Michael J. Puzo’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,755
| Closed | -$367K | – | 78 |
|
|
2023
Q4 | $367K | Sell |
12,755
-3,270
| -20% | -$98.9K | 0.12% | 58 |
|
|
2023
Q3 | $532K | Sell |
16,025
-550
| -3% | -$19.4K | 0.18% | 54 |
|
|
2023
Q2 | $608K | Sell |
16,575
-50
| -0.3% | -$1.95K | 0.19% | 56 |
|
|
2023
Q1 | $678K | Buy |
16,625
+3,300
| +25% | +$143K | 0.23% | 54 |
|
|
2022
Q4 | $683K | Sell |
13,325
-25
| -0.2% | -$1.2K | 0.25% | 54 |
|
|
2022
Q3 | $584K | Sell |
13,350
-200
| -1% | -$9.72K | 0.22% | 58 |
|
|
2022
Q2 | $711K | Sell |
13,550
-296
| -2% | -$15.1K | 0.25% | 58 |
|
|
2022
Q1 | $717K | Sell |
13,846
-150
| -1% | -$7.78K | 0.22% | 58 |
|
|
2021
Q4 | $827K | Hold |
13,996
| – | – | 0.23% | 53 |
|
|
2021
Q3 | $601K | Sell |
13,996
-200
| -1% | -$8.86K | 0.19% | 55 |
|
|
2021
Q2 | $556K | Hold |
14,196
| – | – | 0.17% | 59 |
|
|
2021
Q1 | $515K | Hold |
14,196
| – | – | 0.16% | 58 |
|
|
2020
Q4 | $523K | Sell |
14,196
-767
| -5% | -$28.1K | 0.17% | 59 |
|
|
2020
Q3 | $521K | Hold |
14,963
| – | – | 0.19% | 55 |
|
|
2020
Q2 | $464K | Sell |
14,963
-105
| -0.7% | -$3.57K | 0.17% | 56 |
|
|
2020
Q1 | $467K | Sell |
15,068
-105
| -0.7% | -$3.58K | 0.21% | 54 |
|
|
2019
Q4 | $564K | Hold |
15,173
| – | – | 0.2% | 54 |
|
|
2019
Q3 | $517K | Sell |
15,173
-598
| -4% | -$21.7K | 0.19% | 57 |
|
|
2019
Q2 | $648K | Sell |
15,771
-1,133
| -7% | -$45K | 0.24% | 52 |
|
|
2019
Q1 | $681K | Sell |
16,904
-264
| -2% | -$10.6K | 0.27% | 52 |
|
|
2018
Q4 | $711K | Hold |
17,168
| – | – | 0.32% | 50 |
|
|
2018
Q3 | $718K | Sell |
17,168
-105
| -0.6% | -$4.04K | 0.27% | 54 |
|
|
2018
Q2 | $595K | Sell |
17,273
-711
| -4% | -$24.3K | 0.25% | 54 |
|
|
2018
Q1 | $606K | Sell |
17,984
-817
| -4% | -$28.1K | 0.26% | 55 |
|
|
2017
Q4 | $645K | Buy |
18,801
+6,416
| +52% | +$219K | 0.27% | 55 |
|
|
2017
Q3 | $419K | Hold |
12,385
| – | – | 0.22% | 62 |
|
|
2017
Q2 | $395K | Hold |
12,385
| – | – | 0.21% | 64 |
|
|
2017
Q1 | $402K | Hold |
12,385
| – | – | 0.22% | 64 |
|
|
2016
Q4 | $381K | Hold |
12,385
| – | – | 0.22% | 67 |
|
|
2016
Q3 | $398K | Sell |
12,385
-210
| -2% | -$7.02K | 0.23% | 65 |
|
|
2016
Q2 | $421K | Hold |
12,595
| – | – | 0.28% | 61 |
|
|
2016
Q1 | $354K | Sell |
12,595
-475
| -4% | -$13.6K | 0.23% | 65 |
|
|
2015
Q4 | $400K | Buy |
13,070
+8,685
| +198% | +$273K | 0.28% | 64 |
|
|
2015
Q3 | $131K | Buy |
4,385
+32
| +0.7% | +$1.03K | 0.09% | 87 |
|
|
2015
Q2 | $138K | Hold |
4,353
| – | – | 0.09% | 93 |
|
|
2015
Q1 | $144K | Sell |
4,353
-383
| -8% | -$12.2K | 0.09% | 95 |
|
|
2014
Q4 | $140K | Buy |
+4,736
| New | +$136K | 0.09% | 82 |
|
Other funds holding PFE
