Essex Investment Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-114,116
| Closed | -$2.89M | – | 318 |
|
|
2025
Q1 | $2.89M | Sell |
114,116
-12,694
| -10% | -$322K | 0.6% | 57 |
|
|
2024
Q4 | $3.36M | Sell |
126,810
-24,182
| -16% | -$642K | 0.6% | 61 |
|
|
2024
Q3 | $4.37M | Buy |
+150,992
| New | +$4.37M | 0.76% | 43 |
|
|
2023
Q3 | – | Sell |
-56,844
| Closed | -$2.09M | – | 387 |
|
|
2023
Q2 | $2.09M | Sell |
56,844
-40,254
| -41% | -$1.48M | 0.29% | 122 |
|
|
2023
Q1 | $3.96M | Sell |
97,098
-2,072
| -2% | -$84.5K | 0.58% | 45 |
|
|
2022
Q4 | $5.08M | Sell |
99,170
-1,947
| -2% | -$99.8K | 0.79% | 28 |
|
|
2022
Q3 | $4.43M | Sell |
101,117
-5,946
| -6% | -$260K | 0.71% | 34 |
|
|
2022
Q2 | $5.61M | Sell |
107,063
-20,901
| -16% | -$1.1M | 0.91% | 21 |
|
|
2022
Q1 | $6.63M | Sell |
127,964
-20,787
| -14% | -$1.08M | 0.83% | 27 |
|
|
2021
Q4 | $8.78M | Hold |
148,751
| – | – | 1.01% | 19 |
|
|
2021
Q3 | $6.4M | Buy |
148,751
+1,851
| +1% | +$79.6K | 0.78% | 27 |
|
|
2021
Q2 | $5.75M | Buy |
146,900
+66,203
| +82% | +$2.59M | 0.67% | 37 |
|
|
2021
Q1 | $2.92M | Sell |
80,697
-5,408
| -6% | -$196K | 0.36% | 89 |
|
|
2020
Q4 | $3.17M | Buy |
86,105
+14,611
| +20% | +$538K | 0.39% | 78 |
|
|
2020
Q3 | $2.49M | Buy |
71,494
+70,176
| +5,324% | +$2.44M | 0.36% | 76 |
|
|
2020
Q2 | $41K | Hold |
1,318
| – | – | 0.01% | 354 |
|
|
2020
Q1 | $41K | Hold |
1,318
| – | – | 0.01% | 338 |
|
|
2019
Q4 | $49K | Hold |
1,318
| – | – | 0.01% | 409 |
|
|
2019
Q3 | $45K | Hold |
1,318
| – | – | 0.01% | 400 |
|
|
2019
Q2 | $54K | Hold |
1,318
| – | – | 0.01% | 400 |
|
|
2019
Q1 | $53K | Sell |
1,318
-1,970
| -60% | -$79.2K | 0.01% | 396 |
|
|
2018
Q4 | $136K | Buy |
+3,288
| New | +$136K | 0.02% | 361 |
|
|
2018
Q2 | – | Sell |
-17,559
| Closed | -$591K | – | 420 |
|
|
2018
Q1 | $591K | Sell |
17,559
-8,425
| -32% | -$284K | 0.08% | 257 |
|
|
2017
Q4 | $893K | Buy |
25,984
+5,733
| +28% | +$197K | 0.12% | 223 |
|
|
2017
Q3 | $686K | Buy |
20,251
+2,867
| +16% | +$97.1K | 0.09% | 242 |
|
|
2017
Q2 | $554K | Sell |
17,384
-3,810
| -18% | -$121K | 0.08% | 250 |
|
|
2017
Q1 | $688K | Buy |
+21,194
| New | +$688K | 0.11% | 233 |
|
|
2014
Q4 | – | Sell |
-13,813
| Closed | -$388K | – | 345 |
|
|
2014
Q3 | $388K | Hold |
13,813
| – | – | 0.06% | 256 |
|
|
2014
Q2 | $389K | Sell |
13,813
-7,976
| -37% | -$225K | 0.06% | 267 |
|
|
2014
Q1 | $664K | Buy |
21,789
+1,863
| +9% | +$56.8K | 0.1% | 225 |
|
|
2013
Q4 | $579K | Buy |
19,926
+2,960
| +17% | +$86K | 0.08% | 254 |
|
|
2013
Q3 | $462K | Buy |
16,966
+3,689
| +28% | +$100K | 0.07% | 263 |
|
|
2013
Q2 | $353K | Buy |
+13,277
| New | +$353K | 0.06% | 254 |
|