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Palisades Hudson Asset Management’s Pfizer PFE Stock Holding History

Palisades Hudson Asset Management’s Portfolio PFE Stock Details PFE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,157
Closed -$237K – 98
2023
Q3 		$237K Sell
7,157
-54
-0.7% -$1.79K 0.13% 82
2023
Q2 		$265K Sell
7,211
-2,498
-26% -$91.8K 0.14% 77
2023
Q1 		$396K Sell
9,709
-903
-9% -$36.8K 0.21% 59
2022
Q4 		$544K Buy
10,612
+83
+0.8% +$4.26K 0.3% 45
2022
Q3 		$461K Sell
10,529
-1,614
-13% -$70.7K 0.28% 50
2022
Q2 		$636K Buy
12,143
+1,740
+17% +$91.1K 0.36% 37
2022
Q1 		$539K Hold
10,403
– – 0.25% 55
2021
Q4 		$614K Hold
10,403
– – 0.26% 50
2021
Q3 		$447K Hold
10,403
– – 0.2% 61
2021
Q2 		$407K Hold
10,403
– – 0.18% 66
2021
Q1 		$377K Hold
10,403
– – 0.18% 64
2020
Q4 		$383K Hold
10,403
– – 0.2% 61
2020
Q3 		$382K Hold
10,403
– – 0.25% 57
2020
Q2 		$340K Hold
10,403
– – 0.23% 59
2020
Q1 		$340K Hold
10,403
– – 0.29% 48
2019
Q4 		$408K Hold
10,403
– – 0.26% 50
2019
Q3 		$374K Hold
10,403
– – 0.26% 53
2019
Q2 		$451K Hold
10,403
– – 0.31% 45
2019
Q1 		$442K Sell
10,403
-7,006
-40% -$298K 0.29% 44
2018
Q4 		$760K Hold
17,409
– – 0.44% 28
2018
Q3 		$767K Sell
17,409
-2,827
-14% -$125K 0.4% 26
2018
Q2 		$734K Hold
20,236
– – 0.4% 26
2018
Q1 		$718K Hold
20,236
– – 0.39% 27
2017
Q4 		$733K Hold
20,236
– – 0.4% 26
2017
Q3 		$722K Hold
20,236
– – 0.41% 26
2017
Q2 		$680K Hold
20,236
– – 0.4% 25
2017
Q1 		$692K Sell
20,236
-443
-2% -$15.1K 0.44% 24
2016
Q4 		$672K Hold
20,679
– – 0.41% 24
2016
Q3 		$700K Hold
20,679
– – 0.54% 21
2016
Q2 		$728K Sell
20,679
-1,609
-7% -$56.6K 0.59% 21
2016
Q1 		$661K Hold
22,288
– – 0.52% 23
2015
Q4 		$719K Hold
22,288
– – 0.61% 23
2015
Q3 		$700K Hold
22,288
– – 0.62% 19
2015
Q2 		$747K Sell
22,288
-2,201
-9% -$73.8K 0.64% 15
2015
Q1 		$852K Hold
24,489
– – 0.66% 14
2014
Q4 		$763K Hold
24,489
– – 0.6% 14
2014
Q3 		$724K Buy
24,489
+5,749
+31% +$170K 0.59% 13
2014
Q2 		$556K Sell
18,740
-161
-0.9% -$4.78K 0.46% 16
2014
Q1 		$607K Buy
18,901
+161
+0.9% +$5.17K 0.52% 15
2013
Q4 		$574K Hold
18,740
– – 0.48% 16
2013
Q3 		$538K Hold
18,740
– – 0.48% 15
2013
Q2 		$525K Buy
+18,740
New +$525K 0.5% 16