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 |
|