Stamos Capital Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.49M | Buy |
350,373
+84,745
| +32% | +$2.05M | 1.52% | 14 |
|
|
2025
Q1 | $6.73M | Sell |
265,628
-197,482
| -43% | -$5M | 1.76% | 8 |
|
|
2024
Q4 | $12.3M | Buy |
463,110
+126,730
| +38% | +$3.36M | 2.88% | 7 |
|
|
2024
Q3 | $9.73M | Buy |
336,380
+3,470
| +1% | +$100K | 2.29% | 7 |
|
|
2024
Q2 | $9.31M | Sell |
332,910
-25,340
| -7% | -$709K | 1.98% | 6 |
|
|
2024
Q1 | $9.94M | Sell |
358,250
-20,580
| -5% | -$571K | 2.26% | 6 |
|
|
2023
Q4 | $10.9M | Buy |
378,830
+100,200
| +36% | +$2.88M | 2.96% | 6 |
|
|
2023
Q3 | $9.24M | Buy |
278,630
+51,420
| +23% | +$1.71M | 2.06% | 9 |
|
|
2023
Q2 | $8.33M | Buy |
227,210
+26,330
| +13% | +$966K | 1.95% | 12 |
|
|
2023
Q1 | $8.2M | Buy |
200,880
+80,140
| +66% | +$3.27M | 2.11% | 9 |
|
|
2022
Q4 | $6.19M | Sell |
120,740
-77,820
| -39% | -$3.99M | 1.96% | 14 |
|
|
2022
Q3 | $8.69M | Buy |
198,560
+40,460
| +26% | +$1.77M | 2.21% | 10 |
|
|
2022
Q2 | $8.29M | Hold |
158,100
| – | – | 2.51% | 16 |
|
|
2022
Q1 | $8.19M | Buy |
158,100
+57,000
| +56% | +$2.95M | 2.73% | 12 |
|
|
2021
Q4 | $5.97M | Sell |
101,100
-800
| -0.8% | -$47.2K | 2.77% | 15 |
|
|
2021
Q3 | $4.38M | Hold |
101,900
| – | – | 2.45% | 21 |
|
|
2021
Q2 | $3.99M | Sell |
101,900
-16,100
| -14% | -$630K | 2.1% | 23 |
|
|
2021
Q1 | $4.28M | Buy |
+118,000
| New | +$4.28M | 2.16% | 21 |
|
|
2020
Q1 | – | Sell |
-13,544
| Closed | -$503K | – | 88 |
|
|
2019
Q4 | $503K | Buy |
+13,544
| New | +$503K | 0.41% | 36 |
|