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