Mendel Money Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Sell |
18,257
-400
| -2% | -$9.7K | 0.2% | 105 |
|
|
2025
Q1 | $473K | Hold |
18,657
| – | – | 0.22% | 101 |
|
|
2024
Q4 | $495K | Buy |
18,657
+170
| +0.9% | +$4.51K | 0.22% | 96 |
|
|
2024
Q3 | $535K | Buy |
18,487
+620
| +3% | +$17.9K | 0.23% | 96 |
|
|
2024
Q2 | $500K | Sell |
17,867
-565
| -3% | -$15.8K | 0.23% | 89 |
|
|
2024
Q1 | $511K | Buy |
18,432
+5,780
| +46% | +$160K | 0.24% | 86 |
|
|
2023
Q4 | $364K | Sell |
12,652
-1,820
| -13% | -$52.4K | 0.18% | 107 |
|
|
2023
Q3 | $480K | Sell |
14,472
-485
| -3% | -$16.1K | 0.26% | 77 |
|
|
2023
Q2 | $549K | Sell |
14,957
-422
| -3% | -$15.5K | 0.28% | 70 |
|
|
2023
Q1 | $627K | Sell |
15,379
-868
| -5% | -$35.4K | 0.34% | 60 |
|
|
2022
Q4 | $832K | Sell |
16,247
-395
| -2% | -$20.2K | 0.47% | 49 |
|
|
2022
Q3 | $728K | Buy |
16,642
+1,871
| +13% | +$81.8K | 0.45% | 52 |
|
|
2022
Q2 | $774K | Sell |
14,771
-1,788
| -11% | -$93.7K | 0.46% | 48 |
|
|
2022
Q1 | $857K | Buy |
16,559
+8,934
| +117% | +$462K | 0.42% | 49 |
|
|
2021
Q4 | $450K | Sell |
7,625
-1,380
| -15% | -$81.4K | 0.26% | 51 |
|
|
2021
Q3 | $387K | Buy |
9,005
+95
| +1% | +$4.08K | 0.24% | 54 |
|
|
2021
Q2 | $349K | Sell |
8,910
-70
| -0.8% | -$2.74K | 0.22% | 53 |
|
|
2021
Q1 | $325K | Sell |
8,980
-740
| -8% | -$26.8K | 0.21% | 52 |
|
|
2020
Q4 | $358K | Buy |
9,720
+213
| +2% | +$7.85K | 0.25% | 49 |
|
|
2020
Q3 | $331K | Sell |
9,507
-158
| -2% | -$5.5K | 0.26% | 47 |
|
|
2020
Q2 | $300K | Buy |
+9,665
| New | +$300K | 0.26% | 47 |
|
|
2019
Q4 | $344K | Buy |
9,244
+159
| +2% | +$5.92K | 0.3% | 43 |
|
|
2019
Q3 | $310K | Sell |
9,085
-8,844
| -49% | -$302K | 0.29% | 44 |
|
|
2019
Q2 | $737K | Buy |
+17,929
| New | +$737K | 0.71% | 32 |
|
|
2018
Q3 | $657K | Buy |
+15,705
| New | +$657K | 0.64% | 30 |
|
|
2017
Q4 | $802K | Buy |
+23,324
| New | +$802K | 0.77% | 30 |
|