McDaniel Terry & Co’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,316
| Closed | -$247K | – | 104 |
|
|
2024
Q4 | $247K | Buy |
9,316
+660
| +8% | +$17.5K | 0.02% | 92 |
|
|
2024
Q3 | $251K | Sell |
8,656
-143
| -2% | -$4.15K | 0.02% | 91 |
|
|
2024
Q2 | $246K | Buy |
8,799
+96
| +1% | +$2.68K | 0.02% | 86 |
|
|
2024
Q1 | $242K | Buy |
+8,703
| New | +$242K | 0.02% | 97 |
|
|
2023
Q4 | – | Sell |
-11,269
| Closed | -$374K | – | 90 |
|
|
2023
Q3 | $374K | Sell |
11,269
-41
| -0.4% | -$1.36K | 0.04% | 71 |
|
|
2023
Q2 | $415K | Buy |
+11,310
| New | +$415K | 0.04% | 69 |
|
|
2023
Q1 | – | Sell |
-4,265
| Closed | -$219K | – | 97 |
|
|
2022
Q4 | $219K | Buy |
+4,265
| New | +$219K | 0.03% | 84 |
|
|
2022
Q3 | – | Sell |
-3,915
| Closed | -$205K | – | 94 |
|
|
2022
Q2 | $205K | Hold |
3,915
| – | – | 0.03% | 90 |
|
|
2022
Q1 | $203K | Hold |
3,915
| – | – | 0.02% | 94 |
|
|
2021
Q4 | $231K | Buy |
+3,915
| New | +$231K | 0.02% | 93 |
|
|
2020
Q2 | – | Sell |
-8,102
| Closed | -$251K | – | 82 |
|
|
2020
Q1 | $251K | Sell |
8,102
-3
| -0% | -$93 | 0.05% | 62 |
|
|
2019
Q4 | $301K | Buy |
8,105
+147
| +2% | +$5.46K | 0.05% | 66 |
|
|
2019
Q3 | $271K | Buy |
+7,958
| New | +$271K | 0.04% | 67 |
|
|
2019
Q2 | – | Sell |
-18,755
| Closed | -$756K | – | 68 |
|
|
2019
Q1 | $756K | Buy |
18,755
+664
| +4% | +$26.8K | 0.13% | 36 |
|
|
2018
Q4 | $749K | Sell |
18,091
-537
| -3% | -$22.2K | 0.15% | 36 |
|
|
2018
Q3 | $779K | Buy |
18,628
+1,770
| +10% | +$74K | 0.13% | 36 |
|
|
2018
Q2 | $580K | Hold |
16,858
| – | – | 0.11% | 39 |
|
|
2018
Q1 | $568K | Hold |
16,858
| – | – | 0.1% | 37 |
|
|
2017
Q4 | $579K | Sell |
16,858
-277
| -2% | -$9.51K | 0.1% | 37 |
|
|
2017
Q3 | $580K | Hold |
17,135
| – | – | 0.11% | 36 |
|
|
2017
Q2 | $546K | Hold |
17,135
| – | – | 0.11% | 40 |
|
|
2017
Q1 | $556K | Hold |
17,135
| – | – | 0.11% | 38 |
|
|
2016
Q4 | $528K | Hold |
17,135
| – | – | 0.11% | 39 |
|
|
2016
Q3 | $551K | Sell |
17,135
-2,698
| -14% | -$86.8K | 0.12% | 37 |
|
|
2016
Q2 | $663K | Buy |
+19,833
| New | +$663K | 0.15% | 35 |
|