Beese Fulmer Investment Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
100,404
+41,354
| +70% | +$1M | 0.18% | 96 |
|
|
2025
Q1 | $1.5M | Buy |
59,050
+7,231
| +14% | +$183K | 0.13% | 104 |
|
|
2024
Q4 | $1.37M | Sell |
51,819
-3,247
| -6% | -$86.1K | 0.12% | 105 |
|
|
2024
Q3 | $1.59M | Sell |
55,066
-218
| -0.4% | -$6.31K | 0.14% | 98 |
|
|
2024
Q2 | $1.55M | Sell |
55,284
-4,392
| -7% | -$123K | 0.14% | 95 |
|
|
2024
Q1 | $1.66M | Sell |
59,676
-6,285
| -10% | -$174K | 0.16% | 94 |
|
|
2023
Q4 | $1.9M | Sell |
65,961
-6,113
| -8% | -$176K | 0.2% | 89 |
|
|
2023
Q3 | $2.39M | Sell |
72,074
-1,057
| -1% | -$35.1K | 0.27% | 73 |
|
|
2023
Q2 | $2.68M | Sell |
73,131
-2,748
| -4% | -$101K | 0.29% | 73 |
|
|
2023
Q1 | $3.1M | Sell |
75,879
-2,303
| -3% | -$94K | 0.35% | 68 |
|
|
2022
Q4 | $4.01M | Sell |
78,182
-145
| -0.2% | -$7.43K | 0.48% | 60 |
|
|
2022
Q3 | $3.43M | Buy |
78,327
+1,188
| +2% | +$52K | 0.46% | 61 |
|
|
2022
Q2 | $4.04M | Buy |
77,139
+66
| +0.1% | +$3.46K | 0.52% | 59 |
|
|
2022
Q1 | $3.99M | Sell |
77,073
-4,883
| -6% | -$253K | 0.43% | 65 |
|
|
2021
Q4 | $4.84M | Sell |
81,956
-1,110
| -1% | -$65.6K | 0.5% | 59 |
|
|
2021
Q3 | $3.57M | Sell |
83,066
-604
| -0.7% | -$26K | 0.4% | 69 |
|
|
2021
Q2 | $3.28M | Buy |
83,670
+328
| +0.4% | +$12.8K | 0.37% | 78 |
|
|
2021
Q1 | $3.02M | Buy |
83,342
+868
| +1% | +$31.4K | 0.36% | 78 |
|
|
2020
Q4 | $3.04M | Sell |
82,474
-3,657
| -4% | -$135K | 0.39% | 72 |
|
|
2020
Q3 | $3M | Sell |
86,131
-5,629
| -6% | -$196K | 0.42% | 68 |
|
|
2020
Q2 | $2.85M | Sell |
91,760
-844
| -0.9% | -$26.2K | 0.42% | 69 |
|
|
2020
Q1 | $2.87M | Sell |
92,604
-1,540
| -2% | -$47.7K | 0.51% | 65 |
|
|
2019
Q4 | $3.5M | Sell |
94,144
-5,065
| -5% | -$188K | 0.49% | 68 |
|
|
2019
Q3 | $3.38M | Buy |
99,209
+37,405
| +61% | +$1.28M | 0.51% | 65 |
|
|
2019
Q2 | $2.54M | Hold |
61,804
| – | – | 0.48% | 64 |
|
|
2019
Q1 | $2.49M | Hold |
61,804
| – | – | 0.49% | 63 |
|
|
2018
Q4 | $2.56M | Sell |
61,804
-317
| -0.5% | -$13.1K | 0.58% | 59 |
|
|
2018
Q3 | $2.6M | Buy |
62,121
+317
| +0.5% | +$13.3K | 0.51% | 66 |
|
|
2018
Q2 | $2.13M | Hold |
61,804
| – | – | 0.45% | 69 |
|
|
2018
Q1 | $2.08M | Sell |
61,804
-508
| -0.8% | -$17.1K | 0.46% | 69 |
|
|
2017
Q4 | $2.14M | Sell |
62,312
-1,803
| -3% | -$62K | 0.46% | 66 |
|
|
2017
Q3 | $2.17M | Sell |
64,115
-394
| -0.6% | -$13.3K | 0.5% | 65 |
|
|
2017
Q2 | $2.06M | Sell |
64,509
-1,582
| -2% | -$50.4K | 0.49% | 67 |
|
|
2017
Q1 | $2.15M | Buy |
66,091
+142
| +0.2% | +$4.61K | 0.52% | 66 |
|
|
2016
Q4 | $2.03M | Sell |
65,949
-838
| -1% | -$25.8K | 0.52% | 63 |
|
|
2016
Q3 | $2.15M | Buy |
66,787
+5,669
| +9% | +$182K | 0.58% | 62 |
|
|
2016
Q2 | $2.04M | Sell |
61,118
-12
| -0% | -$401 | 0.58% | 57 |
|
|
2016
Q1 | $1.89M | Sell |
61,130
-1,036
| -2% | -$31.9K | 0.55% | 58 |
|
|
2015
Q4 | $1.9M | Buy |
62,166
+2,108
| +4% | +$64.6K | 0.59% | 58 |
|
|
2015
Q3 | $1.79M | Buy |
60,058
+7,597
| +14% | +$226K | 0.59% | 55 |
|
|
2015
Q2 | $1.67M | Sell |
52,461
-147
| -0.3% | -$4.68K | 0.54% | 58 |
|
|
2015
Q1 | $1.74M | Sell |
52,608
-3,495
| -6% | -$115K | 0.58% | 54 |
|
|
2014
Q4 | $1.66M | Sell |
56,103
-1,562
| -3% | -$46.2K | 0.52% | 58 |
|
|
2014
Q3 | $1.62M | Sell |
57,665
-1
| -0% | -$28 | 0.53% | 57 |
|
|
2014
Q2 | $1.62M | Sell |
57,666
-969
| -2% | -$27.3K | 0.53% | 59 |
|
|
2014
Q1 | $1.79M | Sell |
58,635
-467
| -0.8% | -$14.2K | 0.62% | 53 |
|
|
2013
Q4 | $1.72M | Sell |
59,102
-973
| -2% | -$28.3K | 0.61% | 52 |
|
|
2013
Q3 | $1.64M | Buy |
60,075
+1,209
| +2% | +$32.9K | 0.64% | 52 |
|
|
2013
Q2 | $1.56M | Buy |
+58,866
| New | +$1.56M | 0.67% | 50 |
|