Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$204K Buy
+7,996
New +$197K 0.02% 269
2024
Q4
Sell
-10,866
Closed -$314K 269
2024
Q3
$314K Buy
10,866
+106
+1% +$3.09K 0.03% 205
2024
Q2
$301K Sell
10,760
-2,167
-17% -$59.7K 0.03% 196
2024
Q1
$359K Sell
12,927
-4,734
-27% -$131K 0.03% 182
2023
Q4
$508K Buy
17,661
+424
+2% +$12.8K 0.05% 143
2023
Q3
$572K Sell
17,237
-1,684
-9% -$59.5K 0.06% 127
2023
Q2
$694K Buy
18,921
+2,024
+12% +$78.8K 0.08% 115
2023
Q1
$689K Buy
16,897
+548
+3% +$23.7K 0.08% 109
2022
Q4
$838K Buy
16,349
+964
+6% +$46.2K 0.1% 100
2022
Q3
$673K Buy
15,385
+40
+0.3% +$1.94K 0.08% 104
2022
Q2
$805K Buy
15,345
+132
+0.9% +$6.73K 0.1% 89
2022
Q1
$788K Buy
15,213
+240
+2% +$12.5K 0.09% 94
2021
Q4
$884K Sell
14,973
-198
-1% -$9.81K 0.1% 88
2021
Q3
$653K Sell
15,171
-651
-4% -$28.8K 0.08% 93
2021
Q2
$620K Buy
15,822
+1,036
+7% +$40.3K 0.08% 93
2021
Q1
$536K Sell
14,786
-1,164
-7% -$41.3K 0.07% 99
2020
Q4
$587K Sell
15,950
-440
-3% -$16.1K 0.08% 96
2020
Q3
$571K Buy
16,390
+5,557
+51% +$195K 0.1% 90
2020
Q2
$336K Sell
10,833
-1,063
-9% -$36.1K 0.07% 106
2020
Q1
$368K Buy
11,896
+885
+8% +$30.2K 0.09% 97
2019
Q4
$409K Buy
11,011
+911
+9% +$32.4K 0.07% 99
2019
Q3
$344K Sell
10,100
-121
-1% -$4.4K 0.07% 98
2019
Q2
$420K Buy
10,221
+2
+0% +$79 0.08% 98
2019
Q1
$412K Buy
10,219
+107
+1% +$4.29K 0.09% 97
2018
Q4
$419K Buy
10,112
+422
+4% +$17.5K 0.12% 86
2018
Q3
$405K Buy
9,690
+1,054
+12% +$40.6K 0.08% 97
2018
Q2
$297K Sell
8,636
-539
-6% -$18.4K 0.06% 108
2018
Q1
$309K Buy
9,175
+105
+1% +$3.61K 0.07% 103
2017
Q4
$312K Hold
9,070
0.07% 102
2017
Q3
$307K Buy
9,070
+1,029
+13% +$33.1K 0.08% 95
2017
Q2
$256K Sell
8,041
-295
-4% -$9.3K 0.07% 97
2017
Q1
$271K Buy
8,336
+145
+2% +$4.57K 0.08% 95
2016
Q4
$252K Sell
8,191
-948
-10% -$28.9K 0.08% 101
2016
Q3
$294K Buy
9,139
+393
+4% +$13.1K 0.09% 103
2016
Q2
$292K Buy
+8,746
New +$279K 0.11% 98
2015
Q3
Sell
-8,123
Closed -$258K 115
2015
Q2
$258K Sell
8,123
-1,160
-12% -$37.8K 0.07% 100
2015
Q1
$306K Buy
9,283
+577
+7% +$18.3K 0.08% 95
2014
Q4
$257K Buy
+8,706
New +$250K 0.07% 100
2013
Q4
Sell
-12,981
Closed -$354K 105
2013
Q3
$354K Sell
12,981
-527
-4% -$14.3K 0.13% 76
2013
Q2
$359K Buy
+13,508
New +$373K 0.14% 76

Other funds holding PFE