Barton Investment Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
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|
2025
Q1 | $247K | Buy |
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|
2024
Q4 | $258K | Buy |
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|
2024
Q3 | $281K | Buy |
|
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|
2024
Q2 | $243K | Hold |
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|
2024
Q1 | $241K | Hold |
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|
2023
Q4 | $250K | Hold |
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|
2023
Q3 | $289K | Hold |
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|
2023
Q2 | $319K | Hold |
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|
2023
Q1 | $355K | Hold |
|
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|
2022
Q4 | $446K | Hold |
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|
2022
Q3 | $381K | Hold |
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|
2022
Q2 | $456K | Hold |
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|
2022
Q1 | $450K | Hold |
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|
2021
Q4 | $514K | Hold |
|
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|
2021
Q3 | $374K | Hold |
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|
2021
Q2 | $340K | Hold |
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|
2021
Q1 | $315K | Hold |
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|
2020
Q4 | $320K | Sell |
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|
2020
Q3 | $319K | Hold |
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|
2020
Q2 | $284K | Hold |
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|
2020
Q1 | $284K | Hold |
|
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|
2019
Q4 | $341K | Hold |
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|
2019
Q3 | $313K | Hold |
|
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|
2019
Q2 | $377K | Hold |
|
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|
2019
Q1 | $369K | Hold |
|
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|
2018
Q4 | $380K | Hold |
|
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|
2018
Q3 | $383K | Hold |
|
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|
2018
Q2 | $315K | Hold |
|
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|
2018
Q1 | $309K | Hold |
|
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|
2017
Q4 | $315K | Hold |
|
|||||
|
2017
Q3 | $311K | Hold |
|
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|
2017
Q2 | $292K | Hold |
|
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|
2017
Q1 | $297K | Hold |
|
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|
2016
Q4 | $282K | Hold |
|
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|
2016
Q3 | $294K | Hold |
|
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|
2016
Q2 | $306K | Sell |
|
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|
2016
Q1 | $372K | Buy |
|
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|
2015
Q4 | $281K | Hold |
|
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|
2015
Q3 | $273K | Hold |
|
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|
2015
Q2 | $292K | Hold |
|
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|
2015
Q1 | $303K | Hold |
|
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|
2014
Q4 | $271K | Hold |
|
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|
2014
Q3 | $257K | Hold |
|
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|
2014
Q2 | $258K | Hold |
|
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|
2014
Q1 | $279K | Sell |
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|
2013
Q4 | $316K | Hold |
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|
2013
Q3 | $296K | Hold |
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|
2013
Q2 | $289K | Buy |
|