Neumann Capital 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 | $693K | Buy |
28,588
+6,000
| +27% | +$145K | 0.22% | 71 |
|
|
2025
Q1 | $572K | Hold |
22,588
| – | – | 0.2% | 74 |
|
|
2024
Q4 | $599K | Buy |
22,588
+7,587
| +51% | +$201K | 0.2% | 74 |
|
|
2024
Q3 | $434K | Sell |
15,001
-4,300
| -22% | -$124K | 0.14% | 83 |
|
|
2024
Q2 | $540K | Buy |
+19,301
| New | +$540K | 0.19% | 74 |
|
|
2023
Q4 | – | Sell |
-6,801
| Closed | -$226K | – | 93 |
|
|
2023
Q3 | $226K | Sell |
6,801
-200
| -3% | -$6.63K | 0.1% | 89 |
|
|
2023
Q2 | $257K | Hold |
7,001
| – | – | 0.11% | 87 |
|
|
2023
Q1 | $286K | Hold |
7,001
| – | – | 0.13% | 81 |
|
|
2022
Q4 | $359K | Buy |
7,001
+700
| +11% | +$35.9K | 0.17% | 73 |
|
|
2022
Q3 | $276K | Buy |
6,301
+413
| +7% | +$18.1K | 0.14% | 77 |
|
|
2022
Q2 | $309K | Hold |
5,888
| – | – | 0.16% | 72 |
|
|
2022
Q1 | $305K | Hold |
5,888
| – | – | 0.13% | 76 |
|
|
2021
Q4 | $348K | Hold |
5,888
| – | – | 0.14% | 76 |
|
|
2021
Q3 | $253K | Hold |
5,888
| – | – | 0.11% | 79 |
|
|
2021
Q2 | $231K | Hold |
5,888
| – | – | 0.1% | 80 |
|
|
2021
Q1 | $213K | Buy |
5,888
+200
| +4% | +$7.24K | 0.1% | 80 |
|
|
2020
Q4 | $209K | Sell |
5,688
-202
| -3% | -$7.42K | 0.11% | 77 |
|
|
2020
Q3 | $205K | Buy |
+5,890
| New | +$205K | 0.12% | 74 |
|
|
2020
Q1 | – | Sell |
-5,890
| Closed | -$219K | – | 70 |
|
|
2019
Q4 | $219K | Buy |
+5,890
| New | +$219K | 0.13% | 70 |
|
|
2019
Q3 | – | Sell |
-5,732
| Closed | -$236K | – | 73 |
|
|
2019
Q2 | $236K | Hold |
5,732
| – | – | 0.15% | 71 |
|
|
2019
Q1 | $231K | Hold |
5,732
| – | – | 0.15% | 72 |
|
|
2018
Q4 | $237K | Sell |
5,732
-527
| -8% | -$21.8K | 0.18% | 68 |
|
|
2018
Q3 | $262K | Sell |
6,259
-506
| -7% | -$21.2K | 0.15% | 70 |
|
|
2018
Q2 | $233K | Sell |
6,765
-1,438
| -18% | -$49.5K | 0.15% | 70 |
|
|
2018
Q1 | $276K | Sell |
8,203
-738
| -8% | -$24.8K | 0.18% | 67 |
|
|
2017
Q4 | $307K | Sell |
8,941
-16,284
| -65% | -$559K | 0.19% | 66 |
|
|
2017
Q3 | $854K | Sell |
25,225
-7,036
| -22% | -$238K | 0.53% | 49 |
|
|
2017
Q2 | $1.03M | Sell |
32,261
-6,535
| -17% | -$208K | 0.66% | 43 |
|
|
2017
Q1 | $1.26M | Sell |
38,796
-6,324
| -14% | -$205K | 0.82% | 42 |
|
|
2016
Q4 | $1.39M | Hold |
45,120
| – | – | 0.9% | 39 |
|
|
2016
Q3 | $1.45M | Sell |
45,120
-2,898
| -6% | -$93.1K | 0.96% | 37 |
|
|
2016
Q2 | $1.6M | Sell |
48,018
-211
| -0.4% | -$7.05K | 1.07% | 35 |
|
|
2016
Q1 | $1.36M | Buy |
48,229
+211
| +0.4% | +$5.93K | 0.89% | 39 |
|
|
2015
Q4 | $1.47M | Sell |
48,018
-527
| -1% | -$16.1K | 1.02% | 37 |
|
|
2015
Q3 | $1.45M | Hold |
48,545
| – | – | 1.02% | 33 |
|
|
2015
Q2 | $1.54M | Hold |
48,545
| – | – | 0.99% | 35 |
|
|
2015
Q1 | $1.6M | Buy |
48,545
+5,375
| +12% | +$177K | 1.02% | 35 |
|
|
2014
Q4 | $1.28M | Buy |
+43,170
| New | +$1.28M | 0.83% | 40 |
|