KCM Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Sell |
119,646
-4,188
| -3% | -$102K | 0.1% | 132 |
|
|
2025
Q1 | $3.14M | Sell |
123,834
-9,987
| -7% | -$253K | 0.11% | 121 |
|
|
2024
Q4 | $3.55M | Buy |
133,821
+9,594
| +8% | +$255K | 0.12% | 117 |
|
|
2024
Q3 | $3.6M | Sell |
124,227
-11,876
| -9% | -$344K | 0.12% | 120 |
|
|
2024
Q2 | $3.81M | Sell |
136,103
-7,364
| -5% | -$206K | 0.14% | 108 |
|
|
2024
Q1 | $3.98M | Buy |
143,467
+3,431
| +2% | +$95.2K | 0.15% | 110 |
|
|
2023
Q4 | $4.03M | Sell |
140,036
-18,384
| -12% | -$529K | 0.16% | 111 |
|
|
2023
Q3 | $5.25M | Sell |
158,420
-13,428
| -8% | -$445K | 0.23% | 90 |
|
|
2023
Q2 | $6.3M | Sell |
171,848
-6,749
| -4% | -$248K | 0.25% | 83 |
|
|
2023
Q1 | $7.29M | Sell |
178,597
-7,441
| -4% | -$304K | 0.3% | 81 |
|
|
2022
Q4 | $9.53M | Sell |
186,038
-37,512
| -17% | -$1.92M | 0.41% | 60 |
|
|
2022
Q3 | $9.78M | Sell |
223,550
-8,763
| -4% | -$383K | 0.45% | 59 |
|
|
2022
Q2 | $12.2M | Sell |
232,313
-2,533
| -1% | -$133K | 0.53% | 54 |
|
|
2022
Q1 | $12.2M | Sell |
234,846
-38,842
| -14% | -$2.01M | 0.45% | 60 |
|
|
2021
Q4 | $16.2M | Buy |
273,688
+54,972
| +25% | +$3.25M | 0.56% | 53 |
|
|
2021
Q3 | $9.41M | Sell |
218,716
-3,547
| -2% | -$153K | 0.37% | 63 |
|
|
2021
Q2 | $8.7M | Buy |
222,263
+3,980
| +2% | +$156K | 0.35% | 67 |
|
|
2021
Q1 | $7.91M | Buy |
218,283
+6,968
| +3% | +$252K | 0.35% | 65 |
|
|
2020
Q4 | $7.78M | Buy |
211,315
+36,645
| +21% | +$1.35M | 0.38% | 66 |
|
|
2020
Q3 | $6.08M | Sell |
174,670
-27,705
| -14% | -$965K | 0.34% | 69 |
|
|
2020
Q2 | $6.28M | Buy |
202,375
+18,862
| +10% | +$585K | 0.35% | 66 |
|
|
2020
Q1 | $5.68M | Buy |
183,513
+24,848
| +16% | +$769K | 0.38% | 64 |
|
|
2019
Q4 | $5.9M | Sell |
158,665
-5,573
| -3% | -$207K | 0.32% | 82 |
|
|
2019
Q3 | $5.6M | Sell |
164,238
-5,267
| -3% | -$180K | 0.33% | 80 |
|
|
2019
Q2 | $6.97M | Buy |
169,505
+7,329
| +5% | +$301K | 0.42% | 71 |
|
|
2019
Q1 | $6.54M | Sell |
162,176
-3,924
| -2% | -$158K | 0.42% | 66 |
|
|
2018
Q4 | $6.88M | Buy |
166,100
+1,290
| +0.8% | +$53.4K | 0.45% | 59 |
|
|
2018
Q3 | $6.89M | Sell |
164,810
-3,462
| -2% | -$145K | 0.39% | 68 |
|
|
2018
Q2 | $5.79M | Sell |
168,272
-83,004
| -33% | -$2.86M | 0.36% | 72 |
|
|
2018
Q1 | $8.46M | Sell |
251,276
-25,225
| -9% | -$849K | 0.51% | 50 |
|
|
2017
Q4 | $9.5M | Sell |
276,501
-3,830
| -1% | -$132K | 0.56% | 47 |
|
|
2017
Q3 | $9.5M | Sell |
280,331
-6,898
| -2% | -$234K | 0.58% | 47 |
|
|
2017
Q2 | $9.15M | Sell |
287,229
-9,544
| -3% | -$304K | 0.57% | 47 |
|
|
2017
Q1 | $9.63M | Sell |
296,773
-4,375
| -1% | -$142K | 0.62% | 41 |
|
|
2016
Q4 | $9.28M | Sell |
301,148
-592
| -0.2% | -$18.2K | 0.62% | 39 |
|
|
2016
Q3 | $9.7M | Buy |
301,740
+23,224
| +8% | +$746K | 0.66% | 37 |
|
|
2016
Q2 | $9.3M | Sell |
278,516
-4,789
| -2% | -$160K | 0.65% | 40 |
|
|
2016
Q1 | $7.97M | Buy |
283,305
+17,708
| +7% | +$498K | 0.59% | 48 |
|
|
2015
Q4 | $8.13M | Sell |
265,597
-1,548
| -0.6% | -$47.4K | 0.64% | 42 |
|
|
2015
Q3 | $7.96M | Buy |
267,145
+5,028
| +2% | +$150K | 0.66% | 39 |
|
|
2015
Q2 | $8.34M | Sell |
262,117
-3,705
| -1% | -$118K | 0.66% | 33 |
|
|
2015
Q1 | $8.77M | Buy |
265,822
+1,062
| +0.4% | +$35.1K | 0.7% | 31 |
|
|
2014
Q4 | $7.83M | Sell |
264,760
-6,145
| -2% | -$182K | 0.66% | 37 |
|
|
2014
Q3 | $7.6M | Sell |
270,905
-2,801
| -1% | -$78.6K | 0.7% | 32 |
|
|
2014
Q2 | $7.71M | Buy |
273,706
+20,079
| +8% | +$565K | 0.72% | 28 |
|
|
2014
Q1 | $7.73M | Buy |
253,627
+9,449
| +4% | +$288K | 0.8% | 25 |
|
|
2013
Q4 | $7.1M | Sell |
244,178
-1,087
| -0.4% | -$31.6K | 0.77% | 24 |
|
|
2013
Q3 | $6.68M | Sell |
245,265
-24,704
| -9% | -$673K | 0.8% | 22 |
|
|
2013
Q2 | $7.17M | Buy |
+269,969
| New | +$7.17M | 0.87% | 21 |
|