Buckingham Strategic 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
Q2 | $4.17M | Sell |
149,025
-3,132
| -2% | -$86.2K | 0.04% | 161 |
|
|
2024
Q1 | $4.22M | Buy |
152,157
+32,239
| +27% | +$895K | 0.04% | 162 |
|
|
2023
Q4 | $3.45M | Sell |
119,918
-9,102
| -7% | -$275K | 0.04% | 174 |
|
|
2023
Q3 | $4.28M | Buy |
129,020
+1,610
| +1% | +$56.9K | 0.06% | 142 |
|
|
2023
Q2 | $4.67M | Sell |
127,410
-3,077
| -2% | -$120K | 0.07% | 139 |
|
|
2023
Q1 | $6.69M | Hold |
130,487
| – | – | 0.12% | 95 |
|
|
2022
Q4 | $6.69M | Sell |
130,487
-2,178
| -2% | -$104K | 0.12% | 95 |
|
|
2022
Q3 | $5.8M | Sell |
132,665
-6,091
| -4% | -$296K | 0.12% | 93 |
|
|
2022
Q2 | $7.28M | Buy |
138,756
+5,897
| +4% | +$301K | 0.14% | 82 |
|
|
2022
Q1 | $6.88M | Buy |
132,859
+61
| +0% | +$3.17K | 0.14% | 81 |
|
|
2021
Q4 | $7.84M | Sell |
132,798
-1,291
| -1% | -$64K | 0.15% | 77 |
|
|
2021
Q3 | $5.77M | Buy |
134,089
+2,552
| +2% | +$113K | 0.12% | 96 |
|
|
2021
Q2 | $5.15M | Buy |
131,537
+12,637
| +11% | +$491K | 0.12% | 100 |
|
|
2021
Q1 | $4.31M | Sell |
118,900
-7,032
| -6% | -$250K | 0.21% | 98 |
|
|
2020
Q4 | $4.64M | Buy |
125,932
+16,477
| +15% | +$604K | 0.24% | 93 |
|
|
2020
Q3 | $3.81M | Buy |
109,455
+2,095
| +2% | +$73.5K | 0.29% | 75 |
|
|
2020
Q2 | $3.33M | Sell |
107,360
-36,026
| -25% | -$1.22M | 0.32% | 67 |
|
|
2020
Q1 | $4.44M | Buy |
143,386
+31,437
| +28% | +$1.07M | 0.43% | 52 |
|
|
2019
Q4 | $4.16M | Buy |
111,949
+1,873
| +2% | +$66.7K | 0.4% | 58 |
|
|
2019
Q3 | $3.75M | Sell |
110,076
-1,057
| -1% | -$38.4K | 0.41% | 58 |
|
|
2019
Q2 | $4.57M | Buy |
111,133
+15,031
| +16% | +$597K | 0.5% | 49 |
|
|
2019
Q1 | $3.87M | Buy |
96,102
+2,806
| +3% | +$112K | 0.49% | 52 |
|
|
2018
Q4 | $3.86M | Buy |
93,296
+3,123
| +3% | +$130K | 0.59% | 39 |
|
|
2018
Q3 | $3.77M | Sell |
90,173
-8,030
| -8% | -$309K | 0.58% | 38 |
|
|
2018
Q2 | $3.38M | Buy |
98,203
+5,254
| +6% | +$180K | 0.55% | 41 |
|
|
2018
Q1 | $3.13M | Buy |
92,949
+11,031
| +13% | +$379K | 0.61% | 37 |
|
|
2017
Q4 | $2.81M | Buy |
81,918
+8,364
| +11% | +$285K | 0.59% | 36 |
|
|
2017
Q3 | $2.49M | Sell |
73,554
-3,747
| -5% | -$120K | 0.59% | 34 |
|
|
2017
Q2 | $2.46M | Buy |
77,301
+24,299
| +46% | +$766K | 0.58% | 36 |
|
|
2017
Q1 | $1.72M | Buy |
53,002
+822
| +2% | +$25.9K | 0.5% | 44 |
|
|
2016
Q4 | $1.61M | Buy |
52,180
+2,332
| +5% | +$71.2K | 0.52% | 44 |
|
|
2016
Q3 | $1.6M | Sell |
49,848
-954
| -2% | -$31.9K | 0.54% | 40 |
|
|
2016
Q2 | $1.7M | Buy |
50,802
+20,461
| +67% | +$653K | 0.58% | 36 |
|
|
2016
Q1 | $853K | Buy |
30,341
+6,767
| +29% | +$193K | 0.28% | 72 |
|
|
2015
Q4 | $722K | Buy |
23,574
+1,452
| +7% | +$45.7K | 0.24% | 74 |
|
|
2015
Q3 | $659K | Buy |
22,122
+1,529
| +7% | +$49K | 0.23% | 78 |
|
|
2015
Q2 | $655K | Buy |
20,593
+1,497
| +8% | +$48.8K | 0.21% | 90 |
|
|
2015
Q1 | $630K | Buy |
19,096
+1,453
| +8% | +$46.2K | 0.24% | 79 |
|
|
2014
Q4 | $521K | Buy |
17,643
+2,538
| +17% | +$72.8K | 0.2% | 93 |
|
|
2014
Q3 | $424K | Sell |
15,105
-297
| -2% | -$8.34K | 0.17% | 94 |
|
|
2014
Q2 | $434K | Sell |
15,402
-9
| -0.1% | -$257 | 0.19% | 90 |
|
|
2014
Q1 | $470K | Buy |
15,411
+736
| +5% | +$21.9K | 0.22% | 74 |
|
|
2013
Q4 | $426K | Sell |
14,675
-36
| -0.2% | -$1.05K | 0.2% | 82 |
|
|
2013
Q3 | $401K | Buy |
14,711
+2,664
| +22% | +$72.5K | 0.21% | 77 |
|
|
2013
Q2 | $320K | Buy |
+12,047
| New | +$333K | 0.18% | 90 |
|
Other funds holding PFE
Buckingham Strategic Wealth's PFE Position: Q2 2024 in Review
Buckingham Strategic Wealth reduced its Pfizer (PFE) stake by 2.1% in Q2 2024, selling an estimated $86.2K and leaving 149,025 shares worth $4.17M. The position accounts for 0.04% of the portfolio, ranked #161.
Buckingham Strategic Wealth first reported a position in PFE in Q2 2013 and has held it in 45 quarters since. The position peaked at $7.84M in Q4 2021. 2,873 funds tracked by Wall St. Rank hold PFE as of Q2 2024.
- Buckingham Strategic Wealth held 149,025 shares of Pfizer worth $4.17M as of Q2 2024.
- Buckingham Strategic Wealth sold 3,132 Pfizer shares in Q2 2024, an estimated $86.2K.
- Pfizer made up 0.04% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #161 holding.
- Buckingham Strategic Wealth first reported a position in Pfizer in Q2 2013 and has held it in 45 quarters since.
- Buckingham Strategic Wealth's Pfizer position peaked at $7.84M in Q4 2021.
- 2,873 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.
Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.