PDM
Penn Davis McFarland’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
120,365
+20,295
| +20% | +$492K | 0.33% | 40 |
|
|
2025
Q1 | $2.54M | Sell |
100,070
-390
| -0.4% | -$9.88K | 0.3% | 43 |
|
|
2024
Q4 | $2.67M | Sell |
100,460
-1,370
| -1% | -$36.3K | 0.29% | 46 |
|
|
2024
Q3 | $2.95M | Buy |
+101,830
| New | +$2.95M | 0.33% | 41 |
|
|
2021
Q2 | – | Sell |
-6,107
| Closed | -$221K | – | 51 |
|
|
2021
Q1 | $221K | Sell |
6,107
-6,000
| -50% | -$217K | 0.04% | 46 |
|
|
2020
Q4 | $446K | Buy |
12,107
+346
| +3% | +$12.7K | 0.1% | 35 |
|
|
2020
Q3 | $432K | Buy |
+11,761
| New | +$432K | 0.11% | 33 |
|
|
2020
Q1 | – | Sell |
-5,761
| Closed | -$226K | – | 49 |
|
|
2019
Q4 | $226K | Buy |
5,761
+190
| +3% | +$7.45K | 0.07% | 42 |
|
|
2019
Q3 | $200K | Buy |
+5,571
| New | +$200K | 0.06% | 39 |
|