Buckley Wealth 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 | $2.33M | Sell |
95,976
-10,633
| -10% | -$258K | 0.7% | 27 |
|
|
2025
Q1 | $2.7M | Buy |
106,609
+1,534
| +1% | +$38.9K | 0.84% | 25 |
|
|
2024
Q4 | $2.79M | Sell |
105,075
-19,651
| -16% | -$521K | 0.85% | 23 |
|
|
2024
Q3 | $3.61M | Sell |
124,726
-17,496
| -12% | -$506K | 1.11% | 21 |
|
|
2024
Q2 | $3.98M | Sell |
142,222
-11,342
| -7% | -$317K | 1.26% | 16 |
|
|
2024
Q1 | $4.26M | Sell |
153,564
-660
| -0.4% | -$18.3K | 1.37% | 18 |
|
|
2023
Q4 | $4.44M | Sell |
154,224
-12,171
| -7% | -$350K | 1.54% | 16 |
|
|
2023
Q3 | $5.52M | Sell |
166,395
-100
| -0.1% | -$3.32K | 2.07% | 15 |
|
|
2023
Q2 | $6.11M | Buy |
166,495
+3,770
| +2% | +$138K | 2.08% | 13 |
|
|
2023
Q1 | $6.64M | Sell |
162,725
-5,192
| -3% | -$212K | 2.44% | 13 |
|
|
2022
Q4 | $8.6M | Sell |
167,917
-2,000
| -1% | -$102K | 3.13% | 9 |
|
|
2022
Q3 | $7.44M | Sell |
169,917
-4,245
| -2% | -$186K | 2.74% | 12 |
|
|
2022
Q2 | $9.13M | Sell |
174,162
-3,136
| -2% | -$164K | 2.94% | 8 |
|
|
2022
Q1 | $9.18M | Sell |
177,298
-20,152
| -10% | -$1.04M | 2.48% | 10 |
|
|
2021
Q4 | $11.7M | Sell |
197,450
-9,935
| -5% | -$587K | 3.4% | 7 |
|
|
2021
Q3 | $8.92M | Sell |
207,385
-1,459
| -0.7% | -$62.8K | 2.88% | 11 |
|
|
2021
Q2 | $8.18M | Sell |
208,844
-1,025
| -0.5% | -$40.1K | 2.81% | 11 |
|
|
2021
Q1 | $7.6M | Buy |
209,869
+16,126
| +8% | +$584K | 2.82% | 10 |
|
|
2020
Q4 | $7.13M | Sell |
193,743
-13,493
| -7% | -$497K | 2.92% | 11 |
|
|
2020
Q3 | $7.22M | Sell |
207,236
-1,371
| -0.7% | -$47.7K | 3.24% | 7 |
|
|
2020
Q2 | $6.47M | Buy |
208,607
+62,427
| +43% | +$1.94M | 2.94% | 9 |
|
|
2020
Q1 | $4.53M | Sell |
146,180
-10,871
| -7% | -$337K | 2.46% | 14 |
|
|
2019
Q4 | $5.84M | Buy |
157,051
+1,989
| +1% | +$73.9K | 2.65% | 13 |
|
|
2019
Q3 | $5.29M | Buy |
155,062
+1,716
| +1% | +$58.5K | 2.59% | 12 |
|
|
2019
Q2 | $6.3M | Sell |
153,346
-2,952
| -2% | -$121K | 2.95% | 10 |
|
|
2019
Q1 | $6.3M | Sell |
156,298
-6,025
| -4% | -$243K | 2.98% | 11 |
|
|
2018
Q4 | $6.72M | Sell |
162,323
-1,356
| -0.8% | -$56.2K | 3.47% | 7 |
|
|
2018
Q3 | $6.84M | Buy |
163,679
+588
| +0.4% | +$24.6K | 2.99% | 7 |
|
|
2018
Q2 | $5.61M | Buy |
163,091
+620
| +0.4% | +$21.3K | 2.65% | 10 |
|
|
2018
Q1 | $5.47M | Buy |
162,471
+3,199
| +2% | +$108K | 2.7% | 11 |
|
|
2017
Q4 | $5.47M | Buy |
+159,272
| New | +$5.47M | 2.75% | 9 |
|