IMS Capital 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
$1.91M Buy
78,922
+1,569
+2% +$38K 0.89% 34
2025
Q1
$1.96M Sell
77,353
-26,438
-25% -$670K 0.99% 34
2024
Q4
$2.75M Sell
103,791
-599
-0.6% -$15.9K 1.28% 19
2024
Q3
$3.02M Sell
104,390
-548
-0.5% -$15.9K 1.36% 15
2024
Q2
$3.03M Buy
104,938
+2,029
+2% +$58.6K 1.41% 14
2024
Q1
$2.86M Buy
102,909
+3,325
+3% +$92.3K 1.33% 15
2023
Q4
$2.87M Buy
99,584
+17,564
+21% +$506K 1.41% 16
2023
Q3
$2.72M Buy
82,020
+750
+0.9% +$24.9K 1.62% 15
2023
Q2
$2.98M Buy
81,270
+14,684
+22% +$539K 1.65% 10
2023
Q1
$2.72M Buy
66,586
+487
+0.7% +$19.9K 1.61% 13
2022
Q4
$3.39M Buy
66,099
+155
+0.2% +$7.94K 2.16% 7
2022
Q3
$2.89M Buy
65,944
+810
+1% +$35.4K 1.99% 8
2022
Q2
$3.42M Buy
65,134
+53,321
+451% +$2.8M 2.21% 7
2022
Q1
$612K Buy
11,813
+785
+7% +$40.7K 0.32% 78
2021
Q4
$651K Buy
11,028
+1,204
+12% +$71.1K 0.33% 70
2021
Q3
$423K Buy
9,824
+855
+10% +$36.8K 0.24% 83
2021
Q2
$351K Sell
8,969
-29
-0.3% -$1.14K 0.21% 92
2021
Q1
$326K Sell
8,998
-4,933
-35% -$179K 0.21% 91
2020
Q4
$513K Sell
13,931
-7,320
-34% -$270K 0.32% 70
2020
Q3
$740K Sell
21,251
-6,838
-24% -$238K 0.53% 54
2020
Q2
$871K Buy
28,089
+1,959
+7% +$60.7K 0.67% 39
2020
Q1
$809K Buy
26,130
+18,650
+249% +$577K 0.82% 35
2019
Q4
$278K Buy
7,480
+4
+0.1% +$149 0.19% 116
2019
Q3
$255K Buy
7,476
+790
+12% +$26.9K 0.19% 120
2019
Q2
$275K Sell
6,686
-1,620
-20% -$66.6K 0.2% 104
2019
Q1
$335K Buy
8,306
+1,806
+28% +$72.8K 0.27% 85
2018
Q4
$269K Sell
6,500
-2,757
-30% -$114K 0.25% 93
2018
Q3
$387K Buy
9,257
+3,246
+54% +$136K 0.26% 79
2018
Q2
$207K Sell
6,011
-1,562
-21% -$53.8K 0.13% 133
2018
Q1
$260K Hold
7,573
0.16% 118
2017
Q4
$260K Buy
7,573
+878
+13% +$30.1K 0.16% 118
2017
Q3
$227K Buy
6,695
+2
+0% +$68 0.15% 126
2017
Q2
$213K Buy
+6,693
New +$213K 0.2% 131
2016
Q3
Sell
-6,847
Closed -$229K 130
2016
Q2
$229K Buy
+6,847
New +$229K 0.27% 103
2015
Q2
Sell
-6,559
Closed -$216K 153
2015
Q1
$216K Buy
+6,559
New +$216K 0.24% 130