Garde Capital’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-4,351
| Closed | -$105K | – | 645 |
|
|
2025
Q2 | $105K | Sell |
4,351
-1,808
| -29% | -$42.2K | 0.01% | 276 |
|
|
2025
Q1 | $156K | Buy |
6,159
+1,576
| +34% | +$41.2K | 0.01% | 233 |
|
|
2024
Q4 | $122K | Sell |
4,583
-180
| -4% | -$4.88K | 0.01% | 262 |
|
|
2024
Q3 | $138K | Hold |
4,763
| – | – | 0.01% | 233 |
|
|
2024
Q2 | $133K | Sell |
4,763
-1,505
| -24% | -$41.4K | 0.01% | 236 |
|
|
2024
Q1 | $173K | Sell |
6,268
-245
| -4% | -$6.8K | 0.01% | 225 |
|
|
2023
Q4 | $188K | Sell |
6,513
-100
| -2% | -$3.02K | 0.01% | 205 |
|
|
2023
Q3 | $219K | Sell |
6,613
-11,984
| -64% | -$424K | 0.02% | 188 |
|
|
2023
Q2 | $682K | Buy |
18,597
+11,300
| +155% | +$440K | 0.06% | 122 |
|
|
2023
Q1 | $298K | Sell |
7,297
-302
| -4% | -$13K | 0.03% | 153 |
|
|
2022
Q4 | $389K | Buy |
7,599
+167
| +2% | +$8.01K | 0.05% | 127 |
|
|
2022
Q3 | $325K | Hold |
7,432
| – | – | 0.04% | 129 |
|
|
2022
Q2 | $390K | Hold |
7,432
| – | – | 0.05% | 132 |
|
|
2022
Q1 | $385K | Hold |
7,432
| – | – | 0.04% | 149 |
|
|
2021
Q4 | $439K | Buy |
7,432
+168
| +2% | +$8.32K | 0.04% | 142 |
|
|
2021
Q3 | $312K | Buy |
7,264
+250
| +4% | +$11.1K | 0.03% | 162 |
|
|
2021
Q2 | $275K | Sell |
7,014
-1,897
| -21% | -$73.8K | 0.03% | 171 |
|
|
2021
Q1 | $323K | Buy |
8,911
+930
| +12% | +$33K | 0.04% | 143 |
|
|
2020
Q4 | $293K | Buy |
+7,981
| New | +$293K | 0.04% | 153 |
|
|
2019
Q2 | – | Sell |
-8,786
| Closed | -$354K | – | 148 |
|
|
2019
Q1 | $354K | Sell |
8,786
-22,954
| -72% | -$919K | 0.06% | 107 |
|
|
2018
Q4 | $1.31M | Hold |
31,740
| – | – | 0.23% | 54 |
|
|
2018
Q3 | $1.3M | Buy |
31,740
+40
| +0.1% | +$1.54K | 0.22% | 57 |
|
|
2018
Q2 | $1.09M | Hold |
31,700
| – | – | 0.19% | 67 |
|
|
2018
Q1 | $1.07M | Buy |
31,700
+394
| +1% | +$13.5K | 0.19% | 65 |
|
|
2017
Q4 | $1.08M | Sell |
31,306
-248
| -0.8% | -$8.46K | 0.2% | 64 |
|
|
2017
Q3 | $1.07M | Buy |
31,554
+18,983
| +151% | +$610K | 0.21% | 60 |
|
|
2017
Q2 | $401K | Hold |
12,571
| – | – | 0.1% | 81 |
|
|
2017
Q1 | $408K | Sell |
12,571
-1,691
| -12% | -$53.3K | 0.11% | 72 |
|
|
2016
Q4 | $439K | Sell |
14,262
-15,740
| -52% | -$481K | 0.13% | 68 |
|
|
2016
Q3 | $894K | Buy |
30,002
+17,835
| +147% | +$596K | 0.29% | 65 |
|
|
2016
Q2 | $406K | Sell |
12,167
-211
| -2% | -$6.73K | 0.13% | 64 |
|
|
2016
Q1 | $348K | Buy |
12,378
+2,211
| +22% | +$63.2K | 0.12% | 74 |
|
|
2015
Q4 | $311K | Sell |
10,167
-19,835
| -66% | -$624K | 0.11% | 75 |
|
|
2015
Q3 | $894K | Sell |
30,002
-4,005
| -12% | -$128K | 0.29% | 65 |
|
|
2015
Q2 | $1.08M | Buy |
34,007
+1,389
| +4% | +$45.3K | 0.33% | 63 |
|
|
2015
Q1 | $1.08M | Buy |
32,618
+5,331
| +20% | +$169K | 0.33% | 63 |
|
|
2014
Q4 | $806K | Buy |
+27,287
| New | +$782K | 0.25% | 79 |
|
Other funds holding PFE
