Tevis Investment Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Hold |
20,400
| – | – | 0.32% | 77 |
|
|
2025
Q1 | $541K | Hold |
20,400
| – | – | 0.4% | 66 |
|
|
2024
Q4 | $541K | Hold |
20,400
| – | – | 0.4% | 66 |
|
|
2024
Q3 | $590K | Sell |
20,400
-50
| -0.2% | -$1.45K | 0.44% | 62 |
|
|
2024
Q2 | $572K | Buy |
20,450
+50
| +0.2% | +$1.4K | 0.46% | 59 |
|
|
2024
Q1 | $566K | Hold |
20,400
| – | – | 0.48% | 59 |
|
|
2023
Q4 | $587K | Hold |
20,400
| – | – | 0.54% | 55 |
|
|
2023
Q3 | $677K | Hold |
20,400
| – | – | 0.69% | 50 |
|
|
2023
Q2 | $748K | Hold |
20,400
| – | – | 0.73% | 46 |
|
|
2023
Q1 | $832K | Hold |
20,400
| – | – | 0.85% | 42 |
|
|
2022
Q4 | $1.05M | Sell |
20,400
-745
| -4% | -$38.2K | 1.11% | 38 |
|
|
2022
Q3 | $926K | Buy |
21,145
+7
| +0% | +$307 | 0.9% | 40 |
|
|
2022
Q2 | $1.11M | Buy |
21,138
+6
| +0% | +$315 | 1.06% | 34 |
|
|
2022
Q1 | $1.09M | Sell |
21,132
-30,515
| -59% | -$1.58M | 0.99% | 34 |
|
|
2021
Q4 | $3.05M | Buy |
+51,647
| New | +$3.05M | 2.66% | 5 |
|