Intellectus Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.36M | Buy |
48,605
+31
| +0.1% | +$825 | 0.28% | 91 |
|
|
2025
Q4 | $1.21M | Sell |
48,574
-2,468
| -5% | -$62.2K | 0.23% | 113 |
|
|
2025
Q3 | $1.3M | Sell |
51,042
-5,570
| -10% | -$137K | 0.25% | 107 |
|
|
2025
Q2 | $1.37M | Sell |
56,612
-32,016
| -36% | -$747K | 0.3% | 96 |
|
|
2025
Q1 | $2.25M | Sell |
88,628
-11,016
| -11% | -$288K | 0.55% | 49 |
|
|
2024
Q4 | $2.64M | Buy |
99,644
+10,893
| +12% | +$295K | 0.59% | 40 |
|
|
2024
Q3 | $2.57M | Sell |
88,751
-4,101
| -4% | -$120K | 0.66% | 36 |
|
|
2024
Q2 | $2.6M | Buy |
92,852
+2,658
| +3% | +$73.2K | 0.71% | 33 |
|
|
2024
Q1 | $2.5M | Buy |
90,194
+6,759
| +8% | +$188K | 0.66% | 37 |
|
|
2023
Q4 | $2.4M | Buy |
83,435
+8,352
| +11% | +$252K | 0.69% | 36 |
|
|
2023
Q3 | $2.49M | Sell |
75,083
-7,643
| -9% | -$270K | 0.79% | 30 |
|
|
2023
Q2 | $3.03M | Buy |
82,726
+2,644
| +3% | +$103K | 0.91% | 23 |
|
|
2023
Q1 | $3.27M | Buy |
80,082
+3,353
| +4% | +$145K | 1.03% | 17 |
|
|
2022
Q4 | $3.93M | Buy |
76,729
+526
| +0.7% | +$25.2K | 1.37% | 10 |
|
|
2022
Q3 | $3.33M | Buy |
76,203
+68
| +0.1% | +$3.3K | 1.19% | 12 |
|
|
2022
Q2 | $3.99M | Sell |
76,135
-1,240
| -2% | -$63.2K | 1.37% | 11 |
|
|
2022
Q1 | $4.01M | Sell |
77,375
-8,087
| -9% | -$420K | 1.2% | 15 |
|
|
2021
Q4 | $5.05M | Sell |
85,462
-3,389
| -4% | -$168K | 1.29% | 14 |
|
|
2021
Q3 | $3.82M | Buy |
88,851
+21,348
| +32% | +$946K | 0.93% | 20 |
|
|
2021
Q2 | $2.64M | Buy |
67,503
+849
| +1% | +$33K | 0.6% | 42 |
|
|
2021
Q1 | $2.42M | Buy |
66,654
+9,603
| +17% | +$341K | 0.66% | 35 |
|
|
2020
Q4 | $2.1M | Buy |
57,051
+8,813
| +18% | +$323K | 0.63% | 39 |
|
|
2020
Q3 | $1.68M | Buy |
48,238
+20,021
| +71% | +$702K | 0.63% | 41 |
|
|
2020
Q2 | $875K | Sell |
28,217
-242
| -0.9% | -$8.22K | 0.34% | 88 |
|
|
2020
Q1 | $881K | Sell |
28,459
-1,370
| -5% | -$46.7K | 0.42% | 68 |
|
|
2019
Q4 | $1.11M | Sell |
29,829
-1,265
| -4% | -$45.1K | 0.45% | 61 |
|
|
2019
Q3 | $1.06M | Buy |
31,094
+39
| +0.1% | +$1.42K | 0.47% | 56 |
|
|
2019
Q2 | $1.28M | Buy |
31,055
+447
| +1% | +$17.8K | 0.55% | 45 |
|
|
2019
Q1 | $1.23M | Sell |
30,608
-1,483
| -5% | -$59.4K | 0.53% | 44 |
|
|
2018
Q4 | $1.33M | Sell |
32,091
-11,570
| -26% | -$480K | 0.91% | 28 |
|
|
2018
Q3 | $1.83M | Buy |
43,661
+1,095
| +3% | +$42.2K | 0.65% | 32 |
|
|
2018
Q2 | $1.47M | Sell |
42,566
-1,449
| -3% | -$49.5K | 0.54% | 43 |
|
|
2018
Q1 | $1.48M | Buy |
44,015
+2,249
| +5% | +$77.3K | 0.51% | 45 |
|
|
2017
Q4 | $1.44M | Sell |
41,766
-166
| -0.4% | -$5.66K | 0.54% | 43 |
|
|
2017
Q3 | $1.42M | Buy |
41,932
+584
| +1% | +$18.8K | 0.59% | 34 |
|
|
2017
Q2 | $1.32M | Buy |
41,348
+1,793
| +5% | +$56.5K | 0.59% | 39 |
|
|
2017
Q1 | $1.28M | Sell |
39,555
-2,515
| -6% | -$79.3K | 0.65% | 37 |
|
|
2016
Q4 | $1.3M | Buy |
+42,070
| New | +$1.28M | 0.67% | 35 |
|
Other funds holding PFE
VCM
VPM
