WealthTrust Axiom’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 | $7.25M | Buy |
258,107
+17,892
| +7% | +$476K | 1.78% | 14 |
|
|
2025
Q4 | $5.98M | Sell |
240,215
-1,407
| -0.6% | -$35.5K | 1.54% | 17 |
|
|
2025
Q3 | $6.16M | Buy |
241,622
+1,697
| +0.7% | +$41.9K | 1.65% | 12 |
|
|
2025
Q2 | $5.82M | Buy |
239,925
+1,820
| +0.8% | +$42.4K | 1.71% | 13 |
|
|
2025
Q1 | $6.03M | Buy |
238,105
+40,457
| +20% | +$1.06M | 1.84% | 9 |
|
|
2024
Q4 | $5.24M | Buy |
197,648
+19,035
| +11% | +$516K | 1.56% | 13 |
|
|
2024
Q3 | $5.17M | Buy |
178,613
+16,471
| +10% | +$480K | 1.53% | 14 |
|
|
2024
Q2 | $4.54M | Buy |
162,142
+13,880
| +9% | +$382K | 1.5% | 15 |
|
|
2024
Q1 | $4.11M | Buy |
148,262
+26,655
| +22% | +$740K | 1.33% | 17 |
|
|
2023
Q4 | $3.5M | Buy |
121,607
+20,112
| +20% | +$608K | 1.17% | 19 |
|
|
2023
Q3 | $3.37M | Sell |
101,495
-13,935
| -12% | -$493K | 1.21% | 20 |
|
|
2023
Q2 | $4.23M | Buy |
115,430
+72
| +0.1% | +$2.8K | 1.4% | 18 |
|
|
2023
Q1 | $4.71M | Buy |
115,358
+568
| +0.5% | +$24.5K | 1.6% | 15 |
|
|
2022
Q4 | $5.88M | Sell |
114,790
-2,050
| -2% | -$98.3K | 2.05% | 11 |
|
|
2022
Q3 | $5.11M | Sell |
116,840
-92
| -0.1% | -$4.47K | 1.95% | 12 |
|
|
2022
Q2 | $6.13M | Sell |
116,932
-43
| -0% | -$2.19K | 2.18% | 11 |
|
|
2022
Q1 | $6.05M | Sell |
116,975
-543
| -0.5% | -$28.2K | 1.89% | 11 |
|
|
2021
Q4 | $6.94M | Sell |
117,518
-868
| -0.7% | -$43K | 2.22% | 10 |
|
|
2021
Q3 | $5.09M | Sell |
118,386
-2,945
| -2% | -$130K | 1.72% | 14 |
|
|
2021
Q2 | $4.75M | Buy |
121,331
+2,431
| +2% | +$94.5K | 1.52% | 16 |
|
|
2021
Q1 | $4.31M | Buy |
118,900
+30,624
| +35% | +$1.09M | 1.46% | 18 |
|
|
2020
Q4 | $3.25M | Sell |
88,276
-5,057
| -5% | -$185K | 1.18% | 25 |
|
|
2020
Q3 | $3.25M | Buy |
93,333
+477
| +0.5% | +$16.7K | 1.4% | 21 |
|
|
2020
Q2 | $2.88M | Sell |
92,856
-3,160
| -3% | -$107K | 1.27% | 22 |
|
|
2020
Q1 | $2.97M | Sell |
96,016
-4,644
| -5% | -$158K | 1.46% | 21 |
|
|
2019
Q4 | $3.74M | Sell |
100,660
-3,244
| -3% | -$116K | 1.25% | 24 |
|
|
2019
Q3 | $3.54M | Sell |
103,904
-1,646
| -2% | -$59.9K | 1.25% | 24 |
|
|
2019
Q2 | $4.34M | Sell |
105,550
-438
| -0.4% | -$17.4K | 1.51% | 19 |
|
|
2019
Q1 | $4.27M | Sell |
105,988
-946
| -0.9% | -$37.9K | 1.52% | 16 |
|
|
2018
Q4 | $4.43M | Buy |
106,934
+525
| +0.5% | +$21.8K | 1.81% | 13 |
|
|
2018
Q3 | $4.45M | Buy |
106,409
+1,761
| +2% | +$67.8K | 1.5% | 17 |
|
|
2018
Q2 | $3.6M | Sell |
104,648
-4,150
| -4% | -$142K | 1.27% | 23 |
|
|
2018
Q1 | $3.66M | Buy |
108,798
+13,508
| +14% | +$464K | 1.34% | 22 |
|
|
2017
Q4 | $3.27M | Sell |
95,290
-1,212
| -1% | -$41.3K | 1.22% | 21 |
|
|
2017
Q3 | $3.27M | Sell |
96,502
-2,137
| -2% | -$68.7K | 1.24% | 22 |
|
|
2017
Q2 | $3.14M | Sell |
98,639
-79
| -0.1% | -$2.49K | 1.18% | 24 |
|
|
2017
Q1 | $3.2M | Sell |
98,718
-4,056
| -4% | -$128K | 1.17% | 25 |
|
|
2016
Q4 | $3.17M | Buy |
102,774
+2,318
| +2% | +$70.8K | 1.15% | 28 |
|
|
2016
Q3 | $3.23M | Sell |
100,456
-717
| -0.7% | -$24K | 1.21% | 26 |
|
|
2016
Q2 | $3.38M | Sell |
101,173
-4,573
| -4% | -$146K | 1.3% | 24 |
|
|
2016
Q1 | $2.97M | Buy |
105,746
+2,741
| +3% | +$78.3K | 1.17% | 23 |
|
|
2015
Q4 | $3.15M | Sell |
103,005
-1,107
| -1% | -$34.8K | 1.25% | 22 |
|
|
2015
Q3 | $3.1M | Sell |
104,112
-3,548
| -3% | -$114K | 1.29% | 22 |
|
|
2015
Q2 | $3.42M | Sell |
107,660
-22,529
| -17% | -$734K | 1.26% | 24 |
|
|
2015
Q1 | $4.3M | Sell |
130,189
-2,638
| -2% | -$83.9K | 1.53% | 19 |
|
|
2014
Q4 | $3.92M | Sell |
132,827
-14,773
| -10% | -$424K | 1.4% | 21 |
|
|
2014
Q3 | $4.14M | Sell |
147,600
-54,869
| -27% | -$1.54M | 1.47% | 22 |
|
|
2014
Q2 | $5.7M | Buy |
202,469
+6,008
| +3% | +$171K | 1.93% | 11 |
|
|
2014
Q1 | $5.99M | Sell |
196,461
-187
| -0.1% | -$5.58K | 2.16% | 10 |
|
|
2013
Q4 | $5.71M | Buy |
196,648
+1,753
| +0.9% | +$51K | 2.2% | 10 |
|
|
2013
Q3 | $5.31M | Sell |
194,895
-1,897
| -1% | -$51.6K | 2.19% | 12 |
|
|
2013
Q2 | $5.23M | Buy |
+196,792
| New | +$5.44M | 2.25% | 8 |
|
Other funds holding PFE
VCM
VPM
