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