Caldwell Trust’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.29M | Sell |
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|
2025
Q2 | $1.28M | Sell |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.49M | Sell |
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|
2024
Q3 | $1.74M | Sell |
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|
2024
Q2 | $1.8M | Sell |
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|
2024
Q1 | $2.06M | Sell |
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|
2023
Q4 | $2.52M | Sell |
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|
2023
Q3 | $3.38M | Sell |
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|
2023
Q2 | $3.92M | Sell |
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|
2023
Q1 | $4.55M | Sell |
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|
2022
Q4 | $5.78M | Buy |
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|
2022
Q3 | $4.82M | Sell |
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|
2022
Q2 | $5.78M | Buy |
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|
2022
Q1 | $5.69M | Sell |
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|
2021
Q4 | $6.5M | Sell |
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|
2021
Q3 | $4.75M | Buy |
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|
2021
Q2 | $3.51M | Buy |
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|
2021
Q1 | $2.97M | Buy |
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|
2020
Q4 | $2.77M | Sell |
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|
2020
Q3 | $2.74M | Sell |
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|
2020
Q2 | $2.45M | Sell |
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|
2020
Q1 | $2.53M | Sell |
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|
2019
Q4 | $3.08M | Buy |
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