Wedgewood Investors’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Sell
11,772
-421
-3% -$10.2K 0.33% 78
2025
Q1
$309K Sell
12,193
-274
-2% -$6.94K 0.37% 69
2024
Q4
$331K Sell
12,467
-106
-0.8% -$2.81K 0.39% 67
2024
Q3
$364K Buy
12,573
+892
+8% +$25.8K 0.4% 64
2024
Q2
$327K Buy
+11,681
New +$327K 0.39% 68
2023
Q4
$363K Sell
12,622
-921
-7% -$26.5K 0.45% 63
2023
Q3
$449K Sell
13,543
-825
-6% -$27.4K 0.61% 49
2023
Q2
$527K Hold
14,368
0.68% 45
2023
Q1
$586K Sell
14,368
-165
-1% -$6.73K 0.77% 41
2022
Q4
$745K Buy
14,533
+1,101
+8% +$56.4K 0.98% 34
2022
Q3
$588K Sell
13,432
-150
-1% -$6.57K 0.9% 37
2022
Q2
$712K Sell
13,582
-50
-0.4% -$2.62K 1.01% 35
2022
Q1
$706K Sell
13,632
-100
-0.7% -$5.18K 0.85% 38
2021
Q4
$811K Buy
13,732
+329
+2% +$19.4K 0.96% 33
2021
Q3
$577K Sell
13,403
-25
-0.2% -$1.08K 0.75% 40
2021
Q2
$526K Hold
13,428
0.66% 47
2021
Q1
$487K Hold
13,428
0.61% 48
2020
Q4
$494K Sell
13,428
-725
-5% -$26.7K 0.64% 44
2020
Q3
$493K Hold
14,153
0.74% 39
2020
Q2
$439K Buy
14,153
+421
+3% +$13.1K 0.71% 43
2020
Q1
$425K Hold
13,732
0.82% 35
2019
Q4
$510K Buy
13,732
+159
+1% +$5.91K 0.73% 42
2019
Q3
$463K Hold
13,573
0.69% 44
2019
Q2
$558K Sell
13,573
-354
-3% -$14.6K 0.8% 36
2019
Q1
$561K Buy
13,927
+728
+6% +$29.3K 0.87% 37
2018
Q4
$547K Hold
13,199
1% 34
2018
Q3
$552K Hold
13,199
0.87% 38
2018
Q2
$454K Sell
13,199
-1,327
-9% -$45.6K 0.78% 44
2018
Q1
$489K Sell
14,526
-926
-6% -$31.2K 0.42% 58
2017
Q4
$531K Sell
15,452
-120
-0.8% -$4.12K 0.43% 54
2017
Q3
$527K Hold
15,572
0.44% 53
2017
Q2
$496K Sell
15,572
-105
-0.7% -$3.34K 0.43% 55
2017
Q1
$509K Sell
15,677
-211
-1% -$6.85K 0.45% 54
2016
Q4
$490K Sell
15,888
-316
-2% -$9.75K 0.45% 54
2016
Q3
$521K Hold
16,204
0.49% 49
2016
Q2
$541K Hold
16,204
0.51% 48
2016
Q1
$456K Sell
16,204
-369
-2% -$10.4K 0.46% 50
2015
Q4
$508K Hold
16,573
0.51% 46
2015
Q3
$494K Hold
16,573
0.5% 43
2015
Q2
$527K Hold
16,573
0.5% 48
2015
Q1
$547K Sell
16,573
-2,082
-11% -$68.7K 0.53% 46
2014
Q4
$551K Buy
18,655
+3,242
+21% +$95.8K 0.55% 44
2014
Q3
$432K Hold
15,413
0.45% 57
2014
Q2
$434K Buy
15,413
+422
+3% +$11.9K 0.45% 57
2014
Q1
$457K Sell
14,991
-105
-0.7% -$3.2K 0.49% 51
2013
Q4
$439K Sell
15,096
-1,054
-7% -$30.7K 0.49% 54
2013
Q3
$440K Sell
16,150
-211
-1% -$5.75K 0.52% 49
2013
Q2
$435K Buy
+16,361
New +$435K 0.56% 48