Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$897K Hold
31,962
0.13% 85
2025
Q4
$796K Hold
31,962
0.12% 92
2025
Q3
$814K Hold
31,962
0.13% 86
2025
Q2
$775K Hold
31,962
0.13% 89
2025
Q1
$810K Hold
31,962
0.14% 81
2024
Q4
$848K Hold
31,962
0.13% 81
2024
Q3
$925K Hold
31,962
0.15% 75
2024
Q2
$894K Hold
31,962
0.16% 70
2024
Q1
$887K Hold
31,962
0.16% 75
2023
Q4
$920K Buy
31,962
+13,000
+69% +$393K 0.18% 70
2023
Q3
$629K Hold
18,962
0.13% 84
2023
Q2
$696K Hold
18,962
0.15% 70
2023
Q1
$774K Hold
18,962
0.18% 60
2022
Q4
$972K Hold
18,962
0.24% 50
2022
Q3
$830K Hold
18,962
0.22% 56
2022
Q2
$994K Hold
18,962
0.24% 52
2022
Q1
$982K Hold
18,962
0.2% 57
2021
Q4
$1.12M Hold
18,962
0.21% 55
2021
Q3
$816K Hold
18,962
0.16% 70
2021
Q2
$743K Hold
18,962
0.15% 76
2021
Q1
$687K Hold
18,962
0.15% 77
2020
Q4
$698K Sell
18,962
-1,024
-5% -$37.6K 0.16% 71
2020
Q3
$696K Hold
19,986
0.16% 62
2020
Q2
$620K Hold
19,986
0.16% 61
2020
Q1
$619K Hold
19,986
0.19% 54
2019
Q4
$743K Hold
19,986
0.2% 64
2019
Q3
$681K Hold
19,986
0.19% 64
2019
Q2
$821K Hold
19,986
0.25% 58
2019
Q1
$805K Hold
19,986
0.26% 56
2018
Q4
$828K Hold
19,986
0.32% 47
2018
Q3
$836K Hold
19,986
0.26% 58
2018
Q2
$688K Hold
19,986
0.22% 71
2018
Q1
$673K Hold
19,986
0.23% 69
2017
Q4
$687K Hold
19,986
0.23% 66
2017
Q3
$677K Hold
19,986
0.25% 65
2017
Q2
$637K Hold
19,986
0.25% 61
2017
Q1
$649K Hold
19,986
0.28% 59
2016
Q4
$616K Buy
+19,986
New +$610K 0.3% 57

Other funds holding PFE