Shelter Mutual Insurance’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Hold |
145,820
| – | – | 0.82% | 41 |
|
|
2025
Q1 | $3.7M | Hold |
145,820
| – | – | 0.89% | 39 |
|
|
2024
Q4 | $3.87M | Hold |
145,820
| – | – | 0.96% | 39 |
|
|
2024
Q3 | $4M | Hold |
145,820
| – | – | 0.96% | 39 |
|
|
2024
Q2 | $4.08M | Hold |
145,820
| – | – | 1.06% | 39 |
|
|
2024
Q1 | $4.05M | Hold |
145,820
| – | – | 1.04% | 37 |
|
|
2023
Q4 | $4.2M | Hold |
145,820
| – | – | 1.16% | 37 |
|
|
2023
Q3 | $4.84M | Hold |
145,820
| – | – | 1.35% | 34 |
|
|
2023
Q2 | $5.35M | Hold |
145,820
| – | – | 1.3% | 35 |
|
|
2023
Q1 | $5.95M | Hold |
145,820
| – | – | 1.66% | 29 |
|
|
2022
Q4 | $7.47M | Hold |
145,820
| – | – | 2.14% | 20 |
|
|
2022
Q3 | $6.38M | Hold |
145,820
| – | – | 2.07% | 21 |
|
|
2022
Q2 | $7.65M | Hold |
145,820
| – | – | 2.32% | 18 |
|
|
2022
Q1 | $7.55M | Hold |
145,820
| – | – | 1.98% | 22 |
|
|
2021
Q4 | $8.61M | Hold |
145,820
| – | – | 2.23% | 20 |
|
|
2021
Q3 | $6.27M | Hold |
145,820
| – | – | 1.77% | 26 |
|
|
2021
Q2 | $5.71M | Hold |
145,820
| – | – | 1.59% | 29 |
|
|
2021
Q1 | $5.28M | Hold |
145,820
| – | – | 1.48% | 31 |
|
|
2020
Q4 | $5.37M | Sell |
145,820
-7,874
| -5% | -$290K | 1.68% | 28 |
|
|
2020
Q3 | $5.35M | Hold |
153,694
| – | – | 1.84% | 25 |
|
|
2020
Q2 | $4.77M | Sell |
153,694
-23,747
| -13% | -$737K | 1.78% | 27 |
|
|
2020
Q1 | $5.5M | Hold |
177,441
| – | – | 2.3% | 19 |
|
|
2019
Q4 | $6.6M | Hold |
177,441
| – | – | 2.24% | 20 |
|
|
2019
Q3 | $6.05M | Hold |
177,441
| – | – | 1.77% | 22 |
|
|
2019
Q2 | $7.29M | Sell |
177,441
-17,022
| -9% | -$700K | 2.08% | 18 |
|
|
2019
Q1 | $7.84M | Sell |
194,463
-33,096
| -15% | -$1.33M | 2.31% | 19 |
|
|
2018
Q4 | $9.42M | Hold |
227,559
| – | – | 3.02% | 11 |
|
|
2018
Q3 | $9.52M | Hold |
227,559
| – | – | 2.66% | 15 |
|
|
2018
Q2 | $7.83M | Sell |
227,559
-25,190
| -10% | -$867K | 2.32% | 17 |
|
|
2018
Q1 | $8.51M | Hold |
252,749
| – | – | 2.54% | 20 |
|
|
2017
Q4 | $8.69M | Hold |
252,749
| – | – | 2.59% | 18 |
|
|
2017
Q3 | $8.56M | Sell |
252,749
-23,504
| -9% | -$796K | 2.67% | 15 |
|
|
2017
Q2 | $8.8M | Hold |
276,253
| – | – | 2.7% | 18 |
|
|
2017
Q1 | $8.97M | Sell |
276,253
-7,800
| -3% | -$253K | 2.75% | 16 |
|
|
2016
Q4 | $8.75M | Hold |
284,053
| – | – | 2.69% | 18 |
|
|
2016
Q3 | $9.13M | Hold |
284,053
| – | – | 2.83% | 17 |
|
|
2016
Q2 | $9.49M | Hold |
284,053
| – | – | 2.88% | 17 |
|
|
2016
Q1 | $7.99M | Hold |
284,053
| – | – | 2.45% | 20 |
|
|
2015
Q4 | $8.7M | Hold |
284,053
| – | – | 2.71% | 13 |
|
|
2015
Q3 | $8.47M | Hold |
284,053
| – | – | 2.77% | 14 |
|
|
2015
Q2 | $9.04M | Hold |
284,053
| – | – | 2.72% | 15 |
|
|
2015
Q1 | $9.38M | Hold |
284,053
| – | – | 2.94% | 13 |
|
|
2014
Q4 | $8.4M | Hold |
284,053
| – | – | 2.26% | 21 |
|
|
2014
Q3 | $7.97M | Hold |
284,053
| – | – | 2.19% | 22 |
|
|
2014
Q2 | $8M | Hold |
284,053
| – | – | 2.19% | 21 |
|
|
2014
Q1 | $8.66M | Hold |
284,053
| – | – | 2.38% | 19 |
|
|
2013
Q4 | $8.26M | Hold |
284,053
| – | – | 2.18% | 19 |
|
|
2013
Q3 | $7.74M | Hold |
284,053
| – | – | 2.21% | 19 |
|
|
2013
Q2 | $7.55M | Buy |
+284,053
| New | +$7.55M | 2.23% | 17 |
|