Graybill Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,800
| Closed | -$45.6K | – | 141 |
|
|
2025
Q1 | $45.6K | Buy |
+1,800
| New | +$45.6K | 0.02% | 98 |
|
|
2022
Q1 | – | Sell |
-65,073
| Closed | -$3.84M | – | 51 |
|
|
2021
Q4 | $3.84M | Buy |
65,073
+474
| +0.7% | +$28K | 1.74% | 31 |
|
|
2021
Q3 | $2.78M | Buy |
64,599
+765
| +1% | +$32.9K | 1.37% | 41 |
|
|
2021
Q2 | $2.5M | Buy |
63,834
+180
| +0.3% | +$7.05K | 1.23% | 44 |
|
|
2021
Q1 | $2.31M | Buy |
63,654
+750
| +1% | +$27.2K | 1.22% | 42 |
|
|
2020
Q4 | $2.32M | Sell |
62,904
-3,423
| -5% | -$126K | 1.31% | 39 |
|
|
2020
Q3 | $2.31M | Sell |
66,327
-567
| -0.8% | -$19.7K | 1.5% | 34 |
|
|
2020
Q2 | $2.08M | Sell |
66,894
-39,456
| -37% | -$1.22M | 1.53% | 35 |
|
|
2020
Q1 | $3.29M | Sell |
106,350
-1,738
| -2% | -$53.8K | 2.91% | 12 |
|
|
2019
Q4 | $4.02M | Buy |
108,088
+3,795
| +4% | +$141K | 2.5% | 17 |
|
|
2019
Q3 | $3.56M | Buy |
104,293
+5,200
| +5% | +$177K | 2.41% | 21 |
|
|
2019
Q2 | $4.07M | Sell |
99,093
-118
| -0.1% | -$4.85K | 2.79% | 15 |
|
|
2019
Q1 | $4M | Sell |
99,211
-1,420
| -1% | -$57.2K | 2.79% | 11 |
|
|
2018
Q4 | $4.17M | Buy |
100,631
+2,320
| +2% | +$96.1K | 3.47% | 4 |
|
|
2018
Q3 | $4.11M | Sell |
98,311
-1,453
| -1% | -$60.8K | 2.98% | 8 |
|
|
2018
Q2 | $3.43M | Sell |
99,764
-1,904
| -2% | -$65.5K | 2.63% | 16 |
|
|
2018
Q1 | $3.42M | Buy |
101,668
+137
| +0.1% | +$4.61K | 2.61% | 16 |
|
|
2017
Q4 | $3.49M | Buy |
101,531
+753
| +0.7% | +$25.9K | 2.51% | 14 |
|
|
2017
Q3 | $3.41M | Buy |
100,778
+1,331
| +1% | +$45.1K | 2.52% | 17 |
|
|
2017
Q2 | $3.17M | Buy |
99,447
+582
| +0.6% | +$18.5K | 2.5% | 20 |
|
|
2017
Q1 | $3.21M | Buy |
98,865
+1,933
| +2% | +$62.7K | 2.54% | 15 |
|
|
2016
Q4 | $2.99M | Buy |
96,932
+3,549
| +4% | +$109K | 2.55% | 17 |
|
|
2016
Q3 | $3M | Sell |
93,383
-79
| -0.1% | -$2.54K | 2.79% | 13 |
|
|
2016
Q2 | $3.12M | Sell |
93,462
-1,386
| -1% | -$46.3K | 2.89% | 10 |
|
|
2016
Q1 | $2.67M | Buy |
94,848
+268
| +0.3% | +$7.54K | 2.41% | 21 |
|
|
2015
Q4 | $2.9M | Sell |
94,580
-2,861
| -3% | -$87.6K | 2.5% | 18 |
|
|
2015
Q3 | $2.9M | Buy |
97,441
+1,581
| +2% | +$47.1K | 2.38% | 15 |
|
|
2015
Q2 | $3.05M | Sell |
95,860
-340
| -0.4% | -$10.8K | 2.26% | 18 |
|
|
2015
Q1 | $3.18M | Buy |
96,200
+422
| +0.4% | +$13.9K | 2.38% | 15 |
|
|
2014
Q4 | $2.83M | Buy |
95,778
+1,149
| +1% | +$34K | 2.15% | 22 |
|
|
2014
Q3 | $2.66M | Sell |
94,629
-804
| -0.8% | -$22.6K | 2.04% | 26 |
|
|
2014
Q2 | $2.69M | Sell |
95,433
-35,887
| -27% | -$1.01M | 2.08% | 26 |
|
|
2014
Q1 | $4M | Buy |
131,320
+1,397
| +1% | +$42.6K | 3.29% | 3 |
|
|
2013
Q4 | $3.78M | Buy |
129,923
+1,193
| +0.9% | +$34.7K | 3.3% | 4 |
|
|
2013
Q3 | $3.51M | Sell |
128,730
-5,853
| -4% | -$159K | 2.99% | 5 |
|
|
2013
Q2 | $3.58M | Buy |
+134,583
| New | +$3.58M | 3.21% | 2 |
|