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 |
|