Nelson Capital Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
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|
2025
Q1 | $2.32M | Sell |
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|
2024
Q4 | $2.62M | Sell |
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|
2024
Q3 | $2.95M | Buy |
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|
2024
Q2 | $2.67M | Buy |
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|
2024
Q1 | $2.43M | Buy |
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|
2023
Q4 | $1.75M | Sell |
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|
2023
Q3 | $3.08M | Sell |
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|
2023
Q2 | $3.48M | Buy |
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|
2023
Q1 | $2.85M | Buy |
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|
2022
Q4 | $3.48M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Hold |
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|
2022
Q1 | $204K | Buy |
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|
2021
Q4 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $233K | Sell |
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|
2019
Q3 | $320K | Sell |
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|
2019
Q2 | $5.38M | Buy |
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|
2019
Q1 | $324K | Buy |
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|
2018
Q4 | $308K | Hold |
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|
2018
Q3 | $311K | Buy |
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|
2018
Q2 | $245K | Sell |
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|
2018
Q1 | $241K | Sell |
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|
2017
Q4 | $265K | Buy |
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|
2017
Q3 | $132K | Sell |
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|
2017
Q2 | $161K | Buy |
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|
2017
Q1 | $157K | Sell |
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|
2016
Q4 | $168K | Buy |
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|
2016
Q3 | $155K | Buy |
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|
2016
Q2 | $106K | Buy |
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|
2016
Q1 | $83K | Hold |
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|
2015
Q4 | $91K | Buy |
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|
2015
Q3 | $60K | Hold |
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|
2015
Q2 | $64K | Hold |
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|
2015
Q1 | $66K | Sell |
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|
2014
Q4 | $78K | Hold |
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|
2014
Q3 | $74K | Sell |
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|
2014
Q2 | $113K | Buy |
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|
2014
Q1 | $101K | Buy |
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|
2013
Q4 | $35K | Hold |
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|
2013
Q3 | $33K | Hold |
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|
2013
Q2 | $32K | Buy |
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