Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-45,000
Closed -$1.15M 70
2025
Q3
$1.15M Hold
45,000
0.96% 40
2025
Q2
$1.09M Buy
+45,000
New +$1.05M 0.99% 36
2024
Q4
Sell
-60,000
Closed -$1.74M 64
2024
Q3
$1.74M Buy
60,000
+10,000
+20% +$292K 1.39% 32
2024
Q2
$1.4M Hold
50,000
1.28% 34
2024
Q1
$1.39M Hold
50,000
1.17% 37
2023
Q4
$1.44M Buy
+50,000
New +$1.51M 1.16% 32
2021
Q3
Sell
-50,000
Closed -$1.96M 94
2021
Q2
$1.96M Hold
50,000
1.42% 19
2021
Q1
$1.81M Buy
50,000
+40,000
+400% +$1.42M 1.35% 19
2020
Q4
$368K Buy
+10,000
New +$367K 0.34% 66

Other funds holding PFE