VHAM
Van Hulzen Asset Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Buy |
24,602
+60
| +0.2% | +$1.45K | 0.05% | 199 |
|
|
2025
Q1 | $622K | Buy |
24,542
+830
| +4% | +$21K | 0.06% | 190 |
|
|
2024
Q4 | $629K | Sell |
23,712
-9,235
| -28% | -$245K | 0.05% | 205 |
|
|
2024
Q3 | $953K | Buy |
32,947
+4,741
| +17% | +$137K | 0.07% | 163 |
|
|
2024
Q2 | $789K | Buy |
28,206
+3,033
| +12% | +$84.8K | 0.05% | 171 |
|
|
2024
Q1 | $699K | Sell |
25,173
-1,445
| -5% | -$40.1K | 0.05% | 195 |
|
|
2023
Q4 | $766K | Sell |
26,618
-174
| -0.6% | -$5.01K | 0.05% | 187 |
|
|
2023
Q3 | $889K | Sell |
26,792
-33,342
| -55% | -$1.11M | 0.07% | 165 |
|
|
2023
Q2 | $2.21M | Buy |
60,134
+7,903
| +15% | +$290K | 0.19% | 86 |
|
|
2023
Q1 | $2.13M | Buy |
52,231
+28,050
| +116% | +$1.14M | 0.2% | 82 |
|
|
2022
Q4 | $1.24M | Buy |
24,181
+1,126
| +5% | +$57.7K | 0.14% | 111 |
|
|
2022
Q3 | $1.01M | Sell |
23,055
-1,007
| -4% | -$44.1K | 0.12% | 116 |
|
|
2022
Q2 | $1.26M | Buy |
24,062
+605
| +3% | +$31.7K | 0.15% | 107 |
|
|
2022
Q1 | $1.21M | Sell |
23,457
-3,490
| -13% | -$181K | 0.13% | 103 |
|
|
2021
Q4 | $1.59M | Sell |
26,947
-2,204
| -8% | -$130K | 0.17% | 93 |
|
|
2021
Q3 | $1.25M | Buy |
29,151
+201
| +0.7% | +$8.65K | 0.19% | 85 |
|
|
2021
Q2 | $1.13M | Buy |
28,950
+5,275
| +22% | +$207K | 0.17% | 84 |
|
|
2021
Q1 | $858K | Sell |
23,675
-36,509
| -61% | -$1.32M | 0.14% | 95 |
|
|
2020
Q4 | $2.22M | Sell |
60,184
-178,579
| -75% | -$6.57M | 0.34% | 66 |
|
|
2020
Q3 | $8.76M | Sell |
238,763
-24,526
| -9% | -$900K | 1.32% | 24 |
|
|
2020
Q2 | $8.61M | Buy |
263,289
+24,491
| +10% | +$801K | 1.29% | 22 |
|
|
2020
Q1 | $7.79M | Buy |
238,798
+14,685
| +7% | +$479K | 1.68% | 17 |
|
|
2019
Q4 | $8.78M | Buy |
224,113
+29,981
| +15% | +$1.17M | 1.7% | 14 |
|
|
2019
Q3 | $6.98M | Buy |
194,132
+12,683
| +7% | +$456K | 1.47% | 22 |
|
|
2019
Q2 | $7.86M | Buy |
181,449
+23,284
| +15% | +$1.01M | 1.72% | 19 |
|
|
2019
Q1 | $6.72M | Buy |
158,165
+137,782
| +676% | +$5.85M | 1.81% | 17 |
|
|
2018
Q4 | $890K | Sell |
20,383
-97
| -0.5% | -$4.24K | 0.26% | 73 |
|
|
2018
Q3 | $903K | Sell |
20,480
-114,644
| -85% | -$5.05M | 0.24% | 76 |
|
|
2018
Q2 | $4.9M | Buy |
135,124
+10,422
| +8% | +$378K | 1.45% | 21 |
|
|
2018
Q1 | $4.43M | Buy |
124,702
+34,103
| +38% | +$1.21M | 1.36% | 22 |
|
|
2017
Q4 | $3.28M | Sell |
90,599
-625
| -0.7% | -$22.6K | 1% | 35 |
|
|
2017
Q3 | $3.26M | Buy |
91,224
+5,055
| +6% | +$180K | 1.1% | 31 |
|
|
2017
Q2 | $2.89M | Buy |
86,169
+3,700
| +4% | +$124K | 1.15% | 37 |
|
|
2017
Q1 | $2.82M | Sell |
82,469
-5,954
| -7% | -$204K | 1.29% | 27 |
|
|
2016
Q4 | $2.87M | Buy |
88,423
+3,008
| +4% | +$97.7K | 1.33% | 28 |
|
|
2016
Q3 | $2.89M | Buy |
85,415
+54,486
| +176% | +$1.85M | 1.57% | 21 |
|
|
2016
Q2 | $1.09M | Buy |
30,929
+15,300
| +98% | +$539K | 0.62% | 50 |
|
|
2016
Q1 | $463K | Sell |
15,629
-84
| -0.5% | -$2.49K | 0.26% | 77 |
|
|
2015
Q4 | $507K | Buy |
15,713
+1,500
| +11% | +$48.4K | 0.32% | 69 |
|
|
2015
Q3 | $446K | Buy |
14,213
+360
| +3% | +$11.3K | 0.29% | 72 |
|
|
2015
Q2 | $464K | Sell |
13,853
-32,980
| -70% | -$1.1M | 0.25% | 84 |
|
|
2015
Q1 | $1.63M | Buy |
46,833
+19,911
| +74% | +$693K | 1% | 36 |
|
|
2014
Q4 | $839K | Buy |
26,922
+10,711
| +66% | +$334K | 0.58% | 46 |
|
|
2014
Q3 | $479K | Buy |
16,211
+2,642
| +19% | +$78.1K | 0.49% | 54 |
|
|
2014
Q2 | $403K | Buy |
13,569
+401
| +3% | +$11.9K | 0.35% | 60 |
|
|
2014
Q1 | $423K | Sell |
13,168
-124
| -0.9% | -$3.98K | 0.43% | 58 |
|
|
2013
Q4 | $407K | Buy |
+13,292
| New | +$407K | 0.35% | 69 |
|