Obermeyer Wealth Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $715K | Sell |
29,512
-3,696
| -11% | -$89.6K | 0.04% | 130 |
|
|
2025
Q1 | $841K | Buy |
33,208
+2,259
| +7% | +$57.2K | 0.04% | 113 |
|
|
2024
Q4 | $821K | Sell |
30,949
-1,150
| -4% | -$30.5K | 0.04% | 113 |
|
|
2024
Q3 | $929K | Sell |
32,099
-618
| -2% | -$17.9K | 0.05% | 109 |
|
|
2024
Q2 | $915K | Hold |
32,717
| – | – | 0.05% | 105 |
|
|
2024
Q1 | $908K | Sell |
32,717
-3,031
| -8% | -$84.1K | 0.05% | 99 |
|
|
2023
Q4 | $1.03M | Sell |
35,748
-3,984
| -10% | -$115K | 0.07% | 73 |
|
|
2023
Q3 | $1.32M | Buy |
39,732
+715
| +2% | +$23.7K | 0.1% | 58 |
|
|
2023
Q2 | $1.43M | Sell |
39,017
-300
| -0.8% | -$11K | 0.1% | 59 |
|
|
2023
Q1 | $1.6M | Sell |
39,317
-11,589
| -23% | -$473K | 0.12% | 59 |
|
|
2022
Q4 | $2.61M | Buy |
50,906
+4,433
| +10% | +$227K | 0.2% | 43 |
|
|
2022
Q3 | $2.03M | Buy |
46,473
+10,126
| +28% | +$443K | 0.16% | 47 |
|
|
2022
Q2 | $1.91M | Buy |
36,347
+1,837
| +5% | +$96.3K | 0.14% | 49 |
|
|
2022
Q1 | $1.79M | Buy |
34,510
+873
| +3% | +$45.2K | 0.11% | 55 |
|
|
2021
Q4 | $1.99M | Buy |
33,637
+1,228
| +4% | +$72.5K | 0.11% | 51 |
|
|
2021
Q3 | $1.39M | Buy |
32,409
+51
| +0.2% | +$2.19K | 0.08% | 59 |
|
|
2021
Q2 | $1.27M | Buy |
32,358
+1,780
| +6% | +$69.7K | 0.07% | 68 |
|
|
2021
Q1 | $1.11M | Buy |
30,578
+10,109
| +49% | +$366K | 0.07% | 69 |
|
|
2020
Q4 | $753K | Buy |
20,469
+1,861
| +10% | +$68.5K | 0.05% | 68 |
|
|
2020
Q3 | $648K | Buy |
18,608
+2,370
| +15% | +$82.5K | 0.05% | 70 |
|
|
2020
Q2 | $504K | Buy |
16,238
+7,085
| +77% | +$220K | 0.04% | 79 |
|
|
2020
Q1 | $283K | Sell |
9,153
-1,391
| -13% | -$43K | 0.03% | 93 |
|
|
2019
Q4 | $392K | Sell |
10,544
-665
| -6% | -$24.7K | 0.03% | 90 |
|
|
2019
Q3 | $382K | Buy |
11,209
+2,159
| +24% | +$73.6K | 0.04% | 89 |
|
|
2019
Q2 | $372K | Buy |
9,050
+950
| +12% | +$39.1K | 0.03% | 90 |
|
|
2019
Q1 | $326K | Sell |
8,100
-852
| -10% | -$34.3K | 0.03% | 91 |
|
|
2018
Q4 | $371K | Hold |
8,952
| – | – | 0.04% | 85 |
|
|
2018
Q3 | $374K | Buy |
8,952
+1,484
| +20% | +$62K | 0.03% | 88 |
|
|
2018
Q2 | $257K | Hold |
7,468
| – | – | 0.02% | 97 |
|
|
2018
Q1 | $251K | Sell |
7,468
-4,333
| -37% | -$146K | 0.02% | 101 |
|
|
2017
Q4 | $406K | Buy |
11,801
+1,443
| +14% | +$49.6K | 0.04% | 89 |
|
|
2017
Q3 | $351K | Sell |
10,358
-2,434
| -19% | -$82.5K | 0.03% | 88 |
|
|
2017
Q2 | $408K | Sell |
12,792
-833
| -6% | -$26.6K | 0.04% | 87 |
|
|
2017
Q1 | $442K | Hold |
13,625
| – | – | 0.04% | 90 |
|
|
2016
Q4 | $420K | Sell |
13,625
-1,179
| -8% | -$36.3K | 0.04% | 89 |
|
|
2016
Q3 | $476K | Buy |
14,804
+7,777
| +111% | +$250K | 0.05% | 79 |
|
|
2016
Q2 | $235K | Buy |
+7,027
| New | +$235K | 0.02% | 116 |
|
|
2016
Q1 | – | Sell |
-7,026
| Closed | -$215K | – | 130 |
|
|
2015
Q4 | $215K | Buy |
+7,026
| New | +$215K | 0.02% | 113 |
|
|
2013
Q3 | – | Sell |
-2,267
| Closed | -$60K | – | 215 |
|
|
2013
Q2 | $60K | Buy |
+2,267
| New | +$60K | 0.02% | 110 |
|