Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.42M Sell
299,716
-95,595
-24% -$2.55M 1.07% 33
2025
Q4
$9.84M Sell
395,311
-16,220
-4% -$409K 1.17% 28
2025
Q3
$10.5M Sell
411,531
-63,746
-13% -$1.57M 1.34% 23
2025
Q2
$11.5M Sell
475,277
-4,805
-1% -$112K 1.58% 21
2025
Q1
$12.2M Sell
480,082
-3,927
-0.8% -$103K 2.44% 12
2024
Q4
$12.8M Buy
+484,009
New +$13.1M 1.95% 16
2024
Q3
Sell
-50,518
Closed -$12.4M 166
2024
Q2
$12.4M Sell
50,518
-358,446
-88% -$9.87M 2% 12
2024
Q1
$11.3M Buy
408,964
+70,585
+21% +$1.96M 1.88% 16
2023
Q4
$9.74M Buy
338,379
+33,065
+11% +$1,000K 1.42% 22
2023
Q3
$10.1M Buy
305,314
+138,696
+83% +$4.9M 1.57% 18
2023
Q2
$6.11M Buy
166,618
+19,215
+13% +$748K 1.36% 23
2023
Q1
$6.01M Sell
147,403
-3,295
-2% -$142K 1.38% 25
2022
Q4
$7.72M Buy
150,698
+4,000
+3% +$192K 1.74% 22
2022
Q3
$6.42M Sell
146,698
-10,500
-7% -$510K 1.54% 22
2022
Q2
$8.24M Sell
157,198
-32,990
-17% -$1.68M 1.84% 18
2022
Q1
$9.85M Sell
190,188
-22,856
-11% -$1.19M 2.07% 13
2021
Q4
$12.6M Buy
213,044
+49,042
+30% +$2.43M 2.08% 11
2021
Q3
$7.05M Sell
164,002
-4,371
-3% -$194K 1.53% 21
2021
Q2
$6.59M Buy
168,373
+8,505
+5% +$331K 1.48% 24
2021
Q1
$5.79M Buy
159,868
+3,925
+3% +$139K 1.36% 27
2020
Q4
$5.74M Sell
155,943
-22,289
-13% -$818K 1.52% 23
2020
Q3
$6.21M Sell
178,232
-2,931
-2% -$103K 1.89% 17
2020
Q2
$5.62M Buy
181,163
+98,149
+118% +$3.33M 1.74% 19
2020
Q1
$2.57M Buy
83,014
+32,528
+64% +$1.11M 0.8% 28
2019
Q4
$1.88M Sell
50,486
-2,169
-4% -$77.3K 0.49% 49
2019
Q3
$1.79M Buy
52,655
+5,687
+12% +$207K 0.5% 50
2019
Q2
$1.93M Buy
46,968
+2,081
+5% +$82.6K 0.55% 45
2019
Q1
$1.81M Hold
44,887
0.54% 45
2018
Q4
$1.86M Sell
44,887
-14,197
-24% -$589K 0.5% 45
2018
Q3
$2.47M Sell
59,084
-34,392
-37% -$1.32M 0.63% 41
2018
Q2
$3.22M Hold
93,476
0.67% 38
2018
Q1
$3.15M Buy
93,476
+27,212
+41% +$935K 0.65% 39
2017
Q4
$2.28M Buy
66,264
+10,693
+19% +$365K 0.49% 46
2017
Q3
$1.88M Sell
55,571
-35
-0.1% -$1.13K 0.42% 51
2017
Q2
$1.77M Sell
55,606
-33,518
-38% -$1.06M 0.39% 55
2017
Q1
$2.89M Buy
89,124
+475
+0.5% +$15K 0.59% 43
2016
Q4
$2.73M Hold
88,649
0.58% 41
2016
Q3
$2.85M Buy
88,649
+3,162
+4% +$106K 0.63% 41
2016
Q2
$2.86M Sell
85,487
-53,859
-39% -$1.72M 0.69% 40
2016
Q1
$3.92M Buy
139,346
+110,774
+388% +$3.16M 1.03% 29
2015
Q4
$875K Buy
28,572
+3,449
+14% +$109K 0.26% 79
2015
Q3
$749K Sell
25,123
-1,266
-5% -$40.6K 0.26% 83
2015
Q2
$839K Buy
26,389
+1,745
+7% +$56.9K 0.28% 75
2015
Q1
$813K Sell
24,644
-94,421
-79% -$3M 0.29% 78
2014
Q4
$3.52M Buy
119,065
+106,989
+886% +$3.07M 1.4% 23
2014
Q3
$339K Buy
+12,076
New +$339K 0.14% 93
2014
Q2
Sell
-13,779
Closed -$420K 110
2014
Q1
$420K Hold
13,779
0.16% 90
2013
Q4
$400K Sell
13,779
-7,593
-36% -$221K 0.2% 79
2013
Q3
$582K Hold
21,372
0.31% 76
2013
Q2
$568K Buy
+21,372
New +$591K 0.33% 71

Other funds holding PFE