Institutional & Family Asset Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $474K | Buy |
16,954
+2,324
| +16% | +$65K | 0.07% | 116 |
|
|
2024
Q1 | $406K | Sell |
14,630
-112
| -0.8% | -$3.11K | 0.06% | 118 |
|
|
2023
Q4 | $424K | Sell |
14,742
-80
| -0.5% | -$2.3K | 0.07% | 119 |
|
|
2023
Q3 | $492K | Sell |
14,822
-604
| -4% | -$20K | 0.08% | 111 |
|
|
2023
Q2 | $566K | Sell |
15,426
-648
| -4% | -$23.8K | 0.09% | 110 |
|
|
2023
Q1 | $656K | Buy |
16,074
+472
| +3% | +$19.3K | 0.11% | 110 |
|
|
2022
Q4 | $799K | Buy |
15,602
+76
| +0.5% | +$3.89K | 0.13% | 98 |
|
|
2022
Q3 | $679K | Buy |
15,526
+1
| +0% | +$44 | 0.12% | 100 |
|
|
2022
Q2 | $814K | Buy |
15,525
+202
| +1% | +$10.6K | 0.14% | 92 |
|
|
2022
Q1 | $793K | Buy |
15,323
+1
| +0% | +$52 | 0.12% | 104 |
|
|
2021
Q4 | $905K | Sell |
15,322
-1,151
| -7% | -$68K | 0.14% | 100 |
|
|
2021
Q3 | $709K | Buy |
16,473
+712
| +5% | +$30.6K | 0.11% | 108 |
|
|
2021
Q2 | $617K | Sell |
15,761
-2,917
| -16% | -$114K | 0.1% | 113 |
|
|
2021
Q1 | $677K | Sell |
18,678
-3,123
| -14% | -$113K | 0.13% | 107 |
|
|
2020
Q4 | $802K | Sell |
21,801
-1,135
| -5% | -$41.8K | 0.17% | 96 |
|
|
2020
Q3 | $799K | Sell |
22,936
-1,388
| -6% | -$48.4K | 0.19% | 92 |
|
|
2020
Q2 | $755K | Buy |
24,324
+4,003
| +20% | +$124K | 0.16% | 96 |
|
|
2020
Q1 | $629K | Sell |
20,321
-54
| -0.3% | -$1.67K | 0.14% | 93 |
|
|
2019
Q4 | $757K | Buy |
20,375
+9
| +0% | +$334 | 0.16% | 100 |
|
|
2019
Q3 | $694K | Sell |
20,366
-1,121
| -5% | -$38.2K | 0.15% | 97 |
|
|
2019
Q2 | $883K | Buy |
21,487
+298
| +1% | +$12.2K | 0.19% | 90 |
|
|
2019
Q1 | $854K | Sell |
21,189
-1,186
| -5% | -$47.8K | 0.18% | 91 |
|
|
2018
Q4 | $927K | Sell |
22,375
-85
| -0.4% | -$3.52K | 0.21% | 85 |
|
|
2018
Q3 | $939K | Sell |
22,460
-369
| -2% | -$15.4K | 0.19% | 89 |
|
|
2018
Q2 | $786K | Sell |
22,829
-169
| -0.7% | -$5.82K | 0.16% | 94 |
|
|
2018
Q1 | $774K | Buy |
22,998
+3,061
| +15% | +$103K | 0.16% | 92 |
|
|
2017
Q4 | $685K | Buy |
19,937
+1,081
| +6% | +$37.1K | 0.13% | 96 |
|
|
2017
Q3 | $639K | Buy |
18,856
+3,614
| +24% | +$122K | 0.13% | 107 |
|
|
2017
Q2 | $486K | Buy |
15,242
+344
| +2% | +$11K | 0.12% | 94 |
|
|
2017
Q1 | $484K | Sell |
14,898
-39
| -0.3% | -$1.27K | 0.15% | 94 |
|
|
2016
Q4 | $460K | Buy |
14,937
+8
| +0.1% | +$246 | 0.15% | 97 |
|
|
2016
Q3 | $480K | Hold |
14,929
| – | – | 0.16% | 91 |
|
|
2016
Q2 | $499K | Sell |
14,929
-152
| -1% | -$5.08K | 0.17% | 91 |
|
|
2016
Q1 | $462K | Hold |
15,081
| – | – | 0.17% | 91 |
|
|
2015
Q4 | $462K | Buy |
+15,081
| New | +$462K | 0.17% | 91 |
|