Roundview Capital’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Sell |
24,888
-4,381
| -15% | -$106K | 0.04% | 251 |
|
|
2025
Q1 | $742K | Sell |
29,269
-10,425
| -26% | -$264K | 0.05% | 227 |
|
|
2024
Q4 | $1.05M | Sell |
39,694
-1,218
| -3% | -$32.3K | 0.07% | 209 |
|
|
2024
Q3 | $1.18M | Sell |
40,912
-1,829
| -4% | -$52.9K | 0.09% | 204 |
|
|
2024
Q2 | $1.2M | Sell |
42,741
-4,117
| -9% | -$115K | 0.09% | 186 |
|
|
2024
Q1 | $1.3M | Sell |
46,858
-3,762
| -7% | -$104K | 0.11% | 181 |
|
|
2023
Q4 | $1.46M | Sell |
50,620
-10,577
| -17% | -$305K | 0.13% | 153 |
|
|
2023
Q3 | $2.03M | Sell |
61,197
-2,314
| -4% | -$76.8K | 0.2% | 110 |
|
|
2023
Q2 | $2.33M | Buy |
63,511
+500
| +0.8% | +$18.3K | 0.23% | 103 |
|
|
2023
Q1 | $2.57M | Sell |
63,011
-3,363
| -5% | -$137K | 0.27% | 93 |
|
|
2022
Q4 | $3.4M | Buy |
66,374
+2,416
| +4% | +$124K | 0.39% | 74 |
|
|
2022
Q3 | $2.8M | Sell |
63,958
-184
| -0.3% | -$8.05K | 0.35% | 75 |
|
|
2022
Q2 | $3.36M | Sell |
64,142
-588
| -0.9% | -$30.8K | 0.4% | 68 |
|
|
2022
Q1 | $3.35M | Buy |
64,730
+970
| +2% | +$50.2K | 0.34% | 82 |
|
|
2021
Q4 | $3.77M | Sell |
63,760
-2,919
| -4% | -$172K | 0.38% | 70 |
|
|
2021
Q3 | $2.87M | Buy |
66,679
+12,627
| +23% | +$543K | 0.32% | 85 |
|
|
2021
Q2 | $2.12M | Sell |
54,052
-8,251
| -13% | -$323K | 0.24% | 111 |
|
|
2021
Q1 | $2.26M | Sell |
62,303
-2,687
| -4% | -$97.3K | 0.28% | 90 |
|
|
2020
Q4 | $2.39M | Sell |
64,990
-5,472
| -8% | -$201K | 0.33% | 80 |
|
|
2020
Q3 | $2.45M | Sell |
70,462
-155
| -0.2% | -$5.4K | 0.38% | 66 |
|
|
2020
Q2 | $2.19M | Sell |
70,617
-5,635
| -7% | -$175K | 0.37% | 68 |
|
|
2020
Q1 | $2.36M | Sell |
76,252
-9,014
| -11% | -$279K | 0.5% | 51 |
|
|
2019
Q4 | $3.17M | Sell |
85,266
-3,803
| -4% | -$141K | 0.6% | 42 |
|
|
2019
Q3 | $3.04M | Buy |
89,069
+6,148
| +7% | +$210K | 0.66% | 39 |
|
|
2019
Q2 | $3.41M | Sell |
82,921
-1,591
| -2% | -$65.4K | 0.77% | 30 |
|
|
2019
Q1 | $3.41M | Buy |
84,512
+7,159
| +9% | +$288K | 0.81% | 32 |
|
|
2018
Q4 | $3.2M | Buy |
77,353
+5,951
| +8% | +$246K | 0.9% | 28 |
|
|
2018
Q3 | $2.99M | Buy |
71,402
+12,887
| +22% | +$539K | 0.74% | 33 |
|
|
2018
Q2 | $2.01M | Buy |
58,515
+57
| +0.1% | +$1.96K | 0.53% | 56 |
|
|
2018
Q1 | $1.97M | Sell |
58,458
-6,582
| -10% | -$222K | 0.55% | 53 |
|
|
2017
Q4 | $2.24M | Buy |
65,040
+222
| +0.3% | +$7.63K | 0.58% | 53 |
|
|
2017
Q3 | $2.2M | Sell |
64,818
-4,449
| -6% | -$151K | 0.63% | 48 |
|
|
2017
Q2 | $2.21M | Buy |
69,267
+11,113
| +19% | +$354K | 0.64% | 47 |
|
|
2017
Q1 | $1.89M | Buy |
58,154
+26
| +0% | +$844 | 0.59% | 60 |
|
|
2016
Q4 | $1.79M | Buy |
58,128
+5,059
| +10% | +$156K | 0.57% | 58 |
|
|
2016
Q3 | $1.71M | Buy |
53,069
+1,012
| +2% | +$32.5K | 0.6% | 52 |
|
|
2016
Q2 | $1.74M | Sell |
52,057
-1,318
| -2% | -$44K | 0.64% | 50 |
|
|
2016
Q1 | $1.5M | Sell |
53,375
-5,091
| -9% | -$143K | 0.56% | 57 |
|
|
2015
Q4 | $1.79M | Buy |
58,466
+3,329
| +6% | +$102K | 0.71% | 43 |
|
|
2015
Q3 | $1.64M | Buy |
55,137
+14,603
| +36% | +$435K | 0.7% | 39 |
|
|
2015
Q2 | $1.29M | Sell |
40,534
-524
| -1% | -$16.7K | 0.49% | 65 |
|
|
2015
Q1 | $1.36M | Buy |
41,058
+1,160
| +3% | +$38.3K | 0.54% | 61 |
|
|
2014
Q4 | $1.18M | Sell |
39,898
-1,642
| -4% | -$48.5K | 0.48% | 70 |
|
|
2014
Q3 | $1.17M | Sell |
41,540
-1,270
| -3% | -$35.6K | 0.52% | 63 |
|
|
2014
Q2 | $1.21M | Buy |
42,810
+2,914
| +7% | +$82.1K | 0.49% | 75 |
|
|
2014
Q1 | $1.22M | Sell |
39,896
-2,035
| -5% | -$62K | 0.59% | 62 |
|
|
2013
Q4 | $1.22M | Sell |
41,931
-373
| -0.9% | -$10.8K | 0.56% | 63 |
|
|
2013
Q3 | $1.15M | Buy |
42,304
+337
| +0.8% | +$9.19K | 0.6% | 58 |
|
|
2013
Q2 | $1.12M | Buy |
+41,967
| New | +$1.12M | 0.7% | 47 |
|