Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-200
Closed -$5.07K 120
2025
Q1
$5.07K Hold
200
﹤0.01% 108
2024
Q4
$5.31K Hold
200
﹤0.01% 110
2024
Q3
$5.79K Hold
200
﹤0.01% 110
2024
Q2
$5.6K Hold
200
﹤0.01% 109
2024
Q1
$5.55K Hold
200
﹤0.01% 115
2023
Q4
$5.76K Hold
200
﹤0.01% 112
2023
Q3
$6.63K Hold
200
﹤0.01% 107
2023
Q2
$7.34K Hold
200
﹤0.01% 110
2023
Q1
$8.16K Hold
200
﹤0.01% 115
2022
Q4
$10.2K Hold
200
0.01% 110
2022
Q3
$9K Hold
200
0.01% 109
2022
Q2
$10K Hold
200
0.01% 115
2022
Q1
$10K Hold
200
0.01% 114
2021
Q4
$12K Hold
200
0.01% 112
2021
Q3
$9K Buy
+200
New +$8.86K ﹤0.01% 120
2021
Q1
Sell
-200
Closed -$7K 103
2020
Q4
$7K Buy
+200
New +$7.34K 0.01% 108
2020
Q3
Sell
-211
Closed -$6.54K 91
2020
Q2
$6.54K Hold
211
0.01% 95
2020
Q1
$6.53K Sell
211
-105
-33% -$3.58K 0.01% 95
2019
Q4
$10.9K Buy
316
+105
+50% +$3.74K 0.01% 97
2019
Q3
$7.19K Hold
211
0.01% 101
2019
Q2
$8.66K Hold
211
0.01% 94
2019
Q1
$8.49K Hold
211
0.01% 95
2018
Q4
$8.73K Hold
211
0.01% 97
2018
Q3
$8.81K Sell
211
-105
-33% -$4.04K 0.01% 101
2018
Q2
$10.9K Hold
316
0.01% 100
2018
Q1
$10.6K Hold
316
0.01% 92
2017
Q4
$10.9K Hold
316
0.01% 94
2017
Q3
$10.7K Sell
316
-546
-63% -$17.5K 0.01% 97
2017
Q2
$27.5K Buy
+862
New +$27.2K 0.02% 92

Other funds holding PFE