Beaumont Financial Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-9,436
| Closed | -$235K | – | 388 |
|
|
2025
Q4 | $235K | Sell |
9,436
-946
| -9% | -$23.9K | 0.02% | 335 |
|
|
2025
Q3 | $265K | Buy |
10,382
+42
| +0.4% | +$1.04K | 0.02% | 342 |
|
|
2025
Q2 | $251K | Sell |
10,340
-2,664
| -20% | -$62.1K | 0.02% | 332 |
|
|
2025
Q1 | $330K | Sell |
13,004
-2,240
| -15% | -$58.6K | 0.03% | 274 |
|
|
2024
Q4 | $404K | Sell |
15,244
-1,561
| -9% | -$42.3K | 0.03% | 250 |
|
|
2024
Q3 | $486K | Buy |
16,805
+295
| +2% | +$8.61K | 0.04% | 214 |
|
|
2024
Q2 | $462K | Sell |
16,510
-2,638
| -14% | -$72.6K | 0.04% | 220 |
|
|
2024
Q1 | $531K | Sell |
19,148
-1,255
| -6% | -$34.8K | 0.04% | 195 |
|
|
2023
Q4 | $587K | Sell |
20,403
-5,128
| -20% | -$155K | 0.05% | 179 |
|
|
2023
Q3 | $847K | Sell |
25,531
-1,179
| -4% | -$41.7K | 0.08% | 136 |
|
|
2023
Q2 | $980K | Buy |
26,710
+426
| +2% | +$16.6K | 0.09% | 136 |
|
|
2023
Q1 | $1.07M | Sell |
26,284
-2,873
| -10% | -$124K | 0.11% | 112 |
|
|
2022
Q4 | $1.49M | Sell |
29,157
-685
| -2% | -$32.8K | 0.15% | 99 |
|
|
2022
Q3 | $1.31M | Buy |
29,842
+1,465
| +5% | +$71.2K | 0.13% | 102 |
|
|
2022
Q2 | $1.49M | Sell |
28,377
-809
| -3% | -$41.2K | 0.13% | 101 |
|
|
2022
Q1 | $1.51M | Buy |
29,186
+3,041
| +12% | +$158K | 0.11% | 125 |
|
|
2021
Q4 | $1.54M | Sell |
26,145
-739
| -3% | -$36.6K | 0.11% | 119 |
|
|
2021
Q3 | $1.16M | Buy |
26,884
+333
| +1% | +$14.8K | 0.09% | 129 |
|
|
2021
Q2 | $1.04M | Sell |
26,551
-414
| -2% | -$16.1K | 0.08% | 138 |
|
|
2021
Q1 | $977K | Sell |
26,965
-7,121
| -21% | -$253K | 0.08% | 141 |
|
|
2020
Q4 | $1.25M | Sell |
34,086
-2,559
| -7% | -$93.9K | 0.11% | 125 |
|
|
2020
Q3 | $1.28M | Buy |
36,645
+751
| +2% | +$26.3K | 0.12% | 117 |
|
|
2020
Q2 | $1.11M | Sell |
35,894
-853
| -2% | -$29K | 0.12% | 131 |
|
|
2020
Q1 | $1.14M | Sell |
36,747
-1,319
| -3% | -$44.9K | 0.14% | 99 |
|
|
2019
Q4 | $1.42M | Buy |
38,066
+6,826
| +22% | +$243K | 0.14% | 107 |
|
|
2019
Q3 | $1.06M | Buy |
31,240
+8,230
| +36% | +$299K | 0.11% | 117 |
|
|
2019
Q2 | $946K | Buy |
23,010
+805
| +4% | +$32K | 0.1% | 124 |
|
|
2019
Q1 | $895K | Buy |
22,205
+1,949
| +10% | +$78.1K | 0.1% | 121 |
|
|
2018
Q4 | $839K | Sell |
20,256
-1,201
| -6% | -$49.9K | 0.14% | 92 |
|
|
2018
Q3 | $897K | Hold |
21,457
| – | – | 0.09% | 107 |
|
|
2018
Q2 | $739K | Buy |
21,457
+818
| +4% | +$28K | 0.08% | 104 |
|
|
2018
Q1 | $695K | Buy |
20,639
+7,925
| +62% | +$272K | 0.08% | 112 |
|
|
2017
Q4 | $437K | Sell |
12,714
-19
| -0.1% | -$648 | 0.05% | 128 |
|
|
2017
Q3 | $431K | Buy |
12,733
+273
| +2% | +$8.77K | 0.05% | 125 |
|
|
2017
Q2 | $397K | Buy |
12,460
+3,399
| +38% | +$107K | 0.05% | 130 |
|
|
2017
Q1 | $294K | Buy |
9,061
+1,321
| +17% | +$41.6K | 0.04% | 150 |
|
|
2016
Q4 | $238K | Sell |
7,740
-192,258
| -96% | -$5.87M | 0.04% | 139 |
|
|
2016
Q3 | $6.43M | Buy |
199,998
+2,360
| +1% | +$78.9K | 1.02% | 36 |
|
|
2016
Q2 | $6.6M | Buy |
197,638
+44,922
| +29% | +$1.43M | 1.08% | 33 |
|
|
2016
Q1 | $5.04M | Sell |
152,716
-34,251
| -18% | -$978K | 0.82% | 48 |
|
|
2015
Q4 | $5.73M | Buy |
186,967
+24,292
| +15% | +$764K | 0.94% | 41 |
|
|
2015
Q3 | $5.17M | Hold |
162,675
| – | – | 0.75% | 51 |
|
|
2015
Q2 | $5.17M | Sell |
162,675
-3,043
| -2% | -$99.2K | 0.75% | 51 |
|
|
2015
Q1 | $5.47M | Buy |
165,718
+8,784
| +6% | +$279K | 0.19% | 73 |
|
|
2014
Q4 | $4.64M | Buy |
156,934
+17,685
| +13% | +$507K | 0.22% | 80 |
|
|
2014
Q3 | $3.91M | Buy |
139,249
+18,204
| +15% | +$511K | 0.26% | 84 |
|
|
2014
Q2 | $3.41M | Buy |
121,045
+3,366
| +3% | +$96K | 0.24% | 84 |
|
|
2014
Q1 | $3.59M | Sell |
117,679
-9,567
| -8% | -$285K | 0.29% | 67 |
|
|
2013
Q4 | $3.7M | Buy |
127,246
+17,190
| +16% | +$500K | 0.3% | 71 |
|
|
2013
Q3 | $3M | Buy |
110,056
+43,388
| +65% | +$1.18M | 0.27% | 78 |
|
|
2013
Q2 | $1.77M | Buy |
+66,668
| New | +$1.84M | 0.16% | 89 |
|
Other funds holding PFE
VCM
VPM
