TIM
Tortoise Investment Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.3K | Sell |
3,562
-333
| -9% | -$8.07K | 0.01% | 313 |
|
|
2025
Q1 | $98.7K | Sell |
3,895
-215
| -5% | -$5.45K | 0.01% | 289 |
|
|
2024
Q4 | $109K | Sell |
4,110
-115
| -3% | -$3.05K | 0.01% | 294 |
|
|
2024
Q3 | $122K | Buy |
4,225
+145
| +4% | +$4.2K | 0.01% | 285 |
|
|
2024
Q2 | $114K | Buy |
4,080
+629
| +18% | +$17.6K | 0.01% | 280 |
|
|
2024
Q1 | $95.8K | Buy |
3,451
+7
| +0.2% | +$194 | 0.01% | 299 |
|
|
2023
Q4 | $99.1K | Sell |
3,444
-2,382
| -41% | -$68.6K | 0.01% | 275 |
|
|
2023
Q3 | $193K | Sell |
5,826
-474
| -8% | -$15.7K | 0.03% | 197 |
|
|
2023
Q2 | $231K | Buy |
6,300
+350
| +6% | +$12.8K | 0.03% | 181 |
|
|
2023
Q1 | $243K | Hold |
5,950
| – | – | 0.04% | 175 |
|
|
2022
Q4 | $305K | Buy |
5,950
+170
| +3% | +$8.71K | 0.05% | 162 |
|
|
2022
Q3 | $253K | Buy |
5,780
+1,455
| +34% | +$63.7K | 0.05% | 163 |
|
|
2022
Q2 | $227K | Buy |
4,325
+400
| +10% | +$21K | 0.04% | 166 |
|
|
2022
Q1 | $203K | Buy |
3,925
+80
| +2% | +$4.14K | 0.04% | 178 |
|
|
2021
Q4 | $227K | Buy |
3,845
+50
| +1% | +$2.95K | 0.04% | 157 |
|
|
2021
Q3 | $163K | Sell |
3,795
-1,275
| -25% | -$54.8K | 0.03% | 172 |
|
|
2021
Q2 | $199K | Hold |
5,070
| – | – | 0.04% | 158 |
|
|
2021
Q1 | $184K | Buy |
5,070
+104
| +2% | +$3.77K | 0.04% | 155 |
|
|
2020
Q4 | $183K | Buy |
4,966
+100
| +2% | -$6.01K | 0.04% | 149 |
|
|
2020
Q3 | $179K | Hold |
4,866
| – | – | 0.04% | 146 |
|
|
2020
Q2 | $159K | Sell |
4,866
-153
| -3% | -$4.99K | 0.04% | 150 |
|
|
2020
Q1 | $164K | Sell |
5,019
-1,215
| -19% | -$39.7K | 0.05% | 142 |
|
|
2019
Q4 | $244K | Buy |
6,234
+705
| +13% | +$27.6K | 0.06% | 126 |
|
|
2019
Q3 | $199K | Sell |
5,529
-2,215
| -29% | -$79.7K | 0.05% | 139 |
|
|
2019
Q2 | $335K | Buy |
7,744
+448
| +6% | +$19.4K | 0.08% | 117 |
|
|
2019
Q1 | $310K | Sell |
7,296
-597
| -8% | -$25.4K | 0.08% | 113 |
|
|
2018
Q4 | $345K | Sell |
7,893
-1,100
| -12% | -$48.1K | 0.09% | 110 |
|
|
2018
Q3 | $396K | Hold |
8,993
| – | – | 0.1% | 105 |
|
|
2018
Q2 | $326K | Buy |
8,993
+600
| +7% | +$21.8K | 0.09% | 118 |
|
|
2018
Q1 | $298K | Buy |
8,393
+428
| +5% | +$15.2K | 0.08% | 120 |
|
|
2017
Q4 | $288K | Sell |
7,965
-38
| -0.5% | -$1.37K | 0.08% | 119 |
|
|
2017
Q3 | $286K | Buy |
8,003
+2,500
| +45% | +$89.3K | 0.09% | 114 |
|
|
2017
Q2 | $185K | Sell |
5,503
-333
| -6% | -$11.2K | 0.06% | 124 |
|
|
2017
Q1 | $200K | Buy |
5,836
+70
| +1% | +$2.41K | 0.07% | 112 |
|
|
2016
Q4 | $187K | Buy |
5,766
+3,630
| +170% | +$118K | 0.06% | 111 |
|
|
2016
Q3 | $72K | Hold |
2,136
| – | – | 0.02% | 164 |
|
|
2016
Q2 | $75K | Hold |
2,136
| – | – | 0.03% | 164 |
|
|
2016
Q1 | $63K | Sell |
2,136
-1,245
| -37% | -$36.7K | 0.02% | 178 |
|
|
2015
Q4 | $109K | Sell |
3,381
-250
| -7% | -$8.04K | 0.04% | 139 |
|
|
2015
Q3 | $114K | Sell |
3,631
-285
| -7% | -$8.94K | 0.04% | 133 |
|
|
2015
Q2 | $131K | Buy |
3,916
+301
| +8% | +$10.1K | 0.05% | 137 |
|
|
2015
Q1 | $126K | Buy |
3,615
+557
| +18% | +$19.4K | 0.05% | 137 |
|
|
2014
Q4 | $95K | Buy |
3,058
+290
| +10% | +$9.02K | 0.04% | 162 |
|
|
2014
Q3 | $82K | Sell |
2,768
-1,591
| -36% | -$47.1K | 0.03% | 169 |
|
|
2014
Q2 | $129K | Buy |
4,359
+2,568
| +143% | +$76K | 0.05% | 127 |
|
|
2014
Q1 | $58K | Buy |
+1,791
| New | +$58K | 0.03% | 181 |
|
|
2013
Q4 | – | Sell |
-750
| Closed | -$22K | – | 345 |
|
|
2013
Q3 | $22K | Buy |
750
+203
| +37% | +$5.95K | 0.01% | 193 |
|
|
2013
Q2 | $15K | Buy |
+547
| New | +$15K | 0.01% | 199 |
|