Charter Research & Investment Group’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287K Sell
11,828
-113
-0.9% -$2.74K 0.21% 70
2025
Q1
$303K Buy
11,941
+113
+1% +$2.86K 0.23% 67
2024
Q4
$314K Sell
11,828
-2,258
-16% -$59.9K 0.24% 66
2024
Q3
$408K Sell
14,086
-1,575
-10% -$45.6K 0.3% 65
2024
Q2
$438K Hold
15,661
0.35% 63
2024
Q1
$435K Sell
15,661
-1,831
-10% -$50.8K 0.34% 63
2023
Q4
$504K Hold
17,492
0.42% 58
2023
Q3
$580K Hold
17,492
0.52% 46
2023
Q2
$642K Hold
17,492
0.53% 48
2023
Q1
$714K Hold
17,492
0.63% 42
2022
Q4
$896K Hold
17,492
0.86% 33
2022
Q3
$765K Sell
17,492
-950
-5% -$41.5K 0.77% 34
2022
Q2
$967K Sell
18,442
-5
-0% -$262 0.88% 33
2022
Q1
$955K Sell
18,447
-312
-2% -$16.2K 0.77% 36
2021
Q4
$1.11M Buy
18,759
+10
+0.1% +$591 0.87% 32
2021
Q3
$806K Buy
18,749
+450
+2% +$19.3K 0.67% 35
2021
Q2
$717K Hold
18,299
0.59% 38
2021
Q1
$663K Hold
18,299
0.58% 42
2020
Q4
$674K Sell
18,299
-988
-5% -$36.4K 0.65% 38
2020
Q3
$672K Hold
19,287
0.74% 35
2020
Q2
$598K Hold
19,287
0.69% 35
2020
Q1
$597K Hold
19,287
0.79% 34
2019
Q4
$717K Buy
19,287
+332
+2% +$12.3K 0.73% 40
2019
Q3
$646K Buy
18,955
+595
+3% +$20.3K 0.7% 44
2019
Q2
$755K Sell
18,360
-184
-1% -$7.57K 0.84% 39
2019
Q1
$747K Sell
18,544
-675
-4% -$27.2K 0.83% 38
2018
Q4
$796K Hold
19,219
1.01% 36
2018
Q3
$804K Hold
19,219
0.88% 39
2018
Q2
$662K Sell
19,219
-748
-4% -$25.8K 0.76% 38
2018
Q1
$672K Hold
19,967
0.8% 37
2017
Q4
$686K Buy
+19,967
New +$686K 0.77% 38
2016
Q3
$687K Sell
21,390
-2,804
-12% -$90.1K 0.81% 38
2016
Q2
$808K Hold
24,194
0.92% 36
2016
Q1
$680K Hold
24,194
0.78% 38
2015
Q4
$741K Hold
24,194
0.86% 35
2015
Q3
$721K Hold
24,194
0.95% 34
2015
Q2
$770K Hold
24,194
0.86% 36
2015
Q1
$799K Hold
24,194
0.88% 35
2014
Q4
$715K Buy
+24,194
New +$715K 0.78% 38