Sheets Smith Wealth Management’s Pfizer PFE Stock Holding History

Sheets Smith Wealth Management’s Portfolio PFE Stock Details PFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$352K	Buy	14,609 +78	+0.5%	+$2.04K	0.04%	338
2026 Q1	$408K	Sell	14,531 -279	-2%	-$7.43K	0.05%	312
2025 Q4	$369K	Sell	14,810 -4,204	-22%	-$106K	0.04%	320
2025 Q3	$484K	Sell	19,014 -5,872	-24%	-$145K	0.05%	286
2025 Q2	$603K	Sell	24,886 -27,150	-52%	-$633K	0.07%	256
2025 Q1	$1.32M	Sell	52,036 -1,369	-3%	-$35.8K	0.16%	126
2024 Q4	$1.42M	Sell	53,405 -532	-1%	-$14.4K	0.17%	120
2024 Q3	$1.56M	Sell	53,937 -2,896	-5%	-$84.5K	0.19%	118
2024 Q2	$1.59M	Sell	56,833 -9,616	-14%	-$265K	0.19%	118
2024 Q1	$1.84M	Buy	66,449 +24,233	+57%	+$672K	0.21%	106
2023 Q4	$1.22M	Sell	42,216 -8,926	-17%	-$270K	0.17%	121
2023 Q3	$1.7M	Sell	51,142 -1,073	-2%	-$37.9K	0.26%	91
2023 Q2	$1.92M	Buy	52,215 +224	+0.4%	+$8.72K	0.28%	88
2023 Q1	$2.12M	Sell	51,991 -629	-1%	-$27.2K	0.32%	74
2022 Q4	$2.7M	Sell	52,620 -6	-0%	-$288	0.42%	58
2022 Q3	$2.3M	Sell	52,626 -801	-1%	-$38.9K	0.38%	65
2022 Q2	$2.8M	Sell	53,427 -2,094	-4%	-$107K	0.46%	54
2022 Q1	$2.87M	Sell	55,521 -4,239	-7%	-$220K	0.4%	66
2021 Q4	$3.53M	Buy	59,760 +5,142	+9%	+$255K	0.44%	59
2021 Q3	$2.35M	Buy	54,618 +5,750	+12%	+$255K	0.32%	78
2021 Q2	$1.91M	Buy	48,868 +793	+2%	+$30.8K	0.26%	92
2021 Q1	$1.74M	Buy	48,075 +585	+1%	+$20.8K	0.26%	101
2020 Q4	$1.75M	Sell	47,490 -2,908	-6%	-$107K	0.26%	95
2020 Q3	$1.75M	Buy	50,398 +3,048	+6%	+$107K	0.31%	82
2020 Q2	$1.47M	Buy	47,350 +2,547	+6%	+$86.5K	0.29%	84
2020 Q1	$1.39M	Sell	44,803 -3,087	-6%	-$105K	0.29%	84
2019 Q4	$1.78M	Sell	47,890 -2,695	-5%	-$96K	0.34%	74
2019 Q3	$1.72M	Buy	50,585 +287	+0.6%	+$10.4K	0.35%	78
2019 Q2	$2.07M	Buy	50,298 +230	+0.5%	+$9.13K	0.42%	69
2019 Q1	$2.02M	Sell	50,068 -255	-0.5%	-$10.2K	0.44%	63
2018 Q4	$2.08M	Sell	50,323 -348	-0.7%	-$14.4K	0.56%	51
2018 Q3	$2.12M	Buy	50,671 +235	+0.5%	+$9.05K	0.44%	60
2018 Q2	$1.74M	Sell	50,436 -231	-0.5%	-$7.89K	0.41%	64
2018 Q1	$1.71M	Buy	50,667 +249	+0.5%	+$8.56K	0.41%	66
2017 Q4	$1.73M	Buy	50,418 +416	+0.8%	+$14.2K	0.41%	69
2017 Q3	$1.69M	Sell	50,002 -735	-1%	-$23.6K	0.43%	67
2017 Q2	$1.62M	Sell	50,737 -115	-0.2%	-$3.63K	0.43%	72
2017 Q1	$1.65M	Sell	50,852 -4,622	-8%	-$146K	0.44%	70
2016 Q4	$1.71M	Buy	55,474 +11,025	+25%	+$337K	0.48%	61
2016 Q3	$1.43M	Sell	44,449 -355	-0.8%	-$11.9K	0.4%	71
2016 Q2	$1.5M	Buy	44,804 +1,389	+3%	+$44.3K	0.43%	67
2016 Q1	$1.22M	Buy	43,415 +8,632	+25%	+$247K	0.38%	72
2015 Q4	$1.06M	Buy	34,783 +459	+1%	+$14.4K	0.32%	83
2015 Q3	$1.02M	Sell	34,324 -85	-0.2%	-$2.73K	0.35%	82
2015 Q2	$1.09M	Sell	34,409 -2,606	-7%	-$84.9K	0.3%	104
2015 Q1	$1.22M	Buy	37,015 +158	+0.4%	+$5.02K	0.34%	88
2014 Q4	$1.09M	Buy	36,857 +795	+2%	+$22.8K	0.28%	102
2014 Q3	$1.01M	Sell	36,062 -1,394	-4%	-$39.1K	0.28%	111
2014 Q2	$1.05M	Sell	37,456 -1,031	-3%	-$29.4K	0.28%	104
2014 Q1	$1.17M	Buy	38,487 +168	+0.4%	+$5.01K	0.33%	82
2013 Q4	$1.11M	Buy	38,319 +1,722	+5%	+$50.1K	0.31%	82
2013 Q3	$997K	Buy	36,597 +3,717	+11%	+$101K	0.32%	81
2013 Q2	$874K	Buy	+32,880	New	+$908K	0.3%	87