Hartford Financial Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Hold |
6,529
| – | – | 0.04% | 136 |
|
|
2025
Q1 | $165K | Hold |
6,529
| – | – | 0.03% | 156 |
|
|
2024
Q4 | $173K | Buy |
6,529
+529
| +9% | +$14K | 0.04% | 158 |
|
|
2024
Q3 | $174K | Hold |
6,000
| – | – | 0.04% | 158 |
|
|
2024
Q2 | $168K | Buy |
6,000
+875
| +17% | +$24.5K | 0.04% | 161 |
|
|
2024
Q1 | $142K | Buy |
5,125
+2,000
| +64% | +$55.5K | 0.03% | 163 |
|
|
2023
Q4 | $90K | Sell |
3,125
-1,652
| -35% | -$47.6K | 0.02% | 189 |
|
|
2023
Q3 | $158K | Hold |
4,777
| – | – | 0.04% | 164 |
|
|
2023
Q2 | $175K | Buy |
4,777
+2,165
| +83% | +$79.4K | 0.04% | 162 |
|
|
2023
Q1 | $107K | Sell |
2,612
-48,177
| -95% | -$1.97M | 0.03% | 177 |
|
|
2022
Q4 | $2.6M | Sell |
50,789
-500
| -1% | -$25.6K | 0.69% | 53 |
|
|
2022
Q3 | $2.24M | Buy |
51,289
+95
| +0.2% | +$4.16K | 0.66% | 57 |
|
|
2022
Q2 | $2.68M | Hold |
51,194
| – | – | 0.74% | 48 |
|
|
2022
Q1 | $2.65M | Hold |
51,194
| – | – | 0.64% | 59 |
|
|
2021
Q4 | $3.02M | Sell |
51,194
-286
| -0.6% | -$16.9K | 0.7% | 58 |
|
|
2021
Q3 | $2.21M | Buy |
51,480
+146
| +0.3% | +$6.28K | 0.56% | 65 |
|
|
2021
Q2 | $2.01M | Hold |
51,334
| – | – | 0.5% | 75 |
|
|
2021
Q1 | $1.86M | Buy |
51,334
+157
| +0.3% | +$5.69K | 0.46% | 77 |
|
|
2020
Q4 | $1.88M | Sell |
51,177
-2,764
| -5% | -$102K | 0.5% | 72 |
|
|
2020
Q3 | $1.88M | Hold |
53,941
| – | – | 0.56% | 66 |
|
|
2020
Q2 | $1.67M | Sell |
53,941
-105
| -0.2% | -$3.26K | 0.53% | 68 |
|
|
2020
Q1 | $1.67M | Sell |
54,046
-422
| -0.8% | -$13.1K | 0.67% | 49 |
|
|
2019
Q4 | $2.03M | Sell |
54,468
-1,159
| -2% | -$43.1K | 0.63% | 57 |
|
|
2019
Q3 | $1.9M | Buy |
55,627
+949
| +2% | +$32.3K | 0.63% | 57 |
|
|
2019
Q2 | $2.25M | Hold |
54,678
| – | – | 0.75% | 43 |
|
|
2019
Q1 | $2.2M | Sell |
54,678
-422
| -0.8% | -$17K | 0.75% | 46 |
|
|
2018
Q4 | $2.28M | Sell |
55,100
-2,108
| -4% | -$87.3K | 0.87% | 37 |
|
|
2018
Q3 | $2.39M | Sell |
57,208
-2,108
| -4% | -$88.1K | 0.81% | 39 |
|
|
2018
Q2 | $2.04M | Buy |
59,316
+50,396
| +565% | +$1.73M | 0.73% | 45 |
|
|
2018
Q1 | $300K | Buy |
8,920
+527
| +6% | +$17.7K | 0.15% | 102 |
|
|
2017
Q4 | $288K | Buy |
8,393
+211
| +3% | +$7.24K | 0.14% | 108 |
|
|
2017
Q3 | $277K | Sell |
8,182
-817
| -9% | -$27.7K | 0.14% | 109 |
|
|
2017
Q2 | $286K | Buy |
8,999
+880
| +11% | +$28K | 0.13% | 111 |
|
|
2017
Q1 | $263K | Hold |
8,119
| – | – | 0.16% | 102 |
|
|
2016
Q4 | $250K | Buy |
8,119
+316
| +4% | +$9.73K | 0.15% | 105 |
|
|
2016
Q3 | $250K | Buy |
7,803
+192
| +3% | +$6.15K | 0.15% | 104 |
|
|
2016
Q2 | $254K | Buy |
7,611
+105
| +1% | +$3.5K | 0.15% | 98 |
|
|
2016
Q1 | $211K | Buy |
7,506
+181
| +2% | +$5.09K | 0.13% | 108 |
|
|
2015
Q4 | $224K | Buy |
7,325
+2,108
| +40% | +$64.5K | 0.14% | 100 |
|
|
2015
Q3 | $155K | Hold |
5,217
| – | – | 0.1% | 113 |
|
|
2015
Q2 | $165K | Buy |
+5,217
| New | +$165K | 0.1% | 118 |
|
|
2015
Q1 | – | Sell |
-5,217
| Closed | -$154K | – | 195 |
|
|
2014
Q4 | $154K | Hold |
5,217
| – | – | 0.09% | 114 |
|
|
2014
Q3 | $146K | Sell |
5,217
-229
| -4% | -$6.41K | 0.09% | 122 |
|
|
2014
Q2 | $153K | Sell |
5,446
-42
| -0.8% | -$1.18K | 0.09% | 115 |
|
|
2014
Q1 | $167K | Hold |
5,488
| – | – | 0.11% | 111 |
|
|
2013
Q4 | $159K | Hold |
5,488
| – | – | 0.1% | 113 |
|
|
2013
Q3 | $149K | Hold |
5,488
| – | – | 0.1% | 114 |
|
|
2013
Q2 | $146K | Buy |
+5,488
| New | +$146K | 0.1% | 115 |
|