Kovitz Investment Group Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
496,972
+102,760
| +26% | +$2.49M | 0.05% | 276 |
|
|
2025
Q1 | $9.99M | Buy |
394,212
+84,582
| +27% | +$2.14M | 0.05% | 267 |
|
|
2024
Q4 | $8.21M | Sell |
309,630
-57,060
| -16% | -$1.51M | 0.04% | 310 |
|
|
2024
Q3 | $8.49M | Buy |
366,690
+95,896
| +35% | +$2.22M | 0.06% | 258 |
|
|
2024
Q2 | $7.58M | Buy |
270,794
+106,378
| +65% | +$2.98M | 0.06% | 221 |
|
|
2024
Q1 | $4.56M | Sell |
164,416
-4,351
| -3% | -$121K | 0.06% | 212 |
|
|
2023
Q4 | $4.86M | Buy |
168,767
+26,706
| +19% | +$769K | 0.08% | 155 |
|
|
2023
Q3 | $4.71M | Buy |
142,061
+10,633
| +8% | +$353K | 0.08% | 148 |
|
|
2023
Q2 | $4.82M | Sell |
131,428
-31,149
| -19% | -$1.14M | 0.07% | 158 |
|
|
2023
Q1 | $6.63M | Buy |
162,577
+575
| +0.4% | +$23.5K | 0.12% | 113 |
|
|
2022
Q4 | $8.3M | Sell |
162,002
-1,515
| -0.9% | -$77.6K | 0.16% | 86 |
|
|
2022
Q3 | $7.16M | Sell |
163,517
-3,849
| -2% | -$168K | 0.17% | 86 |
|
|
2022
Q2 | $8.78M | Buy |
167,366
+257
| +0.2% | +$13.5K | 0.19% | 81 |
|
|
2022
Q1 | $8.65M | Buy |
167,109
+3,570
| +2% | +$185K | 0.16% | 88 |
|
|
2021
Q4 | $6.02M | Buy |
163,539
+2,180
| +1% | +$80.2K | 0.14% | 107 |
|
|
2021
Q3 | $6.94M | Sell |
161,359
-1,109
| -0.7% | -$47.7K | 0.14% | 108 |
|
|
2021
Q2 | $6.36M | Sell |
162,468
-6,048
| -4% | -$237K | 0.13% | 124 |
|
|
2021
Q1 | $6.11M | Buy |
168,516
+4,978
| +3% | +$180K | 0.14% | 110 |
|
|
2020
Q4 | $6.02M | Sell |
163,538
-6,748
| -4% | -$248K | 0.15% | 103 |
|
|
2020
Q3 | $5.93M | Buy |
170,286
+5,575
| +3% | +$194K | 0.17% | 96 |
|
|
2020
Q2 | $5.11M | Buy |
164,711
+15,856
| +11% | +$492K | 0.16% | 102 |
|
|
2020
Q1 | $4.61M | Sell |
148,855
-50,251
| -25% | -$1.56M | 0.17% | 98 |
|
|
2019
Q4 | $4.66M | Buy |
199,106
+74,394
| +60% | +$1.74M | 0.14% | 108 |
|
|
2019
Q3 | $4.25M | Sell |
124,712
-1,815
| -1% | -$61.9K | 0.14% | 122 |
|
|
2019
Q2 | $5.2M | Sell |
126,527
-2,953
| -2% | -$121K | 0.16% | 95 |
|
|
2019
Q1 | $5.22M | Sell |
129,480
-3,467
| -3% | -$140K | 0.17% | 94 |
|
|
2018
Q4 | $5.51M | Buy |
132,947
+109,833
| +475% | +$4.55M | 0.22% | 73 |
|
|
2018
Q3 | $966K | Buy |
23,114
+5,436
| +31% | +$227K | 0.04% | 92 |
|
|
2018
Q2 | $608K | Buy |
17,678
+406
| +2% | +$14K | 0.03% | 105 |
|
|
2018
Q1 | $582K | Sell |
17,272
-5,499
| -24% | -$185K | 0.03% | 104 |
|
|
2017
Q4 | $782 | Sell |
22,771
-1,418
| -6% | -$49 | 0.03% | 99 |
|
|
2017
Q3 | $819K | Buy |
24,189
+1,427
| +6% | +$48.3K | 0.04% | 96 |
|
|
2017
Q2 | $725K | Sell |
22,762
-1,752
| -7% | -$55.8K | 0.04% | 99 |
|
|
2017
Q1 | $796K | Buy |
24,514
+1,083
| +5% | +$35.2K | 0.04% | 81 |
|
|
2016
Q4 | $722K | Sell |
23,431
-643
| -3% | -$19.8K | 0.04% | 80 |
|
|
2016
Q3 | $774K | Sell |
24,074
-99
| -0.4% | -$3.18K | 0.05% | 87 |
|
|
2016
Q2 | $808K | Buy |
24,173
+691
| +3% | +$23.1K | 0.06% | 85 |
|
|
2016
Q1 | $660K | Buy |
+23,482
| New | +$660K | 0.04% | 91 |
|