Klingman & Associates’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Buy |
20,662
+395
| +2% | +$9.58K | 0.03% | 175 |
|
|
2025
Q1 | $514K | Buy |
+20,267
| New | +$514K | 0.03% | 155 |
|
|
2024
Q2 | – | Sell |
-8,379
| Closed | -$233K | – | 252 |
|
|
2024
Q1 | $233K | Sell |
8,379
-3,717
| -31% | -$103K | 0.02% | 219 |
|
|
2023
Q4 | $348K | Sell |
12,096
-381
| -3% | -$11K | 0.03% | 170 |
|
|
2023
Q3 | $414K | Sell |
12,477
-322
| -3% | -$10.7K | 0.03% | 145 |
|
|
2023
Q2 | $469K | Sell |
12,799
-227
| -2% | -$8.33K | 0.04% | 132 |
|
|
2023
Q1 | $531K | Sell |
13,026
-237
| -2% | -$9.67K | 0.05% | 113 |
|
|
2022
Q4 | $680K | Buy |
13,263
+720
| +6% | +$36.9K | 0.06% | 97 |
|
|
2022
Q3 | $549K | Sell |
12,543
-335
| -3% | -$14.7K | 0.05% | 100 |
|
|
2022
Q2 | $675K | Sell |
12,878
-463
| -3% | -$24.3K | 0.07% | 88 |
|
|
2022
Q1 | $690K | Buy |
13,341
+4,599
| +53% | +$238K | 0.06% | 95 |
|
|
2021
Q4 | $516K | Sell |
8,742
-48
| -0.5% | -$2.83K | 0.04% | 101 |
|
|
2021
Q3 | $378K | Sell |
8,790
-1,139
| -11% | -$49K | 0.04% | 119 |
|
|
2021
Q2 | $389K | Sell |
9,929
-14,913
| -60% | -$584K | 0.04% | 113 |
|
|
2021
Q1 | $900K | Buy |
24,842
+795
| +3% | +$28.8K | 0.09% | 66 |
|
|
2020
Q4 | $885K | Buy |
24,047
+9,438
| +65% | +$347K | 0.1% | 61 |
|
|
2020
Q3 | $509K | Buy |
14,609
+1,906
| +15% | +$66.4K | 0.07% | 81 |
|
|
2020
Q2 | $394K | Sell |
12,703
-400
| -3% | -$12.4K | 0.06% | 85 |
|
|
2020
Q1 | $406K | Sell |
13,103
-272
| -2% | -$8.43K | 0.08% | 79 |
|
|
2019
Q4 | $497K | Buy |
13,375
+428
| +3% | +$15.9K | 0.08% | 73 |
|
|
2019
Q3 | $441K | Sell |
12,947
-84
| -0.6% | -$2.86K | 0.08% | 74 |
|
|
2019
Q2 | $536K | Buy |
13,031
+242
| +2% | +$9.95K | 0.1% | 68 |
|
|
2019
Q1 | $515K | Hold |
12,789
| – | – | 0.1% | 69 |
|
|
2018
Q4 | $530K | Sell |
12,789
-2,957
| -19% | -$123K | 0.12% | 62 |
|
|
2018
Q3 | $658K | Buy |
15,746
+1,384
| +10% | +$57.8K | 0.13% | 59 |
|
|
2018
Q2 | $494K | Sell |
14,362
-645
| -4% | -$22.2K | 0.11% | 64 |
|
|
2018
Q1 | $505K | Buy |
15,007
+327
| +2% | +$11K | 0.11% | 62 |
|
|
2017
Q4 | $504K | Sell |
14,680
-124
| -0.8% | -$4.26K | 0.11% | 68 |
|
|
2017
Q3 | $501K | Sell |
14,804
-424
| -3% | -$14.3K | 0.12% | 58 |
|
|
2017
Q2 | $485K | Sell |
15,228
-4,977
| -25% | -$159K | 0.13% | 57 |
|
|
2017
Q1 | $656K | Sell |
20,205
-95
| -0.5% | -$3.08K | 0.18% | 47 |
|
|
2016
Q4 | $626K | Buy |
20,300
+422
| +2% | +$13K | 0.19% | 47 |
|
|
2016
Q3 | $639K | Hold |
19,878
| – | – | 0.19% | 49 |
|
|
2016
Q2 | $664K | Sell |
19,878
-165
| -0.8% | -$5.51K | 0.21% | 44 |
|
|
2016
Q1 | $564K | Hold |
20,043
| – | – | 0.2% | 52 |
|
|
2015
Q4 | $614K | Buy |
20,043
+1,054
| +6% | +$32.3K | 0.23% | 53 |
|
|
2015
Q3 | $565K | Sell |
18,989
-834
| -4% | -$24.8K | 0.22% | 57 |
|
|
2015
Q2 | $631K | Buy |
19,823
+144
| +0.7% | +$4.58K | 0.25% | 46 |
|
|
2015
Q1 | $650K | Buy |
19,679
+22
| +0.1% | +$727 | 0.27% | 44 |
|
|
2014
Q4 | $580K | Buy |
+19,657
| New | +$580K | 0.24% | 49 |
|