | 0.26% | 99 |
|
2023
Q3 | $12.7M | Buy |
381,842
+7,832
| +2% | +$260K | 0.43% | 74 |
|
2023
Q2 | $13.7M | Buy |
374,010
+2,864
| +0.8% | +$105K | 0.45% | 72 |
|
2023
Q1 | $15.1M | Buy |
371,146
+5,918
| +2% | +$241K | 0.56% | 65 |
|
2022
Q4 | $18.7M | Buy |
365,228
+8,802
| +2% | +$451K | 0.75% | 42 |
|
2022
Q3 | $15.6M | Buy |
356,426
+8,611
| +2% | +$377K | 0.67% | 52 |
|
2022
Q2 | $18.2M | Buy |
347,815
+1,828
| +0.5% | +$95.8K | 0.75% | 44 |
|
2022
Q1 | $17.9M | Buy |
345,987
+8,025
| +2% | +$415K | 0.62% | 53 |
|
2021
Q4 | $20M | Buy |
337,962
+11,467
| +4% | +$677K | 0.65% | 53 |
|
2021
Q3 | $14M | Buy |
+326,495
| New | +$14M | 0.51% | 67 |
|