Lee, Danner & Bass’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Sell |
106,283
-8,986
| -8% | -$218K | 0.2% | 90 |
|
|
2025
Q1 | $2.92M | Buy |
115,269
+3,524
| +3% | +$89.3K | 0.24% | 84 |
|
|
2024
Q4 | $2.96M | Sell |
111,745
-14,496
| -11% | -$385K | 0.23% | 83 |
|
|
2024
Q3 | $3.65M | Sell |
126,241
-2,620
| -2% | -$75.8K | 0.26% | 78 |
|
|
2024
Q2 | $3.61M | Buy |
+128,861
| New | +$3.61M | 0.28% | 74 |
|
|
2023
Q4 | $3.93M | Sell |
136,645
-20,220
| -13% | -$582K | 0.34% | 70 |
|
|
2023
Q3 | $5.2M | Sell |
156,865
-489
| -0.3% | -$16.2K | 0.47% | 48 |
|
|
2023
Q2 | $5.77M | Sell |
157,354
-3,810
| -2% | -$140K | 0.5% | 43 |
|
|
2023
Q1 | $6.58M | Sell |
161,164
-15,348
| -9% | -$626K | 0.6% | 38 |
|
|
2022
Q4 | $9.04M | Sell |
176,512
-10,318
| -6% | -$529K | 0.85% | 30 |
|
|
2022
Q3 | $8.18M | Sell |
186,830
-2,340
| -1% | -$102K | 0.86% | 31 |
|
|
2022
Q2 | $9.92M | Sell |
189,170
-4,975
| -3% | -$261K | 1% | 25 |
|
|
2022
Q1 | $10.1M | Buy |
194,145
+1,774
| +0.9% | +$91.8K | 0.86% | 28 |
|
|
2021
Q4 | $11.4M | Sell |
192,371
-2,057
| -1% | -$121K | 0.97% | 26 |
|
|
2021
Q3 | $8.36M | Buy |
194,428
+1,182
| +0.6% | +$50.8K | 0.77% | 33 |
|
|
2021
Q2 | $7.57M | Buy |
193,246
+6,221
| +3% | +$244K | 0.69% | 41 |
|
|
2021
Q1 | $6.78M | Buy |
187,025
+1,651
| +0.9% | +$59.8K | 0.65% | 43 |
|
|
2020
Q4 | $6.82M | Buy |
185,374
+13,618
| +8% | +$501K | 0.73% | 38 |
|
|
2020
Q3 | $5.98M | Sell |
171,756
-3,033
| -2% | -$106K | 0.71% | 39 |
|
|
2020
Q2 | $5.42M | Sell |
174,789
-6,186
| -3% | -$192K | 0.69% | 43 |
|
|
2020
Q1 | $5.6M | Buy |
180,975
+10,879
| +6% | +$337K | 0.8% | 33 |
|
|
2019
Q4 | $6.32M | Buy |
170,096
+3,899
| +2% | +$145K | 0.66% | 42 |
|
|
2019
Q3 | $5.67M | Buy |
166,197
+2,471
| +2% | +$84.2K | 0.61% | 44 |
|
|
2019
Q2 | $6.73M | Sell |
163,726
-8,481
| -5% | -$349K | 0.71% | 40 |
|
|
2019
Q1 | $6.94M | Sell |
172,207
-2,554
| -1% | -$103K | 0.76% | 40 |
|
|
2018
Q4 | $7.24M | Sell |
174,761
-344
| -0.2% | -$14.2K | 0.85% | 33 |
|
|
2018
Q3 | $7.32M | Sell |
175,105
-4,551
| -3% | -$190K | 0.73% | 39 |
|
|
2018
Q2 | $6.18M | Buy |
179,656
+705
| +0.4% | +$24.3K | 0.66% | 42 |
|
|
2018
Q1 | $6.03M | Buy |
178,951
+4,425
| +3% | +$149K | 0.63% | 44 |
|
|
2017
Q4 | $6M | Sell |
174,526
-6,732
| -4% | -$231K | 0.61% | 44 |
|
|
2017
Q3 | $6.14M | Sell |
181,258
-1,431
| -0.8% | -$48.5K | 0.66% | 43 |
|
|
2017
Q2 | $5.82M | Buy |
182,689
+4,315
| +2% | +$138K | 0.65% | 42 |
|
|
2017
Q1 | $5.79M | Sell |
178,374
-2,936
| -2% | -$95.3K | 0.65% | 40 |
|
|
2016
Q4 | $5.59M | Sell |
181,310
-518
| -0.3% | -$16K | 0.66% | 41 |
|
|
2016
Q3 | $5.84M | Buy |
181,828
+3,076
| +2% | +$98.8K | 0.71% | 39 |
|
|
2016
Q2 | $5.97M | Sell |
178,752
-391
| -0.2% | -$13.1K | 0.72% | 38 |
|
|
2016
Q1 | $5.62M | Buy |
179,143
+58,246
| +48% | +$1.83M | 0.69% | 39 |
|
|
2015
Q4 | $3.7M | Buy |
120,897
+15,340
| +15% | +$470K | 0.48% | 53 |
|
|
2015
Q3 | $3.15M | Sell |
105,557
-1,467
| -1% | -$43.7K | 0.42% | 58 |
|
|
2015
Q2 | $3.41M | Sell |
107,024
-750
| -0.7% | -$23.9K | 0.41% | 57 |
|
|
2015
Q1 | $3.56M | Sell |
107,774
-988
| -0.9% | -$32.6K | 0.42% | 52 |
|
|
2014
Q4 | $3.21M | Sell |
108,762
-2,813
| -3% | -$83.1K | 0.38% | 54 |
|
|
2014
Q3 | $3.13M | Buy |
111,575
+1,479
| +1% | +$41.5K | 0.39% | 56 |
|
|
2014
Q2 | $3.1M | Buy |
110,096
+36
| +0% | +$1.01K | 0.38% | 58 |
|
|
2014
Q1 | $3.35M | Buy |
110,060
+3,670
| +3% | +$112K | 0.44% | 52 |
|
|
2013
Q4 | $3.09M | Sell |
106,390
-7,851
| -7% | -$228K | 0.41% | 54 |
|
|
2013
Q3 | $3.11M | Sell |
114,241
-853
| -0.7% | -$23.2K | 0.43% | 53 |
|
|
2013
Q2 | $3.06M | Buy |
+115,094
| New | +$3.06M | 0.45% | 53 |
|