Poehling Capital Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
63,927
+1,506
| +2% | +$36.5K | 0.36% | 59 |
|
|
2025
Q1 | $1.58M | Buy |
62,421
+2,408
| +4% | +$61K | 0.4% | 63 |
|
|
2024
Q4 | $1.59M | Buy |
60,013
+714
| +1% | +$18.9K | 0.39% | 66 |
|
|
2024
Q3 | $1.72M | Sell |
59,299
-40
| -0.1% | -$1.16K | 0.44% | 60 |
|
|
2024
Q2 | $1.66M | Buy |
59,339
+4,923
| +9% | +$138K | 0.45% | 62 |
|
|
2024
Q1 | $1.51M | Buy |
54,416
+4,609
| +9% | +$128K | 0.4% | 64 |
|
|
2023
Q4 | $1.43M | Sell |
49,807
-10,536
| -17% | -$303K | 0.45% | 63 |
|
|
2023
Q3 | $2M | Sell |
60,343
-16,739
| -22% | -$555K | 0.7% | 43 |
|
|
2023
Q2 | $2.83M | Buy |
77,082
+15,097
| +24% | +$554K | 0.96% | 33 |
|
|
2023
Q1 | $2.53M | Buy |
61,985
+10,638
| +21% | +$434K | 0.85% | 41 |
|
|
2022
Q4 | $2.63M | Sell |
51,347
-1,447
| -3% | -$74.1K | 0.99% | 31 |
|
|
2022
Q3 | $2.31M | Buy |
52,794
+3,653
| +7% | +$160K | 0.97% | 30 |
|
|
2022
Q2 | $2.58M | Buy |
49,141
+1,002
| +2% | +$52.5K | 0.97% | 32 |
|
|
2022
Q1 | $2.49M | Buy |
48,139
+6,212
| +15% | +$322K | 0.77% | 41 |
|
|
2021
Q4 | $2.48M | Sell |
41,927
-36,604
| -47% | -$2.16M | 0.8% | 43 |
|
|
2021
Q3 | $3.38M | Sell |
78,531
-2,838
| -3% | -$122K | 1.14% | 31 |
|
|
2021
Q2 | $3.19M | Buy |
81,369
+529
| +0.7% | +$20.7K | 1.01% | 38 |
|
|
2021
Q1 | $2.93M | Buy |
80,840
+2,746
| +4% | +$99.5K | 1.03% | 35 |
|
|
2020
Q4 | $2.88M | Sell |
78,094
-796
| -1% | -$29.3K | 1.14% | 33 |
|
|
2020
Q3 | $2.75M | Sell |
78,890
-779
| -1% | -$27.1K | 1.41% | 21 |
|
|
2020
Q2 | $2.47M | Buy |
79,669
+10,611
| +15% | +$329K | 1.33% | 24 |
|
|
2020
Q1 | $2.14M | Buy |
69,058
+63,399
| +1,120% | +$1.96M | 1.57% | 20 |
|
|
2019
Q4 | $210K | Buy |
+5,659
| New | +$210K | 0.14% | 103 |
|
|
2018
Q3 | – | Sell |
-2,281
| Closed | -$79K | – | 219 |
|
|
2018
Q2 | $79K | Sell |
2,281
-206
| -8% | -$7.14K | 0.07% | 130 |
|
|
2018
Q1 | $84K | Buy |
2,487
+1
| +0% | +$34 | 0.07% | 118 |
|
|
2017
Q4 | $85K | Buy |
+2,486
| New | +$85K | 0.07% | 121 |
|