Wealth Architects’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 | – | Sell |
-8,799
| Closed | -$219K | – | 250 |
|
|
2025
Q4 | $219K | Sell |
8,799
-136
| -2% | -$3.43K | 0.02% | 218 |
|
|
2025
Q3 | $228K | Buy |
+8,935
| New | +$221K | 0.02% | 209 |
|
|
2025
Q2 | – | Sell |
-22,634
| Closed | -$574K | – | 236 |
|
|
2025
Q1 | $574K | Buy |
22,634
+12,476
| +123% | +$326K | 0.06% | 127 |
|
|
2024
Q4 | $269K | Sell |
10,158
-1,909
| -16% | -$51.8K | 0.03% | 177 |
|
|
2024
Q3 | $349K | Sell |
12,067
-965
| -7% | -$28.1K | 0.04% | 154 |
|
|
2024
Q2 | $365K | Sell |
13,032
-808
| -6% | -$22.2K | 0.04% | 146 |
|
|
2024
Q1 | $384K | Buy |
13,840
+166
| +1% | +$4.61K | 0.05% | 138 |
|
|
2023
Q4 | $394K | Sell |
13,674
-1,773
| -11% | -$53.6K | 0.06% | 132 |
|
|
2023
Q3 | $512K | Buy |
15,447
+2
| +0% | +$71 | 0.09% | 107 |
|
|
2023
Q2 | $567K | Buy |
15,445
+1,011
| +7% | +$39.4K | 0.09% | 97 |
|
|
2023
Q1 | $589K | Sell |
14,434
-141
| -1% | -$6.09K | 0.1% | 88 |
|
|
2022
Q4 | $747K | Sell |
14,575
-336
| -2% | -$16.1K | 0.14% | 70 |
|
|
2022
Q3 | $653K | Sell |
14,911
-147
| -1% | -$7.14K | 0.14% | 71 |
|
|
2022
Q2 | $789K | Buy |
15,058
+413
| +3% | +$21K | 0.15% | 63 |
|
|
2022
Q1 | $758K | Sell |
14,645
-1,164
| -7% | -$60.4K | 0.13% | 69 |
|
|
2021
Q4 | $934K | Buy |
15,809
+1,156
| +8% | +$57.3K | 0.16% | 62 |
|
|
2021
Q3 | $630K | Buy |
14,653
+364
| +3% | +$16.1K | 0.12% | 78 |
|
|
2021
Q2 | $560K | Buy |
14,289
+2,752
| +24% | +$107K | 0.11% | 86 |
|
|
2021
Q1 | $418K | Sell |
11,537
-20
| -0.2% | -$710 | 0.09% | 96 |
|
|
2020
Q4 | $425K | Sell |
11,557
-555
| -5% | -$20.4K | 0.1% | 90 |
|
|
2020
Q3 | $422K | Buy |
12,112
+885
| +8% | +$31K | 0.11% | 82 |
|
|
2020
Q2 | $348K | Buy |
11,227
+465
| +4% | +$15.8K | 0.1% | 95 |
|
|
2020
Q1 | $333K | Buy |
10,762
+1,282
| +14% | +$43.7K | 0.12% | 89 |
|
|
2019
Q4 | $352K | Sell |
9,480
-475
| -5% | -$16.9K | 0.1% | 86 |
|
|
2019
Q3 | $339K | Sell |
9,955
-162
| -2% | -$5.89K | 0.1% | 91 |
|
|
2019
Q2 | $416K | Buy |
10,117
+1,189
| +13% | +$47.2K | 0.13% | 72 |
|
|
2019
Q1 | $360K | Sell |
8,928
-957
| -10% | -$38.3K | 0.11% | 82 |
|
|
2018
Q4 | $409K | Buy |
9,885
+546
| +6% | +$22.7K | 0.15% | 65 |
|
|
2018
Q3 | $391K | Buy |
9,339
+556
| +6% | +$21.4K | 0.12% | 74 |
|
|
2018
Q2 | $302K | Buy |
8,783
+281
| +3% | +$9.6K | 0.1% | 90 |
|
|
2018
Q1 | $286K | Sell |
8,502
-2,233
| -21% | -$76.8K | 0.09% | 93 |
|
|
2017
Q4 | $369K | Sell |
10,735
-321
| -3% | -$10.9K | 0.12% | 80 |
|
|
2017
Q3 | $374K | Sell |
11,056
-123
| -1% | -$3.95K | 0.13% | 80 |
|
|
2017
Q2 | $356K | Sell |
11,179
-25
| -0.2% | -$788 | 0.13% | 79 |
|
|
2017
Q1 | $364K | Buy |
11,204
+89
| +0.8% | +$2.81K | 0.14% | 75 |
|
|
2016
Q4 | $343K | Buy |
11,115
+148
| +1% | +$4.52K | 0.15% | 76 |
|
|
2016
Q3 | $352K | Buy |
10,967
+17
| +0.2% | +$568 | 0.16% | 76 |
|
|
2016
Q2 | $365K | Sell |
10,950
-1,307
| -11% | -$41.7K | 0.18% | 77 |
|
|
2016
Q1 | $345K | Sell |
12,257
-412
| -3% | -$11.8K | 0.17% | 77 |
|
|
2015
Q4 | $388K | Sell |
12,669
-9
| -0.1% | -$283 | 0.19% | 71 |
|
|
2015
Q3 | $378K | Buy |
12,678
+257
| +2% | +$8.24K | 0.2% | 69 |
|
|
2015
Q2 | $395K | Buy |
12,421
+2,477
| +25% | +$80.7K | 0.21% | 69 |
|
|
2015
Q1 | $328K | Buy |
9,944
+823
| +9% | +$26.2K | 0.19% | 71 |
|
|
2014
Q4 | $270K | Buy |
+9,121
| New | +$262K | 0.16% | 78 |
|
Other funds holding PFE
VCM
VPM
