ECM
Evergreen Capital Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
480,954
+63,611
| +15% | +$1.54M | 0.35% | 80 |
|
|
2025
Q1 | $10.6M | Sell |
417,343
-69,359
| -14% | -$1.76M | 0.36% | 76 |
|
|
2024
Q4 | $12.9M | Buy |
486,702
+163,439
| +51% | +$4.34M | 0.42% | 62 |
|
|
2024
Q3 | $9.36M | Buy |
323,263
+36,316
| +13% | +$1.05M | 0.31% | 89 |
|
|
2024
Q2 | $8.03M | Buy |
286,947
+48,903
| +21% | +$1.37M | 0.29% | 98 |
|
|
2024
Q1 | $6.61M | Sell |
238,044
-2,589
| -1% | -$71.8K | 0.25% | 108 |
|
|
2023
Q4 | $6.93M | Sell |
240,633
-29,575
| -11% | -$851K | 0.28% | 101 |
|
|
2023
Q3 | $8.96M | Sell |
270,208
-7,553
| -3% | -$251K | 0.39% | 72 |
|
|
2023
Q2 | $10.2M | Buy |
277,761
+11,568
| +4% | +$424K | 0.43% | 65 |
|
|
2023
Q1 | $10.9M | Buy |
266,193
+83,462
| +46% | +$3.41M | 0.49% | 51 |
|
|
2022
Q4 | $9.36M | Buy |
182,731
+3,023
| +2% | +$155K | 0.44% | 67 |
|
|
2022
Q3 | $7.86M | Sell |
179,708
-28,877
| -14% | -$1.26M | 0.41% | 68 |
|
|
2022
Q2 | $10.9M | Sell |
208,585
-71,481
| -26% | -$3.75M | 0.57% | 51 |
|
|
2022
Q1 | $14.5M | Sell |
280,066
-3,077
| -1% | -$159K | 0.59% | 43 |
|
|
2021
Q4 | $16.7M | Buy |
283,143
+4,073
| +1% | +$241K | 0.67% | 31 |
|
|
2021
Q3 | $12M | Buy |
279,070
+20,896
| +8% | +$899K | 0.54% | 46 |
|
|
2021
Q2 | $10.1M | Buy |
258,174
+13,718
| +6% | +$537K | 0.48% | 47 |
|
|
2021
Q1 | $8.86M | Buy |
244,456
+19,789
| +9% | +$717K | 0.45% | 59 |
|
|
2020
Q4 | $8.27M | Buy |
224,667
+21,431
| +11% | +$789K | 0.48% | 55 |
|
|
2020
Q3 | $7.46M | Buy |
203,236
+1,753
| +0.9% | +$64.3K | 0.52% | 50 |
|
|
2020
Q2 | $6.59M | Buy |
201,483
+82,632
| +70% | +$2.7M | 0.5% | 51 |
|
|
2020
Q1 | $3.88M | Buy |
118,851
+55,856
| +89% | +$1.82M | 0.36% | 69 |
|
|
2019
Q4 | $2.47M | Buy |
62,995
+14,553
| +30% | +$570K | 0.21% | 104 |
|
|
2019
Q3 | $1.74M | Sell |
48,442
-1,738
| -3% | -$62.5K | 0.16% | 126 |
|
|
2019
Q2 | $2.17M | Buy |
50,180
+715
| +1% | +$31K | 0.21% | 106 |
|
|
2019
Q1 | $2.1M | Buy |
49,465
+2,073
| +4% | +$88.1K | 0.21% | 109 |
|
|
2018
Q4 | $2.07M | Sell |
47,392
-20,546
| -30% | -$897K | 0.22% | 106 |
|
|
2018
Q3 | $2.99M | Sell |
67,938
-6,555
| -9% | -$289K | 0.27% | 87 |
|
|
2018
Q2 | $2.7M | Sell |
74,493
-2,557
| -3% | -$92.8K | 0.25% | 84 |
|
|
2018
Q1 | $2.74M | Buy |
77,050
+341
| +0.4% | +$12.1K | 0.26% | 93 |
|
|
2017
Q4 | $2.78M | Sell |
76,709
-15,252
| -17% | -$552K | 0.28% | 85 |
|
|
2017
Q3 | $3.28M | Buy |
91,961
+1,870
| +2% | +$66.8K | 0.38% | 72 |
|
|
2017
Q2 | $3.03M | Buy |
90,091
+55,768
| +162% | +$1.87M | 0.49% | 62 |
|
|
2017
Q1 | $1.17M | Sell |
34,323
-1,950
| -5% | -$66.7K | 0.24% | 74 |
|
|
2016
Q4 | $1.18M | Sell |
36,273
-894
| -2% | -$29K | 0.23% | 78 |
|
|
2016
Q3 | $1.26M | Buy |
37,167
+295
| +0.8% | +$9.99K | 0.25% | 69 |
|
|
2016
Q2 | $1.3M | Sell |
36,872
-73
| -0.2% | -$2.57K | 0.28% | 66 |
|
|
2016
Q1 | $1.1M | Sell |
36,945
-1,074
| -3% | -$31.8K | 0.25% | 67 |
|
|
2015
Q4 | $1.23M | Sell |
38,019
-133,630
| -78% | -$4.31M | 0.29% | 67 |
|
|
2015
Q3 | $5.39M | Buy |
171,649
+2,688
| +2% | +$84.4K | 1.4% | 22 |
|
|
2015
Q2 | $5.67M | Sell |
168,961
-52,085
| -24% | -$1.75M | 1.39% | 24 |
|
|
2015
Q1 | $7.69M | Sell |
221,046
-3,045
| -1% | -$106K | 1.69% | 18 |
|
|
2014
Q4 | $6.63M | Sell |
224,091
-440
| -0.2% | -$13K | 1.3% | 22 |
|
|
2014
Q3 | $6.64M | Buy |
224,531
+3,915
| +2% | +$116K | 1.29% | 22 |
|
|
2014
Q2 | $6.55M | Buy |
220,616
+1,716
| +0.8% | +$50.9K | 1.29% | 24 |
|
|
2014
Q1 | $7.03M | Buy |
218,900
+1,756
| +0.8% | +$56.4K | 1.41% | 21 |
|
|
2013
Q4 | $6.65M | Sell |
217,144
-53,332
| -20% | -$1.63M | 1.2% | 27 |
|
|
2013
Q3 | $7.77M | Buy |
270,476
+2,699
| +1% | +$77.5K | 1.25% | 24 |
|
|
2013
Q2 | $7.5M | Buy |
+267,777
| New | +$7.5M | 1.15% | 30 |
|