Sigma Investment Counselors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,698
| Closed | -$310K | – | 194 |
|
|
2024
Q4 | $310K | Sell |
11,698
-59
| -0.5% | -$1.6K | 0.02% | 161 |
|
|
2024
Q3 | $340K | Sell |
11,757
-1,982
| -14% | -$57.8K | 0.02% | 153 |
|
|
2024
Q2 | $384K | Hold |
13,739
| – | – | 0.02% | 138 |
|
|
2024
Q1 | $381K | Sell |
13,739
-192
| -1% | -$5.33K | 0.02% | 145 |
|
|
2023
Q4 | $401K | Sell |
13,931
-1,486
| -10% | -$44.9K | 0.03% | 138 |
|
|
2023
Q3 | $511K | Sell |
15,417
-379
| -2% | -$13.4K | 0.04% | 122 |
|
|
2023
Q2 | $579K | Sell |
15,796
-858
| -5% | -$33.4K | 0.04% | 118 |
|
|
2023
Q1 | $680K | Buy |
16,654
+709
| +4% | +$30.6K | 0.05% | 113 |
|
|
2022
Q4 | $817K | Sell |
15,945
-1,075
| -6% | -$51.5K | 0.07% | 101 |
|
|
2022
Q3 | $745K | Buy |
17,020
+2,070
| +14% | +$101K | 0.06% | 104 |
|
|
2022
Q2 | $784K | Sell |
14,950
-6
| -0% | -$306 | 0.06% | 103 |
|
|
2022
Q1 | $774K | Sell |
14,956
-199
| -1% | -$10.3K | 0.06% | 109 |
|
|
2021
Q4 | $895K | Buy |
15,155
+256
| +2% | +$12.7K | 0.06% | 104 |
|
|
2021
Q3 | $641K | Buy |
14,899
+99
| +0.7% | +$4.39K | 0.05% | 115 |
|
|
2021
Q2 | $580K | Sell |
14,800
-665
| -4% | -$25.9K | 0.04% | 120 |
|
|
2021
Q1 | $560K | Sell |
15,465
-62
| -0.4% | -$2.2K | 0.05% | 117 |
|
|
2020
Q4 | $572K | Buy |
+15,527
| New | +$570K | 0.05% | 112 |
|
|
2020
Q3 | – | Sell |
-15,484
| Closed | -$480K | – | 149 |
|
|
2020
Q2 | $480K | Sell |
15,484
-265
| -2% | -$9K | 0.05% | 110 |
|
|
2020
Q1 | $488K | Sell |
15,749
-527
| -3% | -$18K | 0.06% | 102 |
|
|
2019
Q4 | $605K | Sell |
16,276
-736
| -4% | -$26.2K | 0.06% | 95 |
|
|
2019
Q3 | $580K | Buy |
17,012
+473
| +3% | +$17.2K | 0.07% | 94 |
|
|
2019
Q2 | $680K | Sell |
16,539
-1,040
| -6% | -$41.3K | 0.08% | 92 |
|
|
2019
Q1 | $708K | Buy |
17,579
+1,235
| +8% | +$49.5K | 0.09% | 90 |
|
|
2018
Q4 | $677K | Sell |
16,344
-173
| -1% | -$7.18K | 0.09% | 90 |
|
|
2018
Q3 | $691K | Buy |
+16,517
| New | +$636K | 0.09% | 86 |
|
|
2013
Q4 | – | Sell |
-19,382
| Closed | -$528K | – | 113 |
|
|
2013
Q3 | $528K | Buy |
19,382
+172
| +0.9% | +$4.68K | 0.12% | 78 |
|
|
2013
Q2 | $510K | Buy |
+19,210
| New | +$531K | 0.13% | 76 |
|
Other funds holding PFE
TIM
Sigma Investment Counselors's PFE Position: Q1 2025 in Review
Sigma Investment Counselors sold out of Pfizer (PFE) in Q1 2025, closing a stake of 11,698 shares — an estimated $310K sold.
Sigma Investment Counselors first reported a position in PFE in Q2 2013 and held it in 27 quarters. The position peaked at $895K in Q4 2021. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.
- Sigma Investment Counselors reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
- Sigma Investment Counselors sold 11,698 Pfizer shares in Q1 2025, an estimated $310K.
- Sigma Investment Counselors first reported a position in Pfizer in Q2 2013 and held it in 27 quarters.
- Sigma Investment Counselors's Pfizer position peaked at $895K in Q4 2021.
- 2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.
Based on Sigma Investment Counselors's 13F filing for Q1 2025, filed 30 Apr 2025.