GIM
Guardian Investment Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
13,752
+2,000
| +17% | +$48.5K | 0.34% | 49 |
|
|
2025
Q1 | $294K | Sell |
11,752
-4,790
| -29% | -$120K | 0.25% | 55 |
|
|
2024
Q4 | $436K | Sell |
16,542
-3,810
| -19% | -$101K | 0.31% | 53 |
|
|
2024
Q3 | $589K | Sell |
20,352
-2,250
| -10% | -$65.1K | 0.51% | 45 |
|
|
2024
Q2 | $632K | Sell |
22,602
-5,098
| -18% | -$143K | 0.45% | 47 |
|
|
2024
Q1 | $769K | Sell |
27,700
-24,700
| -47% | -$685K | 0.62% | 43 |
|
|
2023
Q4 | $1.51M | Sell |
52,400
-7,005
| -12% | -$202K | 1.27% | 24 |
|
|
2023
Q3 | $1.97M | Sell |
59,405
-1,500
| -2% | -$49.8K | 1.79% | 19 |
|
|
2023
Q2 | $2.23M | Sell |
60,905
-20,606
| -25% | -$756K | 1.9% | 19 |
|
|
2023
Q1 | $2.95M | Buy |
81,511
+18,481
| +29% | +$670K | 2.21% | 17 |
|
|
2022
Q4 | $3.23M | Hold |
63,030
| – | – | 3.05% | 8 |
|
|
2022
Q3 | $2.76M | Sell |
63,030
-11,400
| -15% | -$499K | 2.8% | 10 |
|
|
2022
Q2 | $3.95M | Buy |
74,430
+50
| +0.1% | +$2.65K | 3.44% | 6 |
|
|
2022
Q1 | $3.85M | Sell |
74,380
-2,050
| -3% | -$106K | 2.99% | 7 |
|
|
2021
Q4 | $4.51M | Buy |
76,430
+400
| +0.5% | +$23.6K | 3.14% | 7 |
|
|
2021
Q3 | $3.27M | Sell |
76,030
-5,635
| -7% | -$242K | 2.41% | 12 |
|
|
2021
Q2 | $3.2M | Buy |
81,665
+154
| +0.2% | +$6.03K | 2.19% | 18 |
|
|
2021
Q1 | $2.95M | Buy |
81,511
+6,500
| +9% | +$235K | 2.1% | 19 |
|
|
2020
Q4 | $2.76M | Buy |
75,011
+1,400
| +2% | +$51.5K | 2.09% | 19 |
|
|
2020
Q3 | $2.7M | Buy |
73,611
+500
| +0.7% | +$18.3K | 2.35% | 16 |
|
|
2020
Q2 | $2.39M | Buy |
73,111
+1,750
| +2% | +$57.2K | 2.17% | 16 |
|
|
2020
Q1 | $2.33M | Buy |
71,361
+8,550
| +14% | +$279K | 2.39% | 15 |
|
|
2019
Q4 | $2.46M | Buy |
62,811
+3,200
| +5% | +$125K | 1.96% | 20 |
|
|
2019
Q3 | $2.14M | Buy |
59,611
+256
| +0.4% | +$9.2K | 1.9% | 20 |
|
|
2019
Q2 | $2.57M | Buy |
59,355
+58
| +0.1% | +$2.51K | 2.24% | 14 |
|
|
2019
Q1 | $2.52M | Sell |
59,297
-5,100
| -8% | -$217K | 2.18% | 17 |
|
|
2018
Q4 | $2.81M | Sell |
64,397
-700
| -1% | -$30.5K | 2.6% | 15 |
|
|
2018
Q3 | $2.87M | Buy |
65,097
+1,765
| +3% | +$77.8K | 2.52% | 14 |
|
|
2018
Q2 | $2.3M | Buy |
63,332
+4,325
| +7% | +$157K | 2.2% | 16 |
|
|
2018
Q1 | $2.09M | Hold |
59,007
| – | – | 2.23% | 19 |
|
|
2017
Q4 | $2.14M | Buy |
59,007
+1,605
| +3% | +$58.1K | 2.26% | 18 |
|
|
2017
Q3 | $2.05M | Hold |
57,402
| – | – | 2.26% | 18 |
|
|
2017
Q2 | $1.93M | Sell |
57,402
-5,010
| -8% | -$168K | 2.13% | 19 |
|
|
2017
Q1 | $2.14M | Sell |
62,412
-1,990
| -3% | -$68.1K | 2.32% | 15 |
|
|
2016
Q4 | $2.09M | Buy |
64,402
+6,083
| +10% | +$198K | 2.41% | 15 |
|
|
2016
Q3 | $2.05M | Hold |
58,319
| – | – | 2.28% | 14 |
|
|
2016
Q2 | $2.05M | Sell |
58,319
-5,393
| -8% | -$190K | 2.28% | 14 |
|
|
2016
Q1 | $1.89M | Sell |
63,712
-1,445
| -2% | -$42.8K | 2.16% | 16 |
|
|
2015
Q4 | $2.1M | Sell |
65,157
-1,995
| -3% | -$64.4K | 2.26% | 15 |
|
|
2015
Q3 | $2.14M | Sell |
67,152
-848
| -1% | -$27K | 2.37% | 15 |
|
|
2015
Q2 | $2.29M | Hold |
68,000
| – | – | 2.56% | 13 |
|
|
2015
Q1 | $2.34M | Sell |
68,000
-2,000
| -3% | -$68.8K | 2.6% | 12 |
|
|
2014
Q4 | $2.18M | Hold |
70,000
| – | – | 2.3% | 13 |
|
|
2014
Q3 | $2.25M | Hold |
70,000
| – | – | 2.6% | 12 |
|
|
2014
Q2 | $2.08M | Hold |
70,000
| – | – | 2.27% | 14 |
|
|
2014
Q1 | $2.25M | Hold |
70,000
| – | – | 2.6% | 12 |
|
|
2013
Q4 | $2.15M | Buy |
70,000
+5,000
| +8% | +$153K | 2.38% | 12 |
|
|
2013
Q3 | $1.84M | Hold |
65,000
| – | – | 2.5% | 12 |
|
|
2013
Q2 | $1.83M | Buy |
+65,000
| New | +$1.83M | 2.63% | 12 |
|