Shepherd Kaplan Krochuk’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Sell |
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|
2025
Q1 | $962K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $874K | Sell |
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|
2024
Q2 | $883K | Sell |
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|
2024
Q1 | $882K | Buy |
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|
2023
Q4 | $857K | Buy |
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|
2018
Q2 | – | Hold |
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|
2018
Q1 | – | Hold |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $202K | Sell |
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|
2015
Q3 | $351K | Hold |
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|
2015
Q2 | $375K | Hold |
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|
2015
Q1 | $389K | Hold |
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|
2014
Q4 | $349K | Hold |
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|
2014
Q3 | $331K | Buy |
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|
2014
Q2 | $272K | Hold |
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|
2014
Q1 | $295K | Sell |
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|
2013
Q4 | $393K | Hold |
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|
2013
Q3 | $368K | Hold |
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|
2013
Q2 | $359K | Buy |
|