Hamel Associates’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Hold
10,335
0.08% 71
2025
Q1
$262K Sell
10,335
-102,890
-91% -$2.61M 0.09% 68
2024
Q4
$3M Sell
113,225
-16,793
-13% -$446K 0.97% 37
2024
Q3
$3.76M Buy
130,018
+4,410
+4% +$128K 1.15% 34
2024
Q2
$3.51M Buy
125,608
+19,488
+18% +$545K 1.11% 34
2024
Q1
$2.94M Buy
+106,120
New +$2.94M 0.94% 35
2021
Q2
Sell
-13,525
Closed -$490K 74
2021
Q1
$490K Sell
13,525
-27,750
-67% -$1.01M 0.19% 57
2020
Q4
$1.52M Sell
41,275
-2,956
-7% -$109K 0.62% 43
2020
Q3
$1.54M Sell
44,231
-5,323
-11% -$185K 0.68% 41
2020
Q2
$1.54M Hold
49,554
0.74% 37
2020
Q1
$1.54M Buy
49,554
+14,203
+40% +$440K 0.81% 37
2019
Q4
$1.31M Buy
35,351
+1,713
+5% +$63.7K 0.54% 49
2019
Q3
$1.15M Buy
33,638
+8,716
+35% +$297K 0.49% 49
2019
Q2
$1.02M Sell
24,922
-790
-3% -$32.5K 0.45% 51
2019
Q1
$1.04M Sell
25,712
-3,689
-13% -$149K 0.47% 53
2018
Q4
$1.22M Hold
29,401
0.61% 47
2018
Q3
$1.23M Hold
29,401
0.53% 55
2018
Q2
$1.01M Hold
29,401
0.47% 59
2018
Q1
$990 Sell
29,401
-8,590
-23% -$289 0.07% 55
2017
Q4
$1.31M Hold
37,991
0.62% 42
2017
Q3
$1.29M Hold
37,991
0.63% 43
2017
Q2
$1.21M Sell
37,991
-1,371
-3% -$43.7K 0.61% 42
2017
Q1
$1.28M Sell
39,362
-2,081
-5% -$67.6K 0.65% 43
2016
Q4
$1.28M Hold
41,443
0.66% 44
2016
Q3
$1.33M Hold
41,443
0.7% 43
2016
Q2
$1.38M Hold
41,443
0.72% 45
2016
Q1
$1.17M Buy
41,443
+2,340
+6% +$65.8K 0.62% 48
2015
Q4
$1.2M Buy
39,103
+75
+0.2% +$2.3K 0.76% 41
2015
Q3
$1.16M Sell
39,028
-1,949
-5% -$58.1K 0.83% 40
2015
Q2
$1.3M Hold
40,977
0.86% 44
2015
Q1
$1.35M Sell
40,977
-106
-0.3% -$3.5K 0.89% 41
2014
Q4
$1.21M Buy
41,083
+106
+0.3% +$3.13K 0.79% 47
2014
Q3
$1.15M Sell
40,977
-3,373
-8% -$94.7K 0.77% 47
2014
Q2
$1.25M Buy
44,350
+2,240
+5% +$63.1K 0.82% 43
2014
Q1
$1.28M Sell
42,110
-3,742
-8% -$114K 0.89% 42
2013
Q4
$1.33M Buy
+45,852
New +$1.33M 0.93% 40