LIM
Loudon Investment Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,370
| Closed | -$567K | – | 103 |
|
|
2025
Q1 | $567K | Sell |
22,370
-7,000
| -24% | -$177K | 0.32% | 66 |
|
|
2024
Q4 | $779K | Sell |
29,370
-1,115
| -4% | -$29.6K | 0.44% | 53 |
|
|
2024
Q3 | $882K | Buy |
30,485
+17,800
| +140% | +$515K | 0.48% | 50 |
|
|
2024
Q2 | $355K | Buy |
+12,685
| New | +$355K | 0.21% | 78 |
|
|
2024
Q1 | – | Sell |
-9,210
| Closed | -$265K | – | 98 |
|
|
2023
Q4 | $265K | Sell |
9,210
-16,342
| -64% | -$470K | 0.16% | 87 |
|
|
2023
Q3 | $848K | Buy |
25,552
+275
| +1% | +$9.12K | 0.58% | 47 |
|
|
2023
Q2 | $927K | Hold |
25,277
| – | – | 0.61% | 48 |
|
|
2023
Q1 | $1.03M | Sell |
25,277
-200
| -0.8% | -$8.16K | 0.71% | 42 |
|
|
2022
Q4 | $1.31M | Hold |
25,477
| – | – | 0.94% | 39 |
|
|
2022
Q3 | $1.12M | Sell |
25,477
-750
| -3% | -$32.8K | 0.89% | 41 |
|
|
2022
Q2 | $1.38M | Sell |
26,227
-3,074
| -10% | -$161K | 1.03% | 31 |
|
|
2022
Q1 | $1.52M | Sell |
29,301
-550
| -2% | -$28.5K | 1% | 32 |
|
|
2021
Q4 | $1.76M | Hold |
29,851
| – | – | 1.13% | 31 |
|
|
2021
Q3 | $1.28M | Sell |
29,851
-2,516
| -8% | -$108K | 0.91% | 37 |
|
|
2021
Q2 | $1.27M | Sell |
32,367
-3,573
| -10% | -$140K | 0.86% | 37 |
|
|
2021
Q1 | $1.3M | Sell |
35,940
-25,525
| -42% | -$925K | 0.93% | 35 |
|
|
2020
Q4 | $2.26M | Buy |
61,465
+223
| +0.4% | +$8.21K | 1.77% | 23 |
|
|
2020
Q3 | $2.25M | Sell |
61,242
-1,659
| -3% | -$60.9K | 1.9% | 20 |
|
|
2020
Q2 | $2.06M | Sell |
62,901
-2,530
| -4% | -$82.7K | 1.78% | 20 |
|
|
2020
Q1 | $2.14M | Sell |
65,431
-3,650
| -5% | -$119K | 2.24% | 13 |
|
|
2019
Q4 | $2.71M | Hold |
69,081
| – | – | 2.11% | 13 |
|
|
2019
Q3 | $2.48M | Buy |
69,081
+2,355
| +4% | +$84.6K | 2.09% | 13 |
|
|
2019
Q2 | $2.89M | Hold |
66,726
| – | – | 2.45% | 13 |
|
|
2019
Q1 | $2.83M | Sell |
66,726
-218
| -0.3% | -$9.26K | 2.49% | 13 |
|
|
2018
Q4 | $2.92M | Sell |
66,944
-2,743
| -4% | -$120K | 2.77% | 11 |
|
|
2018
Q3 | $3.07M | Sell |
69,687
-4,070
| -6% | -$179K | 2.47% | 11 |
|
|
2018
Q2 | $2.68M | Buy |
73,757
+2,250
| +3% | +$81.6K | 2.14% | 13 |
|
|
2018
Q1 | $2.54M | Buy |
71,507
+1,800
| +3% | +$63.9K | 2.02% | 21 |
|
|
2017
Q4 | $2.53M | Buy |
69,707
+4,920
| +8% | +$178K | 1.91% | 22 |
|
|
2017
Q3 | $2.31M | Buy |
64,787
+14,594
| +29% | +$521K | 1.81% | 22 |
|
|
2017
Q2 | $1.69M | Buy |
50,193
+2,577
| +5% | +$86.6K | 1.28% | 29 |
|
|
2017
Q1 | $1.63M | Buy |
47,616
+38,221
| +407% | +$1.31M | 1.24% | 31 |
|
|
2016
Q4 | $305K | Buy |
9,395
+800
| +9% | +$26K | 0.24% | 67 |
|
|
2016
Q3 | $291K | Hold |
8,595
| – | – | 0.23% | 69 |
|
|
2016
Q2 | $303K | Buy |
+8,595
| New | +$303K | 0.24% | 68 |
|