Waddell & Associates’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $548K | Buy |
22,618
+95
| +0.4% | +$2.3K | 0.06% | 102 |
|
2025
Q1 | $571K | Sell |
22,523
-2,484
| -10% | -$62.9K | 0.07% | 74 |
|
2024
Q4 | $663K | Buy |
25,007
+29
| +0.1% | +$769 | 0.07% | 71 |
|
2024
Q3 | $723K | Buy |
24,978
+388
| +2% | +$11.2K | 0.09% | 64 |
|
2024
Q2 | $688K | Buy |
24,590
+11,547
| +89% | +$323K | 0.09% | 65 |
|
2024
Q1 | $362K | Sell |
13,043
-7,651
| -37% | -$212K | 0.05% | 92 |
|
2023
Q4 | $601K | Sell |
20,694
-13,772
| -40% | -$400K | 0.08% | 68 |
|
2023
Q3 | $1.14M | Buy |
34,466
+85
| +0.2% | +$2.82K | 0.17% | 51 |
|
2023
Q2 | $1.26M | Sell |
34,381
-2,567
| -7% | -$94.2K | 0.19% | 44 |
|
2023
Q1 | $1.51M | Buy |
36,948
+1,964
| +6% | +$80.1K | 0.24% | 37 |
|
2022
Q4 | $1.79M | Buy |
34,984
+329
| +0.9% | +$16.9K | 0.3% | 33 |
|
2022
Q3 | $1.52M | Buy |
34,655
+44
| +0.1% | +$1.93K | 0.29% | 31 |
|
2022
Q2 | $1.82M | Sell |
34,611
-21
| -0.1% | -$1.1K | 0.37% | 22 |
|
2022
Q1 | $1.79M | Buy |
34,632
+1,923
| +6% | +$99.6K | 0.29% | 24 |
|
2021
Q4 | $1.93M | Buy |
32,709
+3,610
| +12% | +$213K | 0.31% | 22 |
|
2021
Q3 | $1.25M | Sell |
29,099
-652
| -2% | -$28.1K | 0.21% | 33 |
|
2021
Q2 | $1.17K | Buy |
+29,751
| New | +$1.17K | 0.18% | 26 |
|