Sigma Investment Counselors’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,698
Closed -$310K 194
2024
Q4
$310K Sell
11,698
-59
-0.5% -$1.57K 0.02% 161
2024
Q3
$340K Sell
11,757
-1,982
-14% -$57.4K 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% -$42.8K 0.03% 138
2023
Q3
$511K Sell
15,417
-379
-2% -$12.6K 0.04% 122
2023
Q2
$579K Sell
15,796
-858
-5% -$31.5K 0.04% 118
2023
Q1
$680K Buy
16,654
+709
+4% +$28.9K 0.05% 113
2022
Q4
$817K Sell
15,945
-1,075
-6% -$55.1K 0.07% 101
2022
Q3
$745K Buy
17,020
+2,070
+14% +$90.6K 0.06% 104
2022
Q2
$784K Sell
14,950
-6
-0% -$315 0.06% 103
2022
Q1
$774K Sell
14,956
-199
-1% -$10.3K 0.06% 109
2021
Q4
$895K Buy
15,155
+256
+2% +$15.1K 0.06% 104
2021
Q3
$641K Buy
14,899
+99
+0.7% +$4.26K 0.05% 115
2021
Q2
$580K Sell
14,800
-665
-4% -$26.1K 0.04% 120
2021
Q1
$560K Sell
15,465
-62
-0.4% -$2.25K 0.05% 117
2020
Q4
$572K Buy
+15,527
New +$572K 0.05% 112
2020
Q3
Sell
-15,484
Closed -$480K 148
2020
Q2
$480K Sell
15,484
-265
-2% -$8.22K 0.05% 110
2020
Q1
$488K Sell
15,749
-527
-3% -$16.3K 0.06% 102
2019
Q4
$605K Sell
16,276
-736
-4% -$27.4K 0.06% 95
2019
Q3
$580K Buy
17,012
+473
+3% +$16.1K 0.07% 94
2019
Q2
$680K Sell
16,539
-1,040
-6% -$42.8K 0.08% 92
2019
Q1
$708K Buy
17,579
+1,235
+8% +$49.7K 0.09% 90
2018
Q4
$677K Sell
16,344
-173
-1% -$7.17K 0.09% 90
2018
Q3
$691K Buy
+16,517
New +$691K 0.09% 86
2013
Q4
Sell
-19,382
Closed -$528K 113
2013
Q3
$528K Buy
19,382
+172
+0.9% +$4.69K 0.12% 78
2013
Q2
$510K Buy
+19,210
New +$510K 0.13% 76