Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-441
Closed -$11K 128
2024
Q4
$11K Sell
441
-1,533
-78% -$41.6K ﹤0.01% 184
2024
Q3
$57K Buy
1,974
+106
+6% +$3.09K 0.01% 112
2024
Q2
$52K Sell
1,868
-1,166
-38% -$32.1K 0.01% 109
2024
Q1
$84K Buy
+3,034
New +$84.2K 0.02% 90
2023
Q3
$100K Sell
3,034
-667
-18% -$23.6K 0.03% 78
2023
Q2
$135 Sell
3,701
-165,128
-98% -$6.43M 0.03% 71
2023
Q1
$6.88M Sell
168,829
-2,931
-2% -$127K 2% 27
2022
Q4
$8.8M Sell
171,760
-1,588
-0.9% -$76.1K 2.63% 10
2022
Q3
$7.58M Sell
173,348
-44,258
-20% -$2.15M 1.49% 20
2022
Q2
$11.4M Sell
217,606
-1,649
-0.8% -$84K 3.29% 6
2022
Q1
$11.4M Buy
+219,255
New +$11.4M 2.6% 12

Other funds holding PFE