Traphagen Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $634K | Sell |
22,577
-781
| -3% | -$20.8K | 0.05% | 106 |
|
|
2025
Q4 | $582K | Sell |
23,358
-3,038
| -12% | -$76.6K | 0.05% | 111 |
|
|
2025
Q3 | $673K | Buy |
26,396
+93
| +0.4% | +$2.29K | 0.06% | 98 |
|
|
2025
Q2 | $638K | Sell |
26,303
-1,284
| -5% | -$29.9K | 0.06% | 102 |
|
|
2025
Q1 | $699K | Sell |
27,587
-2,793
| -9% | -$73.1K | 0.07% | 91 |
|
|
2024
Q4 | $806K | Sell |
30,380
-2,891
| -9% | -$78.4K | 0.08% | 84 |
|
|
2024
Q3 | $963K | Buy |
33,271
+323
| +1% | +$9.42K | 0.1% | 73 |
|
|
2024
Q2 | $922K | Sell |
32,948
-114
| -0.3% | -$3.14K | 0.1% | 72 |
|
|
2024
Q1 | $917K | Sell |
33,062
-4,816
| -13% | -$134K | 0.1% | 69 |
|
|
2023
Q4 | $1.09M | Buy |
37,878
+1,334
| +4% | +$40.3K | 0.13% | 54 |
|
|
2023
Q3 | $1.21M | Sell |
36,544
-3,937
| -10% | -$139K | 0.15% | 48 |
|
|
2023
Q2 | $1.48M | Buy |
40,481
+149
| +0.4% | +$5.8K | 0.19% | 46 |
|
|
2023
Q1 | $1.65M | Sell |
40,332
-2,196
| -5% | -$94.8K | 0.24% | 40 |
|
|
2022
Q4 | $2.18M | Sell |
42,528
-225
| -0.5% | -$10.8K | 0.34% | 36 |
|
|
2022
Q3 | $1.87M | Sell |
42,753
-128
| -0.3% | -$6.22K | 0.34% | 30 |
|
|
2022
Q2 | $2.25M | Buy |
42,881
+2,250
| +6% | +$115K | 0.41% | 30 |
|
|
2022
Q1 | $2.1M | Buy |
40,631
+2,942
| +8% | +$153K | 0.34% | 29 |
|
|
2021
Q4 | $2.23M | Buy |
37,689
+1,226
| +3% | +$60.7K | 0.36% | 28 |
|
|
2021
Q3 | $1.57M | Buy |
36,463
+312
| +0.9% | +$13.8K | 0.28% | 32 |
|
|
2021
Q2 | $1.42M | Sell |
36,151
-1,250
| -3% | -$48.6K | 0.24% | 35 |
|
|
2021
Q1 | $1.36M | Sell |
37,401
-203
| -0.5% | -$7.21K | 0.25% | 38 |
|
|
2020
Q4 | $1.38M | Sell |
37,604
-5,869
| -14% | -$215K | 0.25% | 38 |
|
|
2020
Q3 | $1.51M | Sell |
43,473
-888
| -2% | -$31.1K | 0.31% | 34 |
|
|
2020
Q2 | $1.38M | Sell |
44,361
-1,290
| -3% | -$43.8K | 0.31% | 39 |
|
|
2020
Q1 | $1.41M | Buy |
45,651
+2,801
| +7% | +$95.4K | 0.38% | 35 |
|
|
2019
Q4 | $1.59M | Buy |
42,850
+7,721
| +22% | +$275K | 0.38% | 31 |
|
|
2019
Q3 | $1.2M | Buy |
35,129
+3,619
| +11% | +$132K | 0.31% | 34 |
|
|
2019
Q2 | $1.3M | Buy |
31,510
+13
| +0% | +$516 | 0.35% | 34 |
|
|
2019
Q1 | $1.27M | Buy |
+31,497
| New | +$1.26M | 0.36% | 34 |
|
Other funds holding PFE
VCM
VPM
