EWM
Evercore Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Sell |
119,102
-14,901
| -11% | -$361K | 0.04% | 132 |
|
|
2025
Q1 | $3.4M | Sell |
134,003
-9,733
| -7% | -$247K | 0.05% | 122 |
|
|
2024
Q4 | $3.81M | Sell |
143,736
-29,647
| -17% | -$787K | 0.06% | 121 |
|
|
2024
Q3 | $5.02M | Sell |
173,383
-23,655
| -12% | -$685K | 0.08% | 96 |
|
|
2024
Q2 | $5.51M | Sell |
197,038
-9,852
| -5% | -$276K | 0.09% | 92 |
|
|
2024
Q1 | $5.74M | Sell |
206,890
-10,464
| -5% | -$290K | 0.09% | 92 |
|
|
2023
Q4 | $6.26M | Sell |
217,354
-17,615
| -7% | -$507K | 0.1% | 84 |
|
|
2023
Q3 | $7.79M | Sell |
234,969
-12,988
| -5% | -$431K | 0.15% | 72 |
|
|
2023
Q2 | $9.1M | Sell |
247,957
-3,898
| -2% | -$143K | 0.17% | 68 |
|
|
2023
Q1 | $10.3M | Sell |
251,855
-6,662
| -3% | -$272K | 0.2% | 62 |
|
|
2022
Q4 | $13.2M | Sell |
258,517
-6,902
| -3% | -$354K | 0.28% | 58 |
|
|
2022
Q3 | $11.6M | Sell |
265,419
-3,200
| -1% | -$140K | 0.26% | 58 |
|
|
2022
Q2 | $14.1M | Sell |
268,619
-2,178
| -0.8% | -$114K | 0.3% | 57 |
|
|
2022
Q1 | $14M | Buy |
270,797
+71
| +0% | +$3.68K | 0.25% | 59 |
|
|
2021
Q4 | $16M | Sell |
270,726
-5,825
| -2% | -$344K | 0.26% | 58 |
|
|
2021
Q3 | $11.9M | Sell |
276,551
-10,281
| -4% | -$442K | 0.22% | 61 |
|
|
2021
Q2 | $11.2M | Sell |
286,832
-12,975
| -4% | -$508K | 0.21% | 62 |
|
|
2021
Q1 | $10.9M | Sell |
299,807
-40,870
| -12% | -$1.48M | 0.22% | 63 |
|
|
2020
Q4 | $12.5M | Buy |
340,677
+17,813
| +6% | +$656K | 0.27% | 54 |
|
|
2020
Q3 | $11.8M | Buy |
322,864
+1,028
| +0.3% | +$37.7K | 0.29% | 53 |
|
|
2020
Q2 | $10.5M | Sell |
321,836
-15,123
| -4% | -$495K | 0.28% | 57 |
|
|
2020
Q1 | $11M | Sell |
336,959
-3,254
| -1% | -$106K | 0.36% | 51 |
|
|
2019
Q4 | $13.3M | Sell |
340,213
-15,625
| -4% | -$612K | 0.36% | 52 |
|
|
2019
Q3 | $12.8M | Sell |
355,838
-8,047
| -2% | -$289K | 0.38% | 55 |
|
|
2019
Q2 | $15.8M | Buy |
363,885
+14,066
| +4% | +$609K | 0.48% | 49 |
|
|
2019
Q1 | $14.9M | Buy |
349,819
+18,639
| +6% | +$792K | 0.48% | 50 |
|
|
2018
Q4 | $14.5M | Sell |
331,180
-11,059
| -3% | -$483K | 0.55% | 47 |
|
|
2018
Q3 | $15.1M | Sell |
342,239
-20,166
| -6% | -$889K | 0.48% | 52 |
|
|
2018
Q2 | $13.1M | Buy |
362,405
+178,611
| +97% | +$6.48M | 0.45% | 53 |
|
|
2018
Q1 | $6.52M | Sell |
183,794
-12,955
| -7% | -$460K | 0.25% | 73 |
|
|
2017
Q4 | $7.13M | Sell |
196,749
-3,083
| -2% | -$112K | 0.27% | 67 |
|
|
2017
Q3 | $7.13M | Sell |
199,832
-2,892
| -1% | -$103K | 0.28% | 70 |
|
|
2017
Q2 | $6.81M | Sell |
202,724
-11,713
| -5% | -$393K | 0.26% | 73 |
|
|
2017
Q1 | $7.34M | Sell |
214,437
-8,578
| -4% | -$293K | 0.29% | 71 |
|
|
2016
Q4 | $7.24M | Sell |
223,015
-11,123
| -5% | -$361K | 0.3% | 72 |
|
|
2016
Q3 | $7.93M | Buy |
234,138
+4,960
| +2% | +$168K | 0.33% | 64 |
|
|
2016
Q2 | $8.07M | Sell |
229,178
-4,543
| -2% | -$160K | 0.36% | 59 |
|
|
2016
Q1 | $6.93M | Buy |
233,721
+172
| +0.1% | +$5.1K | 0.31% | 64 |
|
|
2015
Q4 | $7.54M | Buy |
233,549
+6,683
| +3% | +$216K | 0.35% | 65 |
|
|
2015
Q3 | $7.12M | Buy |
226,866
+14,082
| +7% | +$442K | 0.34% | 68 |
|
|
2015
Q2 | $7.13M | Sell |
212,784
-19,988
| -9% | -$670K | 0.32% | 71 |
|
|
2015
Q1 | $8.1M | Sell |
232,772
-996
| -0.4% | -$34.7K | 0.37% | 68 |
|
|
2014
Q4 | $7.27M | Sell |
233,768
-3,683
| -2% | -$115K | 0.36% | 67 |
|
|
2014
Q3 | $7.03M | Sell |
237,451
-5,798
| -2% | -$172K | 0.35% | 75 |
|
|
2014
Q2 | $7.22M | Buy |
243,249
+35,560
| +17% | +$1.06M | 0.37% | 73 |
|
|
2014
Q1 | $6.68M | Buy |
207,689
+11,797
| +6% | +$379K | 0.37% | 72 |
|
|
2013
Q4 | $6M | Sell |
195,892
-27,011
| -12% | -$827K | 0.33% | 84 |
|
|
2013
Q3 | $6.4M | Buy |
222,903
+2,127
| +1% | +$61K | 0.37% | 82 |
|
|
2013
Q2 | $6.18M | Buy |
+220,776
| New | +$6.18M | 0.35% | 79 |
|