Morningstar Investment 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 | $1.38M | Buy |
57,082
+9,270
| +19% | +$225K | 0.12% | 51 |
|
|
2025
Q1 | $1.21M | Buy |
47,812
+9,207
| +24% | +$233K | 0.1% | 49 |
|
|
2024
Q4 | $1.02M | Buy |
38,605
+2,184
| +6% | +$57.9K | 0.08% | 69 |
|
|
2024
Q3 | $1.06M | Sell |
36,421
-1,765
| -5% | -$51.3K | 0.1% | 85 |
|
|
2024
Q2 | $1.07M | Buy |
38,186
+1,170
| +3% | +$32.7K | 0.11% | 77 |
|
|
2024
Q1 | $1.03M | Hold |
37,016
| – | – | 0.11% | 79 |
|
|
2023
Q4 | $1.07M | Buy |
37,016
+1,710
| +5% | +$49.2K | 0.12% | 79 |
|
|
2023
Q3 | $1.17M | Buy |
35,306
+2,535
| +8% | +$84.1K | 0.16% | 50 |
|
|
2023
Q2 | $1.2M | Buy |
32,771
+19,685
| +150% | +$722K | 0.16% | 49 |
|
|
2023
Q1 | $534K | Buy |
13,086
+2,088
| +19% | +$85.2K | 0.08% | 55 |
|
|
2022
Q4 | $564K | Buy |
+10,998
| New | +$564K | 0.1% | 53 |
|