Caldwell Trust’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
52,612
-1,293
|
|
||||
|
2025
Q1 | $1.37M | Sell |
53,905
-2,371
|
|
||||
|
2024
Q4 | $1.49M | Sell |
56,276
-3,998
|
|
||||
|
2024
Q3 | $1.74M | Sell |
60,274
-4,052
|
|
||||
|
2024
Q2 | $1.8M | Sell |
64,326
-9,789
|
|
||||
|
2024
Q1 | $2.06M | Sell |
74,115
-13,435
|
|
||||
|
2023
Q4 | $2.52M | Sell |
87,550
-14,379
|
|
||||
|
2023
Q3 | $3.38M | Sell |
101,929
-4,935
|
|
||||
|
2023
Q2 | $3.92M | Sell |
106,864
-4,609
|
|
||||
|
2023
Q1 | $4.55M | Sell |
111,473
-1,407
|
|
||||
|
2022
Q4 | $5.78M | Buy |
112,880
+2,662
|
|
||||
|
2022
Q3 | $4.82M | Sell |
110,218
-87
|
|
||||
|
2022
Q2 | $5.78M | Buy |
110,305
+413
|
|
||||
|
2022
Q1 | $5.69M | Sell |
109,892
-196
|
|
||||
|
2021
Q4 | $6.5M | Sell |
110,088
-417
|
|
||||
|
2021
Q3 | $4.75M | Buy |
110,505
+20,880
|
|
||||
|
2021
Q2 | $3.51M | Buy |
89,625
+7,581
|
|
||||
|
2021
Q1 | $2.97M | Buy |
82,044
+6,786
|
|
||||
|
2020
Q4 | $2.77M | Sell |
75,258
-3,379
|
|
||||
|
2020
Q3 | $2.74M | Sell |
78,637
-216
|
|
||||
|
2020
Q2 | $2.45M | Sell |
78,853
-2,753
|
|
||||
|
2020
Q1 | $2.53M | Sell |
81,606
-1,287
|
|
||||
|
2019
Q4 | $3.08M | Buy |
+82,893
|
|