Greatmark Investment Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
8,352
-500
| -6% | -$12.1K | 0.03% | 140 |
|
|
2025
Q1 | $224K | Buy |
8,852
+200
| +2% | +$5.07K | 0.03% | 128 |
|
|
2024
Q4 | $230K | Buy |
+8,652
| New | +$230K | 0.03% | 131 |
|
|
2023
Q4 | – | Sell |
-6,127
| Closed | -$203K | – | 131 |
|
|
2023
Q3 | $203K | Sell |
6,127
-800
| -12% | -$26.5K | 0.04% | 122 |
|
|
2023
Q2 | $254K | Buy |
6,927
+500
| +8% | +$18.3K | 0.04% | 117 |
|
|
2023
Q1 | $262K | Hold |
6,427
| – | – | 0.05% | 114 |
|
|
2022
Q4 | $329K | Hold |
6,427
| – | – | 0.06% | 99 |
|
|
2022
Q3 | $281K | Sell |
6,427
-1,475
| -19% | -$64.5K | 0.05% | 106 |
|
|
2022
Q2 | $414K | Buy |
7,902
+575
| +8% | +$30.1K | 0.08% | 95 |
|
|
2022
Q1 | $379K | Buy |
7,327
+1,400
| +24% | +$72.4K | 0.06% | 108 |
|
|
2021
Q4 | $350K | Sell |
5,927
-100
| -2% | -$5.91K | 0.06% | 109 |
|
|
2021
Q3 | $259K | Hold |
6,027
| – | – | 0.05% | 122 |
|
|
2021
Q2 | $236K | Sell |
6,027
-3,100
| -34% | -$121K | 0.04% | 125 |
|
|
2021
Q1 | $331K | Hold |
9,127
| – | – | 0.06% | 109 |
|
|
2020
Q4 | $336K | Buy |
9,127
+2,779
| +44% | +$102K | 0.07% | 106 |
|
|
2020
Q3 | $221K | Buy |
+6,348
| New | +$221K | 0.06% | 119 |
|
|
2020
Q1 | – | Sell |
-5,942
| Closed | -$221K | – | 133 |
|
|
2019
Q4 | $221K | Sell |
5,942
-1,054
| -15% | -$39.2K | 0.05% | 125 |
|
|
2019
Q3 | $239K | Hold |
6,996
| – | – | 0.07% | 115 |
|
|
2019
Q2 | $288K | Hold |
6,996
| – | – | 0.09% | 100 |
|
|
2019
Q1 | $282K | Hold |
6,996
| – | – | 0.09% | 102 |
|
|
2018
Q4 | $290K | Sell |
6,996
-1,476
| -17% | -$61.2K | 0.1% | 94 |
|
|
2018
Q3 | $354K | Buy |
8,472
+2,530
| +43% | +$106K | 0.11% | 89 |
|
|
2018
Q2 | $205K | Hold |
5,942
| – | – | 0.07% | 106 |
|
|
2018
Q1 | $200K | Hold |
5,942
| – | – | 0.07% | 108 |
|
|
2017
Q4 | $204K | Sell |
5,942
-1,155
| -16% | -$39.7K | 0.07% | 103 |
|
|
2017
Q3 | $240K | Sell |
7,097
-158
| -2% | -$5.34K | 0.09% | 95 |
|
|
2017
Q2 | $231K | Hold |
7,255
| – | – | 0.09% | 90 |
|
|
2017
Q1 | $235K | Hold |
7,255
| – | – | 0.1% | 89 |
|
|
2016
Q4 | $224K | Sell |
7,255
-527
| -7% | -$16.3K | 0.09% | 88 |
|
|
2016
Q3 | $250K | Sell |
7,782
-105
| -1% | -$3.37K | 0.11% | 80 |
|
|
2016
Q2 | $263K | Hold |
7,887
| – | – | 0.12% | 80 |
|
|
2016
Q1 | $222K | Hold |
7,887
| – | – | 0.1% | 80 |
|
|
2015
Q4 | $242K | Sell |
7,887
-92
| -1% | -$2.82K | 0.11% | 77 |
|
|
2015
Q3 | $238K | Sell |
7,979
-119
| -1% | -$3.55K | 0.11% | 73 |
|
|
2015
Q2 | $258K | Sell |
8,098
-316
| -4% | -$10.1K | 0.11% | 74 |
|
|
2015
Q1 | $278K | Sell |
8,414
-105
| -1% | -$3.47K | 0.12% | 78 |
|
|
2014
Q4 | $252K | Hold |
8,519
| – | – | 0.11% | 78 |
|
|
2014
Q3 | $239K | Hold |
8,519
| – | – | 0.11% | 79 |
|
|
2014
Q2 | $240K | Hold |
8,519
| – | – | 0.1% | 78 |
|
|
2014
Q1 | $260K | Hold |
8,519
| – | – | 0.12% | 73 |
|
|
2013
Q4 | $248K | Buy |
8,519
+1,054
| +14% | +$30.7K | 0.12% | 71 |
|
|
2013
Q3 | $203K | Buy |
+7,465
| New | +$203K | 0.11% | 81 |
|