Kimelman & Baird’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
46,366
-325
| -0.7% | -$7.88K | 0.09% | 67 |
|
|
2025
Q1 | $1.18M | Hold |
46,691
| – | – | 0.1% | 65 |
|
|
2024
Q4 | $1.24M | Sell |
46,691
-250
| -0.5% | -$6.63K | 0.1% | 63 |
|
|
2024
Q3 | $1.36M | Hold |
46,941
| – | – | 0.11% | 62 |
|
|
2024
Q2 | $1.31M | Buy |
+46,941
| New | +$1.31M | 0.11% | 59 |
|
|
2017
Q2 | – | Sell |
-6,253
| Closed | -$203K | – | 122 |
|
|
2017
Q1 | $203K | Buy |
+6,253
| New | +$203K | 0.03% | 116 |
|
|
2016
Q4 | – | Sell |
-6,253
| Closed | -$201K | – | 122 |
|
|
2016
Q3 | $201K | Sell |
6,253
-211
| -3% | -$6.78K | 0.04% | 101 |
|
|
2016
Q2 | $216K | Buy |
+6,464
| New | +$216K | 0.04% | 93 |
|
|
2016
Q1 | – | Sell |
-7,113
| Closed | -$218K | – | 113 |
|
|
2015
Q4 | $218K | Buy |
+7,113
| New | +$218K | 0.04% | 100 |
|
|
2015
Q2 | $300K | Sell |
9,415
-2,211
| -19% | -$70.5K | 0.05% | 96 |
|
|
2015
Q1 | $384K | Hold |
11,626
| – | – | 0.07% | 88 |
|
|
2014
Q4 | $344K | Buy |
11,626
+454
| +4% | +$13.4K | 0.06% | 93 |
|
|
2014
Q3 | $313K | Sell |
11,172
-1,240
| -10% | -$34.7K | 0.06% | 95 |
|
|
2014
Q2 | $350K | Sell |
12,412
-795
| -6% | -$22.4K | 0.06% | 93 |
|
|
2014
Q1 | $402K | Hold |
13,207
| – | – | 0.08% | 82 |
|
|
2013
Q4 | $384K | Hold |
13,207
| – | – | 0.07% | 84 |
|
|
2013
Q3 | $360K | Hold |
13,207
| – | – | 0.07% | 86 |
|
|
2013
Q2 | $351K | Buy |
+13,207
| New | +$351K | 0.07% | 85 |
|