Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$274K Buy
11,000
+1,227
+13% +$30.9K 0.02% 277
2025
Q3
$249K Buy
+9,773
New +$241K 0.02% 276
2024
Q1
Sell
-63,666
Closed -$1.83M 182
2023
Q4
$1.83M Sell
63,666
-167
-0.3% -$5.05K 0.14% 128
2023
Q3
$2.12M Sell
63,833
-216
-0.3% -$7.64K 0.16% 127
2023
Q2
$2.35M Sell
64,049
-695
-1% -$27.1K 0.16% 129
2023
Q1
$2.64M Buy
64,744
+10,093
+18% +$436K 0.18% 125
2022
Q4
$2.8M Buy
+54,651
New +$2.62M 0.22% 110
2022
Q1
Sell
-42,448
Closed -$2.51M 324
2021
Q4
$2.51M Sell
42,448
-9,721
-19% -$482K 0.11% 158
2021
Q3
$2.24M Buy
52,169
+31
+0.1% +$1.37K 0.1% 171
2021
Q2
$2.04M Sell
52,138
-85,144
-62% -$3.31M 0.09% 190
2021
Q1
$4.97M Buy
137,282
+58,111
+73% +$2.06M 0.23% 125
2020
Q4
$2.91M Sell
79,171
-185,376
-70% -$6.8M 0.17% 145
2020
Q3
$9.21M Sell
264,547
-9,757
-4% -$342K 0.55% 46
2020
Q2
$8.51M Sell
274,304
-6,224
-2% -$211K 0.53% 46
2020
Q1
$8.69M Sell
280,528
-55,611
-17% -$1.89M 0.59% 41
2019
Q4
$12.5M Buy
336,139
+9,358
+3% +$333K 0.59% 42
2019
Q3
$11.1M Sell
326,781
-23,598
-7% -$858K 0.49% 42
2019
Q2
$14.4M Sell
350,379
-62,664
-15% -$2.49M 0.56% 29
2019
Q1
$16.6M Sell
413,043
-48,031
-10% -$1.92M 0.7% 22
2018
Q4
$19.1M Sell
461,074
-67,830
-13% -$2.82M 0.97% 13
2018
Q3
$22.1M Buy
528,904
+18,060
+4% +$695K 0.8% 16
2018
Q2
$17.6M Buy
510,844
+42,685
+9% +$1.46M 0.61% 23
2018
Q1
$15.8M Sell
468,159
-30,270
-6% -$1.04M 0.56% 34
2017
Q4
$17.1M Buy
498,429
+56,863
+13% +$1.94M 0.53% 29
2017
Q3
$15M Sell
441,566
-861,466
-66% -$27.7M 0.63% 29
2017
Q2
$41.5M Sell
1,303,032
-35,611
-3% -$1.12M 0.61% 29
2017
Q1
$43.4M Buy
1,338,643
+2,713
+0.2% +$85.5K 0.69% 22
2016
Q4
$41.2M Buy
1,335,930
+73,547
+6% +$2.25M 0.72% 24
2016
Q3
$40.6M Sell
1,262,383
-453,554
-26% -$15.2M 0.71% 27
2016
Q2
$57.3M Buy
1,715,937
+240,926
+16% +$7.69M 0.89% 18
2016
Q1
$41.5M Sell
1,475,011
-215,164
-13% -$6.15M 0.69% 29
2015
Q4
$51.8M Sell
1,690,175
-271,991
-14% -$8.56M 0.81% 20
2015
Q3
$58.5M Sell
1,962,166
-145,381
-7% -$4.66M 1.01% 11
2015
Q2
$67M Sell
2,107,547
-236,720
-10% -$7.72M 0.97% 12
2015
Q1
$77.4M Buy
2,344,267
+489,101
+26% +$15.5M 1.16% 6
2014
Q4
$54.8M Buy
1,855,166
+66,049
+4% +$1.89M 0.82% 17
2014
Q3
$50.2M Buy
1,789,117
+7,341
+0.4% +$206K 0.73% 18
2014
Q2
$50.2M Sell
1,781,776
-100,331
-5% -$2.86M 0.76% 18
2014
Q1
$57.4M Sell
1,882,107
-127,989
-6% -$3.82M 0.92% 11
2013
Q4
$58.4M Sell
2,010,096
-139,246
-6% -$4.05M 1.02% 11
2013
Q3
$58.5M Sell
2,149,342
-249,813
-10% -$6.8M 1.1% 8
2013
Q2
$63.8M Buy
+2,399,155
New +$66.3M 1.39% 2

Other funds holding PFE