Pettee Investors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
75,398
-1,120
| -1% | -$27.1K | 1.09% | 30 |
|
|
2025
Q1 | $1.94M | Sell |
76,518
-19,648
| -20% | -$498K | 1.16% | 29 |
|
|
2024
Q4 | $2.55M | Sell |
96,166
-1,600
| -2% | -$42.4K | 1.3% | 23 |
|
|
2024
Q3 | $2.83M | Hold |
97,766
| – | – | 1.38% | 20 |
|
|
2024
Q2 | $2.74M | Sell |
97,766
-23,898
| -20% | -$669K | 1.32% | 26 |
|
|
2024
Q1 | $3.38M | Sell |
121,664
-875
| -0.7% | -$24.3K | 1.43% | 23 |
|
|
2023
Q4 | $3.53M | Sell |
122,539
-6,541
| -5% | -$188K | 1.56% | 13 |
|
|
2023
Q3 | $4.28M | Sell |
129,080
-4,995
| -4% | -$166K | 2.03% | 11 |
|
|
2023
Q2 | $4.92M | Hold |
134,075
| – | – | 2.22% | 9 |
|
|
2023
Q1 | $5.47M | Buy |
134,075
+965
| +0.7% | +$39.4K | 2.62% | 9 |
|
|
2022
Q4 | $6.82M | Buy |
133,110
+870
| +0.7% | +$44.6K | 3.35% | 3 |
|
|
2022
Q3 | $5.79M | Sell |
132,240
-875
| -0.7% | -$38.3K | 3.11% | 4 |
|
|
2022
Q2 | $6.98M | Sell |
133,115
-248
| -0.2% | -$13K | 3.47% | 3 |
|
|
2022
Q1 | $6.9M | Hold |
133,363
| – | – | 3.04% | 5 |
|
|
2021
Q4 | $7.88M | Hold |
133,363
| – | – | 3.3% | 4 |
|
|
2021
Q3 | $5.74M | Sell |
133,363
-169
| -0.1% | -$7.27K | 2.67% | 5 |
|
|
2021
Q2 | $5.23M | Sell |
133,532
-1,683
| -1% | -$65.9K | 2.46% | 7 |
|
|
2021
Q1 | $4.9M | Sell |
135,215
-500
| -0.4% | -$18.1K | 2.37% | 8 |
|
|
2020
Q4 | $5M | Sell |
135,715
-7,012
| -5% | -$258K | 2.65% | 8 |
|
|
2020
Q3 | $4.97M | Sell |
142,727
-142
| -0.1% | -$4.95K | 2.88% | 6 |
|
|
2020
Q2 | $4.43M | Hold |
142,869
| – | – | 2.74% | 8 |
|
|
2020
Q1 | $4.43M | Hold |
142,869
| – | – | 3.19% | 5 |
|
|
2019
Q4 | $5.31M | Sell |
142,869
-421
| -0.3% | -$15.7K | 3.03% | 3 |
|
|
2019
Q3 | $4.89M | Hold |
143,290
| – | – | 3.07% | 4 |
|
|
2019
Q2 | $5.89M | Sell |
143,290
-1,051
| -0.7% | -$43.2K | 3.74% | 3 |
|
|
2019
Q1 | $5.82M | Buy |
144,341
+422
| +0.3% | +$17K | 3.67% | 3 |
|
|
2018
Q4 | $5.96M | Sell |
143,919
-11,676
| -8% | -$484K | 4.23% | 3 |
|
|
2018
Q3 | $6.51M | Hold |
155,595
| – | – | 3.84% | 3 |
|
|
2018
Q2 | $5.36M | Hold |
155,595
| – | – | 3.38% | 4 |
|
|
2018
Q1 | $5.24M | Hold |
155,595
| – | – | 3.25% | 3 |
|
|
2017
Q4 | $5.35M | Hold |
155,595
| – | – | 3.24% | 4 |
|
|
2017
Q3 | $5.27M | Sell |
155,595
-377
| -0.2% | -$12.8K | 3.4% | 4 |
|
|
2017
Q2 | $4.97M | Hold |
155,972
| – | – | 4.41% | 4 |
|
|
2017
Q1 | $5.06M | Sell |
155,972
-268
| -0.2% | -$8.7K | 4.58% | 4 |
|
|
2016
Q4 | $4.81M | Hold |
156,240
| – | – | 4.58% | 4 |
|
|
2016
Q3 | $5.02M | Buy |
156,240
+53
| +0% | +$1.7K | 4.86% | 4 |
|
|
2016
Q2 | $5.22M | Hold |
156,187
| – | – | 5.05% | 4 |
|
|
2016
Q1 | $4.39M | Sell |
156,187
-30,882
| -17% | -$868K | 4.54% | 4 |
|
|
2015
Q4 | $5.73M | Hold |
187,069
| – | – | 5.51% | 4 |
|
|
2015
Q3 | $5.58M | Buy |
187,069
+1,897
| +1% | +$56.5K | 5.83% | 4 |
|
|
2015
Q2 | $5.89M | Sell |
185,172
-2
| -0% | -$64 | 5.73% | 4 |
|
|
2015
Q1 | $6.11M | Hold |
185,174
| – | – | 5.93% | 4 |
|
|
2014
Q4 | $5.47M | Buy |
185,174
+895
| +0.5% | +$26.5K | 5.25% | 4 |
|
|
2014
Q3 | $5.17M | Sell |
184,279
-26,091
| -12% | -$732K | 5.08% | 4 |
|
|
2014
Q2 | $5.92M | Hold |
210,370
| – | – | 5.39% | 4 |
|
|
2014
Q1 | $6.41M | Hold |
210,370
| – | – | 6.02% | 4 |
|
|
2013
Q4 | $6.11M | Buy |
+210,370
| New | +$6.11M | 5.75% | 4 |
|