Ironwood Investment 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 | $1.25M | Hold |
51,390
| – | – | 0.61% | 57 |
|
|
2025
Q1 | $1.3M | Buy |
51,390
+12,500
| +32% | +$317K | 0.71% | 46 |
|
|
2024
Q4 | $1.03M | Hold |
38,890
| – | – | 0.51% | 68 |
|
|
2024
Q3 | $1.13M | Buy |
38,890
+4,120
| +12% | +$119K | 0.55% | 61 |
|
|
2024
Q2 | $973K | Sell |
34,770
-20,000
| -37% | -$560K | 0.52% | 62 |
|
|
2024
Q1 | $1.52M | Buy |
54,770
+24,155
| +79% | +$670K | 0.74% | 40 |
|
|
2023
Q4 | $881K | Sell |
30,615
-700
| -2% | -$20.2K | 0.46% | 64 |
|
|
2023
Q3 | $1.04M | Buy |
31,315
+1,200
| +4% | +$39.8K | 0.63% | 51 |
|
|
2023
Q2 | $1.1M | Buy |
30,115
+4,970
| +20% | +$182K | 0.64% | 49 |
|
|
2023
Q1 | $1.03M | Buy |
25,145
+4,100
| +19% | +$167K | 0.64% | 54 |
|
|
2022
Q4 | $1.08M | Sell |
21,045
-700
| -3% | -$35.9K | 0.71% | 48 |
|
|
2022
Q3 | $952K | Sell |
21,745
-2,900
| -12% | -$127K | 0.67% | 55 |
|
|
2022
Q2 | $1.29M | Sell |
24,645
-6,000
| -20% | -$315K | 0.86% | 35 |
|
|
2022
Q1 | $1.59M | Hold |
30,645
| – | – | 0.86% | 35 |
|
|
2021
Q4 | $1.81M | Sell |
30,645
-1,200
| -4% | -$70.9K | 0.9% | 32 |
|
|
2021
Q3 | $1.37M | Sell |
31,845
-800
| -2% | -$34.4K | 0.71% | 42 |
|
|
2021
Q2 | $1.28M | Buy |
32,645
+500
| +2% | +$19.6K | 0.65% | 51 |
|
|
2021
Q1 | $1.17M | Buy |
32,145
+14,800
| +85% | +$536K | 0.62% | 54 |
|
|
2020
Q4 | $638K | Buy |
17,345
+2,225
| +15% | +$81.8K | 0.37% | 91 |
|
|
2020
Q3 | $526K | Hold |
15,120
| – | – | 0.38% | 96 |
|
|
2020
Q2 | $469K | Sell |
15,120
-693
| -4% | -$21.5K | 0.37% | 104 |
|
|
2020
Q1 | $490K | Hold |
15,813
| – | – | 0.49% | 77 |
|
|
2019
Q4 | $588K | Sell |
15,813
-62
| -0.4% | -$2.31K | 0.41% | 91 |
|
|
2019
Q3 | $541K | Hold |
15,875
| – | – | 0.41% | 91 |
|
|
2019
Q2 | $652K | Hold |
15,875
| – | – | 0.51% | 74 |
|
|
2019
Q1 | $640K | Sell |
15,875
-633
| -4% | -$25.5K | 0.52% | 69 |
|
|
2018
Q4 | $684K | Buy |
16,508
+121
| +0.7% | +$5.01K | 0.63% | 50 |
|
|
2018
Q3 | $685K | Hold |
16,387
| – | – | 0.48% | 81 |
|
|
2018
Q2 | $564K | Hold |
16,387
| – | – | 0.4% | 97 |
|
|
2018
Q1 | $552K | Hold |
16,387
| – | – | 0.4% | 97 |
|
|
2017
Q4 | $563K | Sell |
16,387
-158
| -1% | -$5.43K | 0.4% | 92 |
|
|
2017
Q3 | $560K | Hold |
16,545
| – | – | 0.39% | 99 |
|
|
2017
Q2 | $527K | Buy |
16,545
+228
| +1% | +$7.26K | 0.38% | 97 |
|
|
2017
Q1 | $530K | Hold |
16,317
| – | – | 0.4% | 97 |
|
|
2016
Q4 | $503K | Hold |
16,317
| – | – | 0.37% | 104 |
|
|
2016
Q3 | $524K | Sell |
16,317
-184
| -1% | -$5.91K | 0.4% | 97 |
|
|
2016
Q2 | $551K | Sell |
16,501
-69
| -0.4% | -$2.3K | 0.41% | 99 |
|
|
2016
Q1 | $466K | Hold |
16,570
| – | – | 0.31% | 113 |
|
|
2015
Q4 | $507K | Sell |
16,570
-105
| -0.6% | -$3.21K | 0.21% | 113 |
|
|
2015
Q3 | $497K | Sell |
16,675
-317
| -2% | -$9.45K | 0.18% | 117 |
|
|
2015
Q2 | $541K | Buy |
16,992
+2,952
| +21% | +$94K | 0.12% | 120 |
|
|
2015
Q1 | $463K | Sell |
14,040
-102
| -0.7% | -$3.36K | 0.09% | 128 |
|
|
2014
Q4 | $418K | Hold |
14,142
| – | – | 0.08% | 135 |
|
|
2014
Q3 | $397K | Sell |
14,142
-100
| -0.7% | -$2.81K | 0.07% | 133 |
|
|
2014
Q2 | $401K | Sell |
14,242
-68
| -0.5% | -$1.92K | 0.06% | 141 |
|
|
2014
Q1 | $436K | Buy |
14,310
+4,247
| +42% | +$129K | 0.06% | 129 |
|
|
2013
Q4 | $292K | Hold |
10,063
| – | – | 0.04% | 146 |
|
|
2013
Q3 | $274K | Hold |
10,063
| – | – | 0.04% | 143 |
|
|
2013
Q2 | $267K | Buy |
+10,063
| New | +$267K | 0.05% | 146 |
|