Ritholtz Wealth Management’s Pfizer PFE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.16M Buy
89,008
+37,209
+72% +$902K 0.05% 277
2025
Q1
$1.31M Buy
51,799
+18,309
+55% +$464K 0.04% 339
2024
Q4
$888K Sell
33,490
-21,777
-39% -$578K 0.03% 396
2024
Q3
$1.6M Buy
55,267
+11,519
+26% +$333K 0.05% 278
2024
Q2
$1.22M Buy
43,748
+3,013
+7% +$84.3K 0.04% 305
2024
Q1
$1.13M Buy
40,735
+7,870
+24% +$218K 0.04% 327
2023
Q4
$946K Buy
32,865
+4,608
+16% +$133K 0.04% 343
2023
Q3
$937K Sell
28,257
-16,195
-36% -$537K 0.04% 298
2023
Q2
$1.63M Sell
44,452
-5,982
-12% -$219K 0.07% 176
2023
Q1
$2.06M Sell
50,434
-17,654
-26% -$720K 0.1% 124
2022
Q4
$3.49M Sell
68,088
-32,353
-32% -$1.66M 0.19% 78
2022
Q3
$4.4M Buy
100,441
+29,634
+42% +$1.3M 0.23% 55
2022
Q2
$3.71M Buy
70,807
+12,750
+22% +$668K 0.23% 52
2022
Q1
$3.01M Buy
58,057
+3,740
+7% +$194K 0.2% 54
2021
Q4
$3.21M Buy
54,317
+7,965
+17% +$470K 0.2% 51
2021
Q3
$1.99M Buy
46,352
+2,537
+6% +$109K 0.14% 74
2021
Q2
$1.72M Buy
43,815
+3,617
+9% +$142K 0.12% 81
2021
Q1
$1.46M Buy
40,198
+1,561
+4% +$56.5K 0.12% 79
2020
Q4
$1.42M Buy
38,637
+9,432
+32% +$347K 0.14% 67
2020
Q3
$1.02M Buy
29,205
+3,375
+13% +$118K 0.11% 77
2020
Q2
$801K Buy
25,830
+9,454
+58% +$293K 0.1% 80
2020
Q1
$507K Buy
16,376
+5,155
+46% +$160K 0.08% 74
2019
Q4
$417K Sell
11,221
-1,644
-13% -$61.1K 0.06% 94
2019
Q3
$439K Buy
12,865
+1,549
+14% +$52.9K 0.07% 81
2019
Q2
$465K Sell
11,316
-1,175
-9% -$48.3K 0.08% 74
2019
Q1
$503K Buy
12,491
+689
+6% +$27.7K 0.09% 73
2018
Q4
$489K Buy
11,802
+682
+6% +$28.3K 0.11% 69
2018
Q3
$465K Buy
11,120
+1,112
+11% +$46.5K 0.12% 65
2018
Q2
$344K Buy
10,008
+2,166
+28% +$74.5K 0.09% 81
2018
Q1
$264K Sell
7,842
-1,567
-17% -$52.8K 0.08% 92
2017
Q4
$323K Buy
9,409
+834
+10% +$28.6K 0.1% 87
2017
Q3
$290K Buy
+8,575
New +$290K 0.11% 59