MJP

Michael J. Puzo’s Pfizer PFE Stock Holding History

Michael J. Puzo’s Portfolio PFE Stock Details PFE Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,755	Closed	-$367K	–	78
2023 Q4	$367K	Sell	12,755 -3,270	-20%	-$94.1K	0.12%	58
2023 Q3	$532K	Sell	16,025 -550	-3%	-$18.2K	0.18%	54
2023 Q2	$608K	Sell	16,575 -50	-0.3%	-$1.83K	0.19%	56
2023 Q1	$678K	Buy	16,625 +3,300	+25%	+$135K	0.23%	54
2022 Q4	$683K	Sell	13,325 -25	-0.2%	-$1.28K	0.25%	54
2022 Q3	$584K	Sell	13,350 -200	-1%	-$8.75K	0.22%	58
2022 Q2	$711K	Sell	13,550 -296	-2%	-$15.5K	0.25%	58
2022 Q1	$717K	Sell	13,846 -150	-1%	-$7.77K	0.22%	58
2021 Q4	$827K	Hold	13,996	–	–	0.23%	53
2021 Q3	$601K	Sell	13,996 -200	-1%	-$8.59K	0.19%	55
2021 Q2	$556K	Hold	14,196	–	–	0.17%	59
2021 Q1	$515K	Hold	14,196	–	–	0.16%	58
2020 Q4	$523K	Hold	14,196	–	–	0.17%	59
2020 Q3	$521K	Hold	14,196	–	–	0.19%	55
2020 Q2	$464K	Sell	14,196 -100	-0.7%	-$3.27K	0.17%	56
2020 Q1	$467K	Sell	14,296 -100	-0.7%	-$3.27K	0.21%	54
2019 Q4	$564K	Hold	14,396	–	–	0.2%	54
2019 Q3	$517K	Sell	14,396 -567	-4%	-$20.4K	0.19%	57
2019 Q2	$648K	Sell	14,963 -1,075	-7%	-$46.6K	0.24%	52
2019 Q1	$681K	Sell	16,038 -250	-2%	-$10.6K	0.27%	52
2018 Q4	$711K	Hold	16,288	–	–	0.32%	50
2018 Q3	$718K	Sell	16,288 -100	-0.6%	-$4.41K	0.27%	54
2018 Q2	$595K	Sell	16,388 -675	-4%	-$24.5K	0.25%	54
2018 Q1	$606K	Sell	17,063 -775	-4%	-$27.5K	0.26%	55
2017 Q4	$645K	Buy	17,838 +6,088	+52%	+$220K	0.27%	55
2017 Q3	$419K	Hold	11,750	–	–	0.22%	62
2017 Q2	$395K	Hold	11,750	–	–	0.21%	64
2017 Q1	$402K	Hold	11,750	–	–	0.22%	64
2016 Q4	$381K	Hold	11,750	–	–	0.22%	67
2016 Q3	$398K	Sell	11,750 -200	-2%	-$6.77K	0.23%	65
2016 Q2	$421K	Hold	11,950	–	–	0.28%	61
2016 Q1	$354K	Sell	11,950 -450	-4%	-$13.3K	0.23%	65
2015 Q4	$400K	Buy	12,400 +8,240	+198%	+$266K	0.28%	64
2015 Q3	$131K	Buy	4,160 +30	+0.7%	+$945	0.09%	87
2015 Q2	$138K	Hold	4,130	–	–	0.09%	93
2015 Q1	$144K	Sell	4,130 -363	-8%	-$12.7K	0.09%	95
2014 Q4	$140K	Buy	+4,493	New	+$140K	0.09%	82