EWM
Evermay Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
12,211
-1,884
| -13% | -$45.7K | 0.04% | 166 |
|
|
2025
Q1 | $357K | Buy |
14,095
+636
| +5% | +$16.1K | 0.05% | 145 |
|
|
2024
Q4 | $357K | Sell |
13,459
-5,458
| -29% | -$145K | 0.05% | 145 |
|
|
2024
Q3 | $547K | Sell |
18,917
-1,675
| -8% | -$48.5K | 0.09% | 117 |
|
|
2024
Q2 | $576K | Buy |
20,592
+5,636
| +38% | +$158K | 0.09% | 117 |
|
|
2024
Q1 | $415K | Sell |
14,956
-2,062
| -12% | -$57.2K | 0.06% | 141 |
|
|
2023
Q4 | $490K | Sell |
17,018
-1,194
| -7% | -$34.4K | 0.09% | 107 |
|
|
2023
Q3 | $604K | Hold |
18,212
| – | – | 0.12% | 84 |
|
|
2023
Q2 | $668K | Sell |
18,212
-1,695
| -9% | -$62.2K | 0.13% | 82 |
|
|
2023
Q1 | $812K | Sell |
19,907
-8,328
| -29% | -$340K | 0.16% | 69 |
|
|
2022
Q4 | $1.45M | Sell |
28,235
-1,670
| -6% | -$85.6K | 0.29% | 40 |
|
|
2022
Q3 | $1.31M | Buy |
29,905
+417
| +1% | +$18.3K | 0.26% | 40 |
|
|
2022
Q2 | $1.55M | Sell |
29,488
-20
| -0.1% | -$1.05K | 0.3% | 39 |
|
|
2022
Q1 | $1.53M | Sell |
29,508
-11,785
| -29% | -$610K | 0.26% | 45 |
|
|
2021
Q4 | $2.44M | Buy |
41,293
+1,899
| +5% | +$112K | 0.44% | 22 |
|
|
2021
Q3 | $1.69M | Sell |
39,394
-16,742
| -30% | -$720K | 0.33% | 26 |
|
|
2021
Q2 | $2.2M | Sell |
56,136
-1,016
| -2% | -$39.8K | 0.41% | 22 |
|
|
2021
Q1 | $2.07M | Sell |
57,152
-2,081
| -4% | -$75.4K | 0.41% | 24 |
|
|
2020
Q4 | $2.18M | Buy |
59,233
+716
| +1% | +$26.4K | 0.48% | 23 |
|
|
2020
Q3 | $2.15M | Buy |
58,517
+1,567
| +3% | +$57.5K | 0.53% | 22 |
|
|
2020
Q2 | $1.86M | Buy |
56,950
+1,850
| +3% | +$60.5K | 0.49% | 22 |
|
|
2020
Q1 | $1.8M | Sell |
55,100
-1,070
| -2% | -$34.9K | 0.55% | 19 |
|
|
2019
Q4 | $2.2M | Sell |
56,170
-5,388
| -9% | -$211K | 0.54% | 20 |
|
|
2019
Q3 | $2.21M | Buy |
61,558
+518
| +0.8% | +$18.6K | 0.6% | 18 |
|
|
2019
Q2 | $2.64M | Sell |
61,040
-3,075
| -5% | -$133K | 0.73% | 15 |
|
|
2019
Q1 | $2.72M | Buy |
64,115
+120
| +0.2% | +$5.1K | 0.77% | 14 |
|
|
2018
Q4 | $2.79M | Sell |
63,995
-455
| -0.7% | -$19.9K | 0.9% | 12 |
|
|
2018
Q3 | $2.84M | Sell |
64,450
-1,460
| -2% | -$64.3K | 0.89% | 14 |
|
|
2018
Q2 | $2.39M | Buy |
65,910
+365
| +0.6% | +$13.2K | 0.8% | 16 |
|
|
2018
Q1 | $2.33M | Buy |
65,545
+105
| +0.2% | +$3.73K | 0.8% | 16 |
|
|
2017
Q4 | $2.37M | Buy |
65,440
+16,897
| +35% | +$612K | 0.87% | 13 |
|
|
2017
Q3 | $1.73M | Sell |
48,543
-4,700
| -9% | -$168K | 0.75% | 13 |
|
|
2017
Q2 | $1.79M | Sell |
53,243
-9,695
| -15% | -$326K | 0.79% | 16 |
|
|
2017
Q1 | $2.15M | Buy |
62,938
+1,704
| +3% | +$58.3K | 0.96% | 14 |
|
|
2016
Q4 | $1.99M | Sell |
61,234
-1,154
| -2% | -$37.5K | 0.97% | 15 |
|
|
2016
Q3 | $2.11M | Buy |
62,388
+28
| +0% | +$948 | 1.06% | 13 |
|
|
2016
Q2 | $2.2M | Sell |
62,360
-1,405
| -2% | -$49.5K | 1.15% | 15 |
|
|
2016
Q1 | $1.89M | Buy |
63,765
+10,700
| +20% | +$317K | 1.06% | 16 |
|
|
2015
Q4 | $1.71M | Sell |
53,065
-2,312
| -4% | -$74.6K | 1.01% | 16 |
|
|
2015
Q3 | $1.74M | Buy |
55,377
+5,126
| +10% | +$161K | 1.04% | 14 |
|
|
2015
Q2 | $1.69M | Hold |
50,251
| – | – | 1% | 16 |
|
|
2015
Q1 | $1.75M | Sell |
50,251
-1,527
| -3% | -$53.1K | 1.03% | 16 |
|
|
2014
Q4 | $1.61M | Sell |
51,778
-757
| -1% | -$23.6K | 1.05% | 14 |
|
|
2014
Q3 | $1.55M | Sell |
52,535
-181
| -0.3% | -$5.35K | 1.33% | 11 |
|
|
2014
Q2 | $1.57M | Buy |
52,716
+18,850
| +56% | +$560K | 1.35% | 10 |
|
|
2014
Q1 | $1.09M | Buy |
+33,866
| New | +$1.09M | 1.16% | 9 |
|