Birch Hill Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Sell |
20,455
-350
| -2% | -$8.48K | 0.02% | 141 |
|
|
2025
Q1 | $527K | Sell |
20,805
-2,150
| -9% | -$54.5K | 0.03% | 137 |
|
|
2024
Q4 | $609K | Sell |
22,955
-3,587
| -14% | -$95.2K | 0.03% | 132 |
|
|
2024
Q3 | $768K | Sell |
26,542
-1,500
| -5% | -$43.4K | 0.04% | 115 |
|
|
2024
Q2 | $785K | Buy |
28,042
+2,500
| +10% | +$70K | 0.04% | 113 |
|
|
2024
Q1 | $709K | Sell |
25,542
-1,879
| -7% | -$52.1K | 0.03% | 111 |
|
|
2023
Q4 | $789K | Sell |
27,421
-2,497
| -8% | -$71.9K | 0.04% | 106 |
|
|
2023
Q3 | $992K | Sell |
29,918
-346
| -1% | -$11.5K | 0.06% | 97 |
|
|
2023
Q2 | $1.11M | Buy |
30,264
+897
| +3% | +$32.9K | 0.06% | 92 |
|
|
2023
Q1 | $1.2M | Sell |
29,367
-260
| -0.9% | -$10.6K | 0.07% | 89 |
|
|
2022
Q4 | $1.52M | Hold |
29,627
| – | – | 0.1% | 83 |
|
|
2022
Q3 | $1.3M | Sell |
29,627
-219
| -0.7% | -$9.58K | 0.09% | 87 |
|
|
2022
Q2 | $1.57M | Buy |
29,846
+160
| +0.5% | +$8.39K | 0.1% | 82 |
|
|
2022
Q1 | $1.54M | Sell |
29,686
-650
| -2% | -$33.7K | 0.08% | 89 |
|
|
2021
Q4 | $1.79M | Sell |
30,336
-1,120
| -4% | -$66.1K | 0.09% | 84 |
|
|
2021
Q3 | $1.35M | Buy |
31,456
+1,615
| +5% | +$69.5K | 0.07% | 87 |
|
|
2021
Q2 | $1.17M | Sell |
29,841
-400
| -1% | -$15.7K | 0.06% | 91 |
|
|
2021
Q1 | $1.1M | Sell |
30,241
-12,500
| -29% | -$453K | 0.06% | 91 |
|
|
2020
Q4 | $1.57M | Sell |
42,741
-4,126
| -9% | -$152K | 0.09% | 81 |
|
|
2020
Q3 | $1.63M | Buy |
46,867
+790
| +2% | +$27.5K | 0.11% | 75 |
|
|
2020
Q2 | $1.43M | Buy |
46,077
+527
| +1% | +$16.4K | 0.1% | 75 |
|
|
2020
Q1 | $1.41M | Sell |
45,550
-8,536
| -16% | -$264K | 0.12% | 72 |
|
|
2019
Q4 | $2.01M | Buy |
54,086
+1,370
| +3% | +$50.9K | 0.13% | 70 |
|
|
2019
Q3 | $1.8M | Buy |
52,716
+539
| +1% | +$18.4K | 0.13% | 71 |
|
|
2019
Q2 | $2.15M | Sell |
52,177
-2,240
| -4% | -$92.1K | 0.16% | 68 |
|
|
2019
Q1 | $2.19M | Sell |
54,417
-3,531
| -6% | -$142K | 0.17% | 71 |
|
|
2018
Q4 | $2.4M | Hold |
57,948
| – | – | 0.21% | 65 |
|
|
2018
Q3 | $2.42M | Buy |
57,948
+6,524
| +13% | +$273K | 0.18% | 69 |
|
|
2018
Q2 | $1.77M | Buy |
51,424
+9,671
| +23% | +$333K | 0.14% | 73 |
|
|
2018
Q1 | $1.41M | Buy |
41,753
+15,910
| +62% | +$536K | 0.12% | 72 |
|
|
2017
Q4 | $888K | Sell |
25,843
-148
| -0.6% | -$5.09K | 0.07% | 82 |
|
|
2017
Q3 | $880K | Hold |
25,991
| – | – | 0.08% | 80 |
|
|
2017
Q2 | $828K | Sell |
25,991
-421
| -2% | -$13.4K | 0.07% | 81 |
|
|
2017
Q1 | $857K | Buy |
26,412
+147
| +0.6% | +$4.77K | 0.07% | 81 |
|
|
2016
Q4 | $809K | Sell |
26,265
-2,108
| -7% | -$64.9K | 0.07% | 80 |
|
|
2016
Q3 | $912K | Hold |
28,373
| – | – | 0.08% | 79 |
|
|
2016
Q2 | $948K | Sell |
28,373
-210
| -0.7% | -$7.02K | 0.09% | 78 |
|
|
2016
Q1 | $804K | Sell |
28,583
-1,687
| -6% | -$47.5K | 0.08% | 81 |
|
|
2015
Q4 | $927K | Sell |
30,270
-938
| -3% | -$28.7K | 0.1% | 80 |
|
|
2015
Q3 | $930K | Sell |
31,208
-5,745
| -16% | -$171K | 0.1% | 79 |
|
|
2015
Q2 | $1.18M | Sell |
36,953
-211
| -0.6% | -$6.72K | 0.12% | 76 |
|
|
2015
Q1 | $1.23M | Sell |
37,164
-4,680
| -11% | -$154K | 0.13% | 76 |
|
|
2014
Q4 | $1.24M | Sell |
41,844
-527
| -1% | -$15.6K | 0.13% | 76 |
|
|
2014
Q3 | $1.19M | Hold |
42,371
| – | – | 0.12% | 75 |
|
|
2014
Q2 | $1.19M | Hold |
42,371
| – | – | 0.12% | 73 |
|
|
2014
Q1 | $1.29M | Buy |
42,371
+3,522
| +9% | +$107K | 0.14% | 72 |
|
|
2013
Q4 | $1.13M | Buy |
38,849
+632
| +2% | +$18.4K | 0.12% | 77 |
|
|
2013
Q3 | $1.04M | Sell |
38,217
-105
| -0.3% | -$2.86K | 0.12% | 78 |
|
|
2013
Q2 | $1.02M | Buy |
+38,322
| New | +$1.02M | 0.13% | 78 |
|