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