Bison Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $279K | Sell |
10,514
-3,629
| -26% | -$98.4K | 0.06% | 240 |
|
|
2024
Q3 | $409K | Sell |
14,143
-4,274
| -23% | -$125K | 0.07% | 270 |
|
|
2024
Q2 | $511K | Hold |
18,417
| – | – | 0.08% | 240 |
|
|
2024
Q1 | $511K | Sell |
18,417
-1,406
| -7% | -$39K | 0.08% | 240 |
|
|
2023
Q4 | $571K | Sell |
19,823
-2,024
| -9% | -$61.2K | 0.1% | 212 |
|
|
2023
Q3 | $725K | Sell |
21,847
-3,907
| -15% | -$138K | 0.14% | 160 |
|
|
2023
Q2 | $945K | Buy |
25,754
+9,108
| +55% | +$355K | 0.18% | 130 |
|
|
2023
Q1 | $626K | Sell |
16,646
-9,002
| -35% | -$389K | 0.19% | 130 |
|
|
2022
Q4 | $1.12M | Sell |
25,648
-460
| -2% | -$22.1K | 0.36% | 86 |
|
|
2022
Q3 | $1.14M | Buy |
26,108
+1,819
| +7% | +$88.4K | 0.45% | 69 |
|
|
2022
Q2 | $1.27M | Buy |
24,289
+3,061
| +14% | +$156K | 0.73% | 35 |
|
|
2022
Q1 | $1.1M | Buy |
21,228
+631
| +3% | +$32.7K | 0.56% | 47 |
|
|
2021
Q4 | $1.22M | Sell |
20,597
-3,655
| -15% | -$181K | 0.71% | 32 |
|
|
2021
Q3 | $1.04M | Sell |
24,252
-203
| -0.8% | -$8.99K | 0.48% | 48 |
|
|
2021
Q2 | $958K | Sell |
24,455
-123
| -0.5% | -$4.78K | 0.42% | 57 |
|
|
2021
Q1 | $820K | Buy |
24,578
+512
| +2% | +$18.2K | 0.35% | 68 |
|
|
2020
Q4 | $886K | Sell |
24,066
-627
| -3% | -$23K | 0.41% | 57 |
|
|
2020
Q3 | $860K | Buy |
24,693
+1,391
| +6% | +$48.8K | 0.5% | 52 |
|
|
2020
Q2 | $723K | Sell |
23,302
-3,524
| -13% | -$120K | 0.46% | 59 |
|
|
2020
Q1 | $831K | Sell |
26,826
-5,527
| -17% | -$188K | 0.6% | 46 |
|
|
2019
Q4 | $1.2M | Sell |
32,353
-215
| -0.7% | -$7.66K | 0.58% | 47 |
|
|
2019
Q3 | $1.11M | Buy |
32,568
+104
| +0.3% | +$3.78K | 0.62% | 45 |
|
|
2019
Q2 | $1.33M | Sell |
32,464
-11
| -0% | -$437 | 0.78% | 34 |
|
|
2019
Q1 | $1.31M | Buy |
32,475
+1,711
| +6% | +$68.5K | 0.8% | 32 |
|
|
2018
Q4 | $1.27M | Sell |
30,764
-1,165
| -4% | -$48.4K | 0.93% | 30 |
|
|
2018
Q3 | $1.33M | Sell |
31,929
-573
| -2% | -$22.1K | 0.87% | 25 |
|
|
2018
Q2 | $1.12M | Sell |
32,502
-102
| -0.3% | -$3.49K | 0.83% | 30 |
|
|
2018
Q1 | $1.1M | Buy |
32,604
+1,176
| +4% | +$40.4K | 0.84% | 29 |
|
|
2017
Q4 | $1.08M | Sell |
31,428
-206
| -0.7% | -$7.02K | 0.79% | 32 |
|
|
2017
Q3 | $1.07M | Sell |
31,634
-2,619
| -8% | -$84.2K | 0.86% | 32 |
|
|
2017
Q2 | $1.09M | Sell |
34,253
-1,586
| -4% | -$50K | 0.9% | 30 |
|
|
2017
Q1 | $1.16M | Sell |
35,839
-3,936
| -10% | -$124K | 1% | 25 |
|
|
2016
Q4 | $1.23M | Sell |
39,775
-13,206
| -25% | -$403K | 1.04% | 23 |
|
|
2016
Q3 | $1.7M | Sell |
52,981
-34,915
| -40% | -$1.17M | 1.44% | 15 |
|
|
2016
Q2 | $2.91M | Buy |
87,896
+2,189
| +3% | +$69.9K | 1.75% | 8 |
|
|
2016
Q1 | $2.41M | Buy |
85,707
+2,599
| +3% | +$74.2K | 1.55% | 12 |
|
|
2015
Q4 | $2.52M | Buy |
83,108
+9,132
| +12% | +$287K | 1.44% | 13 |
|
|
2015
Q3 | $2.21M | Buy |
73,976
+19,533
| +36% | +$626K | 1.45% | 14 |
|
|
2015
Q2 | $1.72M | Buy |
54,443
+4,559
| +9% | +$149K | 1% | 21 |
|
|
2015
Q1 | $1.65M | Buy |
49,884
+7,255
| +17% | +$231K | 1% | 22 |
|
|
2014
Q4 | $1.26M | Buy |
+42,629
| New | +$1.22M | 0.95% | 24 |
|
Other funds holding PFE
Bison Wealth's PFE Position: Q4 2024 in Review
Bison Wealth reduced its Pfizer (PFE) stake by 26% in Q4 2024, selling an estimated $98.4K and leaving 10,514 shares worth $279K. The position accounts for 0.06% of the portfolio, ranked #240.
Bison Wealth first reported a position in PFE in Q4 2014 and has held it in 41 quarters since. The position peaked at $2.91M in Q2 2016. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.
- Bison Wealth held 10,514 shares of Pfizer worth $279K as of Q4 2024.
- Bison Wealth sold 3,629 Pfizer shares in Q4 2024, an estimated $98.4K.
- Pfizer made up 0.06% of Bison Wealth's portfolio in Q4 2024, its #240 holding.
- Bison Wealth first reported a position in Pfizer in Q4 2014 and has held it in 41 quarters since.
- Bison Wealth's Pfizer position peaked at $2.91M in Q2 2016.
- 2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.
Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.