PAM
Peak Asset Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $697K | Buy |
28,768
+402
| +1% | +$9.75K | 0.13% | 79 |
|
|
2025
Q1 | $719K | Buy |
28,366
+2
| +0% | +$51 | 0.14% | 79 |
|
|
2024
Q4 | $753K | Buy |
28,364
+2
| +0% | +$53 | 0.14% | 79 |
|
|
2024
Q3 | $821K | Buy |
28,362
+1
| +0% | +$29 | 0.15% | 78 |
|
|
2024
Q2 | $794K | Sell |
28,361
-1,958
| -6% | -$54.8K | 0.16% | 77 |
|
|
2024
Q1 | $841K | Buy |
30,319
+2
| +0% | +$55 | 0.17% | 81 |
|
|
2023
Q4 | $873K | Sell |
30,317
-2,644
| -8% | -$76.1K | 0.19% | 77 |
|
|
2023
Q3 | $1.09M | Sell |
32,961
-400
| -1% | -$13.3K | 0.26% | 72 |
|
|
2023
Q2 | $1.22M | Buy |
33,361
+1
| +0% | +$37 | 0.28% | 66 |
|
|
2023
Q1 | $1.36M | Sell |
33,360
-999
| -3% | -$40.8K | 0.33% | 63 |
|
|
2022
Q4 | $1.76M | Sell |
34,359
-811
| -2% | -$41.6K | 0.46% | 47 |
|
|
2022
Q3 | $1.54M | Buy |
35,170
+107
| +0.3% | +$4.68K | 0.44% | 49 |
|
|
2022
Q2 | $1.84M | Sell |
35,063
-80
| -0.2% | -$4.19K | 0.5% | 44 |
|
|
2022
Q1 | $1.82M | Sell |
35,143
-910
| -3% | -$47.1K | 0.42% | 46 |
|
|
2021
Q4 | $2.13M | Sell |
36,053
-238
| -0.7% | -$14.1K | 0.49% | 42 |
|
|
2021
Q3 | $1.56M | Sell |
36,291
-800
| -2% | -$34.4K | 0.38% | 48 |
|
|
2021
Q2 | $1.45M | Buy |
37,091
+1,528
| +4% | +$59.8K | 0.36% | 48 |
|
|
2021
Q1 | $1.29M | Sell |
35,563
-937
| -3% | -$33.9K | 0.31% | 59 |
|
|
2020
Q4 | $1.34M | Sell |
36,500
-535
| -1% | -$93.3K | 0.35% | 53 |
|
|
2020
Q3 | $1.36M | Buy |
37,035
+607
| +2% | +$22.3K | 0.41% | 51 |
|
|
2020
Q2 | $1.19M | Buy |
36,428
+8,242
| +29% | +$269K | 0.38% | 47 |
|
|
2020
Q1 | $920K | Sell |
28,186
-3,071
| -10% | -$100K | 0.35% | 47 |
|
|
2019
Q4 | $1.23M | Buy |
31,257
+34
| +0.1% | +$1.34K | 0.37% | 50 |
|
|
2019
Q3 | $1.12M | Hold |
31,223
| – | – | 0.37% | 50 |
|
|
2019
Q2 | $1.35M | Sell |
31,223
-1,000
| -3% | -$43.3K | 0.44% | 45 |
|
|
2019
Q1 | $1.37M | Sell |
32,223
-1,198
| -4% | -$50.9K | 0.47% | 44 |
|
|
2018
Q4 | $1.46M | Hold |
33,421
| – | – | 0.55% | 43 |
|
|
2018
Q3 | $1.47M | Sell |
33,421
-515
| -2% | -$22.7K | 0.5% | 43 |
|
|
2018
Q2 | $1.23M | Sell |
33,936
-3,210
| -9% | -$116K | 0.45% | 42 |
|
|
2018
Q1 | $1.32M | Sell |
37,146
-1,842
| -5% | -$65.3K | 0.48% | 43 |
|
|
2017
Q4 | $1.41M | Sell |
38,988
-1,200
| -3% | -$43.5K | 0.52% | 42 |
|
|
2017
Q3 | $1.44M | Sell |
40,188
-3,000
| -7% | -$107K | 0.51% | 45 |
|
|
2017
Q2 | $1.45M | Buy |
43,188
+8,969
| +26% | +$301K | 0.54% | 44 |
|
|
2017
Q1 | $1.17M | Sell |
34,219
-1,300
| -4% | -$44.5K | 0.44% | 50 |
|
|
2016
Q4 | $1.15M | Buy |
35,519
+300
| +0.9% | +$9.74K | 0.46% | 50 |
|
|
2016
Q3 | $1.19M | Sell |
35,219
-265
| -0.7% | -$8.97K | 0.5% | 50 |
|
|
2016
Q2 | $1.25M | Buy |
35,484
+150
| +0.4% | +$5.28K | 0.55% | 47 |
|
|
2016
Q1 | $1.05M | Hold |
35,334
| – | – | 0.5% | 44 |
|
|
2015
Q4 | $1.14M | Buy |
35,334
+6,945
| +24% | +$224K | 0.56% | 40 |
|
|
2015
Q3 | $892K | Buy |
28,389
+1,960
| +7% | +$61.6K | 0.48% | 44 |
|
|
2015
Q2 | $886K | Buy |
26,429
+1,141
| +5% | +$38.2K | 0.46% | 46 |
|
|
2015
Q1 | $880K | Buy |
25,288
+192
| +0.8% | +$6.7K | 0.44% | 45 |
|
|
2014
Q4 | $782K | Buy |
+25,096
| New | +$782K | 0.41% | 48 |
|