EWM
Empirical Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $668K | Sell |
27,555
-34
| -0.1% | -$824 | 0.02% | 376 |
|
|
2025
Q1 | $699K | Sell |
27,589
-19,169
| -41% | -$486K | 0.02% | 349 |
|
|
2024
Q4 | $1.24M | Buy |
46,758
+3,078
| +7% | +$81.7K | 0.03% | 256 |
|
|
2024
Q3 | $1.26M | Sell |
43,680
-2,151
| -5% | -$62.2K | 0.04% | 240 |
|
|
2024
Q2 | $1.28M | Buy |
45,831
+2,056
| +5% | +$57.5K | 0.04% | 232 |
|
|
2024
Q1 | $1.21M | Sell |
43,775
-7,364
| -14% | -$204K | 0.04% | 239 |
|
|
2023
Q4 | $1.47M | Sell |
51,139
-3,264
| -6% | -$94K | 0.05% | 200 |
|
|
2023
Q3 | $1.8M | Sell |
54,403
-6,191
| -10% | -$205K | 0.07% | 165 |
|
|
2023
Q2 | $2.22M | Sell |
60,594
-61,143
| -50% | -$2.24M | 0.09% | 147 |
|
|
2023
Q1 | $4.97M | Sell |
121,737
-1,871
| -2% | -$76.3K | 0.22% | 85 |
|
|
2022
Q4 | $6.33M | Buy |
123,608
+4,560
| +4% | +$234K | 0.3% | 68 |
|
|
2022
Q3 | $5.21M | Buy |
119,048
+20,303
| +21% | +$889K | 0.27% | 73 |
|
|
2022
Q2 | $5.18M | Buy |
98,745
+36,650
| +59% | +$1.92M | 0.27% | 70 |
|
|
2022
Q1 | $3.22M | Sell |
62,095
-1,275
| -2% | -$66K | 0.16% | 98 |
|
|
2021
Q4 | $3.74M | Buy |
63,370
+4,349
| +7% | +$257K | 0.19% | 88 |
|
|
2021
Q3 | $2.54M | Buy |
59,021
+2,671
| +5% | +$115K | 0.14% | 95 |
|
|
2021
Q2 | $2.21M | Buy |
56,350
+4,414
| +8% | +$173K | 0.13% | 106 |
|
|
2021
Q1 | $1.88M | Sell |
51,936
-23,213
| -31% | -$841K | 0.15% | 101 |
|
|
2020
Q4 | $2.77M | Buy |
75,149
+7,027
| +10% | +$259K | 0.21% | 67 |
|
|
2020
Q3 | $2.5M | Sell |
68,122
-506
| -0.7% | -$18.6K | 0.21% | 65 |
|
|
2020
Q2 | $2.24M | Buy |
68,628
+11,990
| +21% | +$392K | 0.21% | 70 |
|
|
2020
Q1 | $1.85M | Buy |
56,638
+3,931
| +7% | +$128K | 0.2% | 77 |
|
|
2019
Q4 | $2.07M | Buy |
52,707
+16,586
| +46% | +$650K | 0.23% | 69 |
|
|
2019
Q3 | $1.3M | Sell |
36,121
-5,436
| -13% | -$195K | 0.16% | 96 |
|
|
2019
Q2 | $1.8M | Buy |
41,557
+10,825
| +35% | +$469K | 0.23% | 67 |
|
|
2019
Q1 | $1.31M | Buy |
30,732
+3,326
| +12% | +$141K | 0.19% | 74 |
|
|
2018
Q4 | $1.2M | Buy |
27,406
+4,087
| +18% | +$178K | 0.2% | 66 |
|
|
2018
Q3 | $1.03M | Buy |
23,319
+6,703
| +40% | +$295K | 0.18% | 68 |
|
|
2018
Q2 | $603K | Buy |
16,616
+7,705
| +86% | +$280K | 0.11% | 96 |
|
|
2018
Q1 | $316K | Buy |
8,911
+1,802
| +25% | +$63.9K | 0.06% | 129 |
|
|
2017
Q4 | $257K | Sell |
7,109
-299
| -4% | -$10.8K | 0.06% | 127 |
|
|
2017
Q3 | $264K | Buy |
7,408
+271
| +4% | +$9.66K | 0.06% | 116 |
|
|
2017
Q2 | $240K | Sell |
7,137
-148
| -2% | -$4.98K | 0.06% | 117 |
|
|
2017
Q1 | $249K | Sell |
7,285
-759
| -9% | -$25.9K | 0.06% | 111 |
|
|
2016
Q4 | $261K | Buy |
8,044
+1,991
| +33% | +$64.6K | 0.06% | 110 |
|
|
2016
Q3 | $205K | Buy |
+6,053
| New | +$205K | 0.05% | 106 |
|
|
2016
Q1 | – | Sell |
-6,318
| Closed | -$204K | – | 109 |
|
|
2015
Q4 | $204K | Buy |
+6,318
| New | +$204K | 0.05% | 101 |
|