Sanders Morris Harris’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-14,915
| Closed | -$373K | – | 265 |
|
2025
Q1 | $373K | Hold |
14,915
| – | – | 0.06% | 183 |
|
2024
Q4 | $396K | Sell |
14,915
-1,000
| -6% | -$26.6K | 0.06% | 187 |
|
2024
Q3 | $461K | Buy |
15,915
+1,200
| +8% | +$34.7K | 0.08% | 167 |
|
2024
Q2 | $412K | Hold |
14,715
| – | – | 0.07% | 179 |
|
2024
Q1 | $408K | Buy |
+14,715
| New | +$408K | 0.08% | 180 |
|
2023
Q4 | – | Sell |
-78,770
| Closed | -$2.65M | – | 224 |
|
2023
Q3 | $2.65M | Buy |
78,770
+64,055
| +435% | +$2.15M | 0.54% | 31 |
|
2023
Q2 | $540K | Buy |
14,715
+6,460
| +78% | +$237K | 0.12% | 127 |
|
2023
Q1 | $337K | Sell |
8,255
-6,216
| -43% | -$254K | 0.12% | 82 |
|
2022
Q4 | $741K | Hold |
14,471
| – | – | 0.28% | 80 |
|
2022
Q3 | $635K | Hold |
14,471
| – | – | 0.16% | 108 |
|
2022
Q2 | $758K | Hold |
14,471
| – | – | 0.17% | 92 |
|
2022
Q1 | $749K | Hold |
14,471
| – | – | 0.15% | 109 |
|
2021
Q4 | $842K | Hold |
14,471
| – | – | 0.15% | 102 |
|
2021
Q3 | $621K | Sell |
14,471
-26,390
| -65% | -$1.13M | 0.11% | 136 |
|
2021
Q2 | $1.6M | Sell |
40,861
-9,977
| -20% | -$392K | 0.31% | 66 |
|
2021
Q1 | $1.83M | Buy |
50,838
+1,016
| +2% | +$36.6K | 0.39% | 47 |
|
2020
Q4 | $1.84M | Sell |
49,822
-2,374
| -5% | -$87.5K | 0.42% | 48 |
|
2020
Q3 | $1.82M | Buy |
+52,196
| New | +$1.82M | 0.5% | 43 |
|
2020
Q2 | – | Sell |
-33,541
| Closed | -$580K | – | 177 |
|
2020
Q1 | $580K | Buy |
33,541
+7,140
| +27% | +$123K | 0.57% | 46 |
|
2019
Q4 | $1.01M | Buy |
26,401
+5,929
| +29% | +$228K | 0.23% | 110 |
|
2019
Q3 | $684K | Hold |
20,472
| – | – | 0.17% | 122 |
|
2019
Q2 | $846K | Buy |
20,472
+11,573
| +130% | +$478K | 0.22% | 100 |
|
2019
Q1 | $359K | Sell |
8,899
-94
| -1% | -$3.79K | 0.17% | 77 |
|
2018
Q4 | $372K | Sell |
8,993
-328
| -4% | -$13.6K | 0.2% | 69 |
|
2018
Q3 | $390K | Sell |
9,321
-2,144
| -19% | -$89.7K | 0.18% | 80 |
|
2018
Q2 | $395K | Hold |
11,465
| – | – | 0.18% | 81 |
|
2018
Q1 | $386K | Buy |
11,465
+3,235
| +39% | +$109K | 0.16% | 89 |
|
2017
Q4 | $283K | Hold |
8,230
| – | – | 0.12% | 92 |
|
2017
Q3 | $279K | Hold |
8,230
| – | – | 0.12% | 99 |
|
2017
Q2 | $262K | Sell |
8,230
-2,933
| -26% | -$93.4K | 0.11% | 97 |
|
2017
Q1 | $362K | Hold |
11,163
| – | – | 0.13% | 91 |
|
2016
Q4 | $344K | Sell |
11,163
-843
| -7% | -$26K | 0.16% | 76 |
|
2016
Q3 | $385K | Sell |
12,006
-2,826
| -19% | -$90.6K | 0.12% | 104 |
|
2016
Q2 | $495K | Sell |
14,832
-21,680
| -59% | -$724K | 0.12% | 145 |
|
2016
Q1 | $1.03M | Buy |
+36,512
| New | +$1.03M | 0.18% | 114 |
|