Waldron Private Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Sell |
34,334
-294
| -0.8% | -$7.13K | 0.04% | 152 |
|
|
2025
Q1 | $877K | Sell |
34,628
-22,208
| -39% | -$563K | 0.04% | 144 |
|
|
2024
Q4 | $1.51M | Sell |
56,836
-5,563
| -9% | -$148K | 0.06% | 131 |
|
|
2024
Q3 | $1.81M | Buy |
62,399
+3,059
| +5% | +$88.5K | 0.08% | 113 |
|
|
2024
Q2 | $1.66M | Buy |
59,340
+4,843
| +9% | +$136K | 0.07% | 110 |
|
|
2024
Q1 | $1.51M | Sell |
54,497
-222
| -0.4% | -$6.16K | 0.07% | 118 |
|
|
2023
Q4 | $1.58M | Sell |
54,719
-375
| -0.7% | -$10.8K | 0.07% | 107 |
|
|
2023
Q3 | $1.83M | Sell |
55,094
-6,193
| -10% | -$205K | 0.09% | 101 |
|
|
2023
Q2 | $2.25M | Sell |
61,287
-3,460
| -5% | -$127K | 0.11% | 93 |
|
|
2023
Q1 | $2.64M | Buy |
64,747
+5,335
| +9% | +$218K | 0.13% | 92 |
|
|
2022
Q4 | $2.6M | Hold |
59,412
| – | – | 0.16% | 88 |
|
|
2022
Q3 | $2.6M | Sell |
59,412
-1,387
| -2% | -$60.7K | 0.16% | 88 |
|
|
2022
Q2 | $3.19M | Buy |
60,799
+3,154
| +5% | +$165K | 0.18% | 78 |
|
|
2022
Q1 | $2.98M | Buy |
57,645
+2,038
| +4% | +$105K | 0.15% | 91 |
|
|
2021
Q4 | $3.28M | Buy |
55,607
+182
| +0.3% | +$10.7K | 0.16% | 86 |
|
|
2021
Q3 | $2.38M | Buy |
55,425
+3,736
| +7% | +$161K | 0.14% | 95 |
|
|
2021
Q2 | $2.02M | Buy |
51,689
+6,072
| +13% | +$238K | 0.13% | 97 |
|
|
2021
Q1 | $1.65M | Sell |
45,617
-5,203
| -10% | -$188K | 0.11% | 100 |
|
|
2020
Q4 | $1.87M | Sell |
50,820
-4,302
| -8% | -$158K | 0.14% | 92 |
|
|
2020
Q3 | $1.92M | Buy |
55,122
+432
| +0.8% | +$15K | 0.16% | 80 |
|
|
2020
Q2 | $1.7M | Buy |
54,690
+289
| +0.5% | +$8.96K | 0.15% | 81 |
|
|
2020
Q1 | $1.68M | Sell |
54,401
-1,943
| -3% | -$60.1K | 0.18% | 78 |
|
|
2019
Q4 | $2.09M | Sell |
56,344
-14,106
| -20% | -$524K | 0.19% | 70 |
|
|
2019
Q3 | $2.4M | Buy |
70,450
+15,701
| +29% | +$535K | 0.24% | 60 |
|
|
2019
Q2 | $2.25M | Sell |
54,749
-3,111
| -5% | -$128K | 0.24% | 48 |
|
|
2019
Q1 | $2.33M | Buy |
57,860
+31,921
| +123% | +$1.29M | 0.26% | 48 |
|
|
2018
Q4 | $1.07M | Buy |
25,939
+4,435
| +21% | +$184K | 0.15% | 67 |
|
|
2018
Q3 | $899K | Buy |
21,504
+445
| +2% | +$18.6K | 0.18% | 62 |
|
|
2018
Q2 | $724K | Sell |
21,059
-4,010
| -16% | -$138K | 0.16% | 65 |
|
|
2018
Q1 | $844K | Hold |
25,069
| – | – | 0.19% | 51 |
|
|
2017
Q4 | $861K | Buy |
25,069
+1,413
| +6% | +$48.5K | 0.2% | 46 |
|
|
2017
Q3 | $801K | Buy |
23,656
+3,441
| +17% | +$117K | 0.22% | 46 |
|
|
2017
Q2 | $644K | Sell |
20,215
-13,053
| -39% | -$416K | 0.2% | 49 |
|
|
2017
Q1 | $1.08M | Buy |
33,268
+12,365
| +59% | +$400K | 0.27% | 48 |
|
|
2016
Q4 | $644K | Buy |
20,903
+688
| +3% | +$21.2K | 0.22% | 53 |
|
|
2016
Q3 | $649K | Sell |
20,215
-2,418
| -11% | -$77.6K | 0.24% | 48 |
|
|
2016
Q2 | $756K | Buy |
22,633
+2,602
| +13% | +$86.9K | 0.28% | 45 |
|
|
2016
Q1 | $563K | Buy |
20,031
+453
| +2% | +$12.7K | 0.21% | 59 |
|
|
2015
Q4 | $599K | Buy |
19,578
+3,074
| +19% | +$94.1K | 0.22% | 53 |
|
|
2015
Q3 | $491K | Buy |
16,504
+296
| +2% | +$8.81K | 0.21% | 52 |
|
|
2015
Q2 | $509K | Buy |
16,208
+3,475
| +27% | +$109K | 0.2% | 42 |
|
|
2015
Q1 | $420K | Sell |
12,733
-551
| -4% | -$18.2K | 0.17% | 44 |
|
|
2014
Q4 | $393K | Buy |
13,284
+1,841
| +16% | +$54.5K | 0.16% | 48 |
|
|
2014
Q3 | $321K | Buy |
11,443
+27
| +0.2% | +$757 | 0.15% | 58 |
|
|
2014
Q2 | $321K | Sell |
11,416
-3,868
| -25% | -$109K | 0.15% | 65 |
|
|
2014
Q1 | $466K | Sell |
15,284
-1,753
| -10% | -$53.4K | 0.23% | 42 |
|
|
2013
Q4 | $495K | Buy |
+17,037
| New | +$495K | 0.23% | 40 |
|