Family Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $433K | Buy |
15,433
+1,231
| +9% | +$32.8K | 0.05% | 170 |
|
|
2025
Q4 | $354K | Sell |
14,202
-120,027
| -89% | -$3.03M | 0.04% | 173 |
|
|
2025
Q3 | $3.42M | Buy |
134,229
+1,931
| +1% | +$47.7K | 0.47% | 58 |
|
|
2025
Q2 | $3.21M | Buy |
132,298
+116,179
| +721% | +$2.71M | 0.49% | 57 |
|
|
2025
Q1 | $408K | Buy |
16,119
+353
| +2% | +$9.24K | 0.07% | 127 |
|
|
2024
Q4 | $209K | Sell |
15,766
-1,266
| -7% | -$34.3K | 0.03% | 155 |
|
|
2024
Q3 | $493K | Buy |
17,032
+775
| +5% | +$22.6K | 0.08% | 112 |
|
|
2024
Q2 | $455K | Sell |
16,257
-6,368
| -28% | -$175K | 0.08% | 106 |
|
|
2024
Q1 | $628K | Sell |
22,625
-869
| -4% | -$24.1K | 0.12% | 87 |
|
|
2023
Q4 | $676K | Sell |
23,494
-85,120
| -78% | -$2.57M | 0.14% | 77 |
|
|
2023
Q3 | $3.6M | Sell |
108,614
-2,878
| -3% | -$102K | 0.83% | 28 |
|
|
2023
Q2 | $4.09M | Buy |
111,492
+324
| +0.3% | +$12.6K | 0.9% | 27 |
|
|
2023
Q1 | $4.54M | Sell |
111,168
-2,973
| -3% | -$128K | 1.04% | 26 |
|
|
2022
Q4 | $5.85M | Sell |
114,141
-2,672
| -2% | -$128K | 1.43% | 17 |
|
|
2022
Q3 | $5.11M | Buy |
116,813
+87,248
| +295% | +$4.24M | 1.37% | 20 |
|
|
2022
Q2 | $1.55M | Sell |
29,565
-1,788
| -6% | -$91.1K | 0.44% | 57 |
|
|
2022
Q1 | $1.62M | Buy |
31,353
+283
| +0.9% | +$14.7K | 0.45% | 51 |
|
|
2021
Q4 | $1.83M | Sell |
31,070
-791
| -2% | -$39.2K | 0.48% | 54 |
|
|
2021
Q3 | $1.37M | Sell |
31,861
-5,449
| -15% | -$241K | 0.38% | 58 |
|
|
2021
Q2 | $1.46M | Buy |
37,310
+5,522
| +17% | +$215K | 0.39% | 56 |
|
|
2021
Q1 | $1.15M | Buy |
31,788
+3,115
| +11% | +$111K | 0.36% | 60 |
|
|
2020
Q4 | $1.05M | Buy |
28,673
+2,937
| +11% | +$108K | 0.36% | 61 |
|
|
2020
Q3 | $896K | Sell |
25,736
-3,828
| -13% | -$134K | 0.39% | 58 |
|
|
2020
Q2 | $917K | Buy |
29,564
+4,654
| +19% | +$158K | 0.37% | 59 |
|
|
2020
Q1 | $771K | Sell |
24,910
-5,641
| -18% | -$192K | 0.39% | 60 |
|
|
2019
Q4 | $1.14M | Buy |
30,551
+3,939
| +15% | +$140K | 0.39% | 59 |
|
|
2019
Q3 | $907K | Buy |
26,612
+1,103
| +4% | +$40.1K | 0.34% | 59 |
|
|
2019
Q2 | $1.05M | Buy |
25,509
+11,879
| +87% | +$472K | 0.41% | 58 |
|
|
2019
Q1 | $549K | Sell |
13,630
-8,813
| -39% | -$353K | 0.24% | 76 |
|
|
2018
Q4 | $929K | Hold |
22,443
| – | – | 0.39% | 61 |
|
|
2018
Q3 | $939K | Buy |
22,443
+829
| +4% | +$31.9K | 0.55% | 39 |
|
|
2018
Q2 | $744K | Buy |
21,614
+7,188
| +50% | +$246K | 0.46% | 41 |
|
|
2018
Q1 | $486K | Hold |
14,426
| – | – | 0.37% | 40 |
|
|
2017
Q4 | $496K | Buy |
14,426
+197
| +1% | +$6.72K | 0.35% | 40 |
|
|
2017
Q3 | $482K | Buy |
14,229
+3,109
| +28% | +$99.9K | 0.33% | 40 |
|
|
2017
Q2 | $354K | Buy |
11,120
+2,688
| +32% | +$84.8K | 0.24% | 42 |
|
|
2017
Q1 | $274K | Buy |
8,432
+45
| +0.5% | +$1.42K | 0.19% | 49 |
|
|
2016
Q4 | $258K | Hold |
8,387
| – | – | 0.18% | 54 |
|
|
2016
Q3 | $270K | Buy |
8,387
+580
| +7% | +$19.4K | 0.15% | 62 |
|
|
2016
Q2 | $261K | Hold |
7,807
| – | – | 0.15% | 66 |
|
|
2016
Q1 | $220K | Sell |
7,807
-104
| -1% | -$2.97K | 0.14% | 60 |
|
|
2015
Q4 | $242K | Sell |
7,911
-15,735
| -67% | -$495K | 0.13% | 67 |
|
|
2015
Q3 | $705K | Buy |
23,646
+393
| +2% | +$12.6K | 0.31% | 55 |
|
|
2015
Q2 | $740K | Buy |
23,253
+15,095
| +185% | +$492K | 0.31% | 58 |
|
|
2015
Q1 | $269K | Sell |
8,158
-620
| -7% | -$19.7K | 0.12% | 68 |
|
|
2014
Q4 | $259K | Hold |
8,778
| – | – | 0.12% | 73 |
|
|
2014
Q3 | $246K | Sell |
8,778
-168
| -2% | -$4.71K | 0.11% | 73 |
|
|
2014
Q2 | $252K | Hold |
8,946
| – | – | 0.12% | 69 |
|
|
2014
Q1 | $273K | Buy |
+8,946
| New | +$267K | 0.14% | 58 |
|
Other funds holding PFE
VCM
VPM
