BIM
Barton Investment Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
9,766
+18
| +0.2% | +$436 | 0.02% | 47 |
|
|
2025
Q1 | $247K | Buy |
9,748
+17
| +0.2% | +$431 | 0.03% | 43 |
|
|
2024
Q4 | $258K | Buy |
9,731
+16
| +0.2% | +$424 | 0.03% | 42 |
|
|
2024
Q3 | $281K | Buy |
9,715
+1,015
| +12% | +$29.4K | 0.04% | 44 |
|
|
2024
Q2 | $243K | Hold |
8,700
| – | – | 0.03% | 43 |
|
|
2024
Q1 | $241K | Hold |
8,700
| – | – | 0.03% | 44 |
|
|
2023
Q4 | $250K | Hold |
8,700
| – | – | 0.03% | 44 |
|
|
2023
Q3 | $289K | Hold |
8,700
| – | – | 0.05% | 39 |
|
|
2023
Q2 | $319K | Hold |
8,700
| – | – | 0.05% | 38 |
|
|
2023
Q1 | $355K | Hold |
8,700
| – | – | 0.06% | 37 |
|
|
2022
Q4 | $446K | Hold |
8,700
| – | – | 0.09% | 37 |
|
|
2022
Q3 | $381K | Hold |
8,700
| – | – | 0.08% | 36 |
|
|
2022
Q2 | $456K | Hold |
8,700
| – | – | 0.09% | 36 |
|
|
2022
Q1 | $450K | Hold |
8,700
| – | – | 0.06% | 37 |
|
|
2021
Q4 | $514K | Hold |
8,700
| – | – | 0.04% | 35 |
|
|
2021
Q3 | $374K | Hold |
8,700
| – | – | 0.03% | 37 |
|
|
2021
Q2 | $340K | Hold |
8,700
| – | – | 0.03% | 39 |
|
|
2021
Q1 | $315K | Hold |
8,700
| – | – | 0.03% | 37 |
|
|
2020
Q4 | $320K | Hold |
8,700
| – | – | 0.03% | 38 |
|
|
2020
Q3 | $319K | Hold |
8,700
| – | – | 0.03% | 37 |
|
|
2020
Q2 | $284K | Hold |
8,700
| – | – | 0.03% | 38 |
|
|
2020
Q1 | $284K | Hold |
8,700
| – | – | 0.04% | 37 |
|
|
2019
Q4 | $341K | Hold |
8,700
| – | – | 0.05% | 38 |
|
|
2019
Q3 | $313K | Hold |
8,700
| – | – | 0.05% | 37 |
|
|
2019
Q2 | $377K | Hold |
8,700
| – | – | 0.06% | 37 |
|
|
2019
Q1 | $369K | Hold |
8,700
| – | – | 0.06% | 38 |
|
|
2018
Q4 | $380K | Hold |
8,700
| – | – | 0.08% | 36 |
|
|
2018
Q3 | $383K | Hold |
8,700
| – | – | 0.06% | 38 |
|
|
2018
Q2 | $315K | Hold |
8,700
| – | – | 0.05% | 39 |
|
|
2018
Q1 | $309K | Hold |
8,700
| – | – | 0.06% | 38 |
|
|
2017
Q4 | $315K | Hold |
8,700
| – | – | 0.07% | 38 |
|
|
2017
Q3 | $311K | Hold |
8,700
| – | – | 0.07% | 38 |
|
|
2017
Q2 | $292K | Hold |
8,700
| – | – | 0.08% | 38 |
|
|
2017
Q1 | $297K | Hold |
8,700
| – | – | 0.09% | 39 |
|
|
2016
Q4 | $282K | Hold |
8,700
| – | – | 0.09% | 39 |
|
|
2016
Q3 | $294K | Hold |
8,700
| – | – | 0.1% | 39 |
|
|
2016
Q2 | $306K | Sell |
8,700
-3,856
| -31% | -$136K | 0.11% | 39 |
|
|
2016
Q1 | $372K | Buy |
12,556
+3,856
| +44% | +$114K | 0.1% | 42 |
|
|
2015
Q4 | $281K | Hold |
8,700
| – | – | 0.09% | 40 |
|
|
2015
Q3 | $273K | Hold |
8,700
| – | – | 0.1% | 42 |
|
|
2015
Q2 | $292K | Hold |
8,700
| – | – | 0.1% | 40 |
|
|
2015
Q1 | $303K | Hold |
8,700
| – | – | 0.11% | 39 |
|
|
2014
Q4 | $271K | Hold |
8,700
| – | – | 0.1% | 42 |
|
|
2014
Q3 | $257K | Hold |
8,700
| – | – | 0.1% | 43 |
|
|
2014
Q2 | $258K | Hold |
8,700
| – | – | 0.1% | 43 |
|
|
2014
Q1 | $279K | Sell |
8,700
-1,617
| -16% | -$51.9K | 0.11% | 42 |
|
|
2013
Q4 | $316K | Hold |
10,317
| – | – | 0.13% | 42 |
|
|
2013
Q3 | $296K | Hold |
10,317
| – | – | 0.13% | 41 |
|
|
2013
Q2 | $289K | Buy |
+10,317
| New | +$289K | 0.15% | 43 |
|