Elm Advisors’s Pfizer PFE Stock Holding History

Elm Advisors’s Portfolio PFE Stock Details PFE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell
2021 Q4	$228K	Buy
2021 Q1	–	Sell
2020 Q4	$158K	Buy
2020 Q1	–	Sell
2019 Q4	$305K	Hold
2019 Q3	$280K	Sell
2019 Q2	$347K	Sell
2019 Q1	$355K	Sell
2018 Q4	$388K	Hold
2018 Q3	$392K	Buy
2018 Q2	$258K	Sell
2018 Q1	$264K	Sell
2017 Q4	$281K	Sell
2017 Q3	$287K	Hold
2017 Q2	$270K	Hold
2017 Q1	$275K	Buy
2016 Q4	$239K	Hold
2016 Q3	$249K	Sell
2016 Q2	$265K	Buy
2016 Q1	–	Sell
2015 Q4	$217K	Sell
2015 Q3	$231K	Sell
2015 Q2	$260K	Hold
2015 Q1	$270K	Sell
2014 Q4	$259K	Sell
2014 Q3	$266K	Sell
2014 Q2	$288K	Sell
2014 Q1	$318K	Sell
2013 Q4	$309K	Buy