Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$15.3M Sell
546,673
-30,507
-5% -$812K 0.08% 151
2025
Q4
$14.4M Buy
577,180
+30,696
+6% +$774K 0.07% 160
2025
Q3
$13.7M Sell
546,484
-83,970
-13% -$2.07M 0.07% 159
2025
Q2
$15.1M Sell
630,454
-99,650
-14% -$2.32M 0.08% 152
2025
Q1
$18.3M Sell
730,104
-66,449
-8% -$1.74M 0.09% 144
2024
Q4
$21.5M Sell
796,553
-1,891
-0.2% -$51.3K 0.13% 137
2024
Q3
$23.2M Sell
798,444
-14,979
-2% -$437K 0.08% 136
2024
Q2
$22.8M Buy
813,423
+103,254
+15% +$2.84M 0.09% 129
2024
Q1
$19.9M Buy
+710,169
New +$19.7M 0.08% 129

Other funds holding PFE