Grassi Investment Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $837K | Sell |
34,531
-621
| -2% | -$14.5K | 0.07% | 79 |
|
|
2025
Q1 | $891K | Sell |
35,152
-1,000
| -3% | -$26.2K | 0.08% | 76 |
|
|
2024
Q4 | $959K | Hold |
36,152
| – | – | 0.08% | 75 |
|
|
2024
Q3 | $1.05M | Sell |
36,152
-700
| -2% | -$20.4K | 0.09% | 72 |
|
|
2024
Q2 | $1.03M | Sell |
36,852
-400
| -1% | -$11K | 0.09% | 70 |
|
|
2024
Q1 | $1.03M | Hold |
37,252
| – | – | 0.09% | 70 |
|
|
2023
Q4 | $1.07M | Sell |
37,252
-103,700
| -74% | -$3.13M | 0.11% | 71 |
|
|
2023
Q3 | $4.67M | Sell |
140,952
-4,150
| -3% | -$147K | 0.54% | 52 |
|
|
2023
Q2 | $5.32M | Sell |
145,102
-6,500
| -4% | -$253K | 0.59% | 49 |
|
|
2023
Q1 | $6.18M | Buy |
151,602
+2,500
| +2% | +$108K | 0.77% | 42 |
|
|
2022
Q4 | $7.64M | Sell |
149,102
-125
| -0.1% | -$5.99K | 1.03% | 40 |
|
|
2022
Q3 | $6.53M | Buy |
149,227
+400
| +0.3% | +$19.4K | 0.95% | 43 |
|
|
2022
Q2 | $7.8M | Buy |
148,827
+275
| +0.2% | +$14K | 1.03% | 39 |
|
|
2022
Q1 | $7.69M | Buy |
148,552
+350
| +0.2% | +$18.2K | 0.8% | 49 |
|
|
2021
Q4 | $8.75M | Buy |
148,202
+500
| +0.3% | +$24.8K | 0.87% | 40 |
|
|
2021
Q3 | $6.35M | Buy |
147,702
+2,025
| +1% | +$89.7K | 0.71% | 50 |
|
|
2021
Q2 | $5.71M | Buy |
145,677
+3,500
| +2% | +$136K | 0.62% | 54 |
|
|
2021
Q1 | $5.15M | Sell |
142,177
-15,300
| -10% | -$543K | 0.58% | 55 |
|
|
2020
Q4 | $5.8M | Sell |
157,477
-27,950
| -15% | -$1.03M | 0.74% | 49 |
|
|
2020
Q3 | $6.46M | Buy |
185,427
+4,269
| +2% | +$150K | 0.92% | 42 |
|
|
2020
Q2 | $5.62M | Buy |
181,158
+2,793
| +2% | +$94.9K | 0.81% | 54 |
|
|
2020
Q1 | $5.52M | Sell |
178,365
-52,302
| -23% | -$1.78M | 0.97% | 47 |
|
|
2019
Q4 | $8.57M | Buy |
230,667
+9,203
| +4% | +$328K | 1.16% | 35 |
|
|
2019
Q3 | $7.55M | Sell |
221,464
-12,771
| -5% | -$464K | 1.13% | 40 |
|
|
2019
Q2 | $9.63M | Sell |
234,235
-692
| -0.3% | -$27.5K | 1.42% | 25 |
|
|
2019
Q1 | $9.47M | Buy |
234,927
+3
| +0% | +$120 | 1.4% | 22 |
|
|
2018
Q4 | $9.73M | Buy |
234,924
+34,418
| +17% | +$1.43M | 1.67% | 17 |
|
|
2018
Q3 | $8.38M | Sell |
200,506
-336
| -0.2% | -$12.9K | 1.24% | 28 |
|
|
2018
Q2 | $6.91M | Buy |
200,842
+1,940
| +1% | +$66.3K | 1.11% | 44 |
|
|
2018
Q1 | $6.7M | Buy |
198,902
+7,526
| +4% | +$259K | 1.09% | 42 |
|
|
2017
Q4 | $6.58M | Buy |
191,376
+1,928
| +1% | +$65.7K | 1.07% | 40 |
|
|
2017
Q3 | $6.42M | Buy |
189,448
+1,185
| +0.6% | +$38.1K | 1.08% | 36 |
|
|
2017
Q2 | $6M | Sell |
188,263
-67,001
| -26% | -$2.11M | 1.06% | 40 |
|
|
2017
Q1 | $8.29M | Buy |
255,264
+294
| +0.1% | +$9.27K | 1.44% | 20 |
|
|
2016
Q4 | $7.86M | Sell |
254,970
-1,833
| -0.7% | -$56K | 1.43% | 24 |
|
|
2016
Q3 | $8.25M | Sell |
256,803
-3,133
| -1% | -$105K | 1.55% | 14 |
|
|
2016
Q2 | $8.68M | Sell |
259,936
-5,367
| -2% | -$171K | 1.64% | 9 |
|
|
2016
Q1 | $7.46M | Buy |
265,303
+14,160
| +6% | +$404K | 1.48% | 20 |
|
|
2015
Q4 | $7.69M | Buy |
251,143
+9,219
| +4% | +$290K | 1.57% | 16 |
|
|
2015
Q3 | $7.21M | Buy |
241,924
+1,720
| +0.7% | +$55.1K | 1.53% | 14 |
|
|
2015
Q2 | $7.64M | Sell |
240,204
-2,447
| -1% | -$79.8K | 1.44% | 13 |
|
|
2015
Q1 | $8.01M | Buy |
242,651
+4,741
| +2% | +$151K | 1.49% | 8 |
|
|
2014
Q4 | $7.03M | Buy |
237,910
+2,246
| +1% | +$64.4K | 1.23% | 18 |
|
|
2014
Q3 | $6.61M | Buy |
235,664
+7,476
| +3% | +$210K | 1.25% | 22 |
|
|
2014
Q2 | $6.43M | Buy |
228,188
+3,349
| +1% | +$95.5K | 1.41% | 20 |
|
|
2014
Q1 | $6.85M | Buy |
224,839
+4,710
| +2% | +$140K | 1.62% | 12 |
|
|
2013
Q4 | $6.4M | Buy |
220,129
+3,095
| +1% | +$90.1K | 1.53% | 16 |
|
|
2013
Q3 | $5.92M | Buy |
217,034
+3,704
| +2% | +$101K | 1.56% | 13 |
|
|
2013
Q2 | $5.67M | Buy |
+213,330
| New | +$5.89M | 1.52% | 12 |
|
Other funds holding PFE
Grassi Investment Management's PFE Position: Q2 2025 in Review
Grassi Investment Management reduced its Pfizer (PFE) stake by 1.8% in Q2 2025, selling an estimated $14.5K and leaving 34,531 shares worth $837K. The position accounts for 0.07% of the portfolio, ranked #79.
Grassi Investment Management first reported a position in PFE in Q2 2013 and has held it in 49 quarters since. The position peaked at $9.73M in Q4 2018. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.
- Grassi Investment Management held 34,531 shares of Pfizer worth $837K as of Q2 2025.
- Grassi Investment Management sold 621 Pfizer shares in Q2 2025, an estimated $14.5K.
- Pfizer made up 0.07% of Grassi Investment Management's portfolio in Q2 2025, its #79 holding.
- Grassi Investment Management first reported a position in Pfizer in Q2 2013 and has held it in 49 quarters since.
- Grassi Investment Management's Pfizer position peaked at $9.73M in Q4 2018.
- 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.
Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.