Whitegate Investment Counselors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-12,450
| Closed | -$302K | – | 68 |
|
|
2025
Q2 | $302K | Hold |
12,450
| – | – | 0.1% | 56 |
|
|
2025
Q1 | $315K | Hold |
12,450
| – | – | 0.11% | 54 |
|
|
2024
Q4 | $330K | Hold |
12,450
| – | – | 0.11% | 55 |
|
|
2024
Q3 | $360K | Hold |
12,450
| – | – | 0.1% | 53 |
|
|
2024
Q2 | $348K | Hold |
12,450
| – | – | 0.1% | 50 |
|
|
2024
Q1 | $345K | Hold |
12,450
| – | – | 0.1% | 51 |
|
|
2023
Q4 | $358K | Hold |
12,450
| – | – | 0.11% | 49 |
|
|
2023
Q3 | $413K | Hold |
12,450
| – | – | 0.14% | 46 |
|
|
2023
Q2 | $457K | Hold |
12,450
| – | – | 0.15% | 44 |
|
|
2023
Q1 | $508K | Hold |
12,450
| – | – | 0.16% | 47 |
|
|
2022
Q4 | $638K | Hold |
12,450
| – | – | 0.22% | 44 |
|
|
2022
Q3 | $545K | Hold |
12,450
| – | – | 0.21% | 42 |
|
|
2022
Q2 | $653K | Hold |
12,450
| – | – | 0.24% | 42 |
|
|
2022
Q1 | $645K | Hold |
12,450
| – | – | 0.2% | 40 |
|
|
2021
Q4 | $735K | Sell |
12,450
-30,861
| -71% | -$1.53M | 0.22% | 38 |
|
|
2021
Q3 | $1.86M | Hold |
43,311
| – | – | 0.26% | 86 |
|
|
2021
Q2 | $1.7M | Buy |
43,311
+650
| +2% | +$25.3K | 0.24% | 90 |
|
|
2021
Q1 | $1.55M | Hold |
42,661
| – | – | 0.24% | 90 |
|
|
2020
Q4 | $1.57M | Sell |
42,661
-2,304
| -5% | -$84.5K | 0.25% | 80 |
|
|
2020
Q3 | $1.57M | Sell |
44,965
-632
| -1% | -$22.2K | 0.29% | 79 |
|
|
2020
Q2 | $1.42M | Hold |
45,597
| – | – | 0.28% | 79 |
|
|
2020
Q1 | $1.41M | Sell |
45,597
-422
| -0.9% | -$14.4K | 0.34% | 76 |
|
|
2019
Q4 | $1.71M | Sell |
46,019
-226
| -0.5% | -$8.05K | 0.31% | 80 |
|
|
2019
Q3 | $1.58M | Sell |
46,245
-1,363
| -3% | -$49.6K | 0.31% | 81 |
|
|
2019
Q2 | $1.96M | Sell |
47,608
-719
| -1% | -$28.6K | 0.39% | 75 |
|
|
2019
Q1 | $1.95M | Sell |
48,327
-358
| -0.7% | -$14.3K | 0.4% | 75 |
|
|
2018
Q4 | $2.02M | Sell |
48,685
-211
| -0.4% | -$8.76K | 0.47% | 69 |
|
|
2018
Q3 | $2.04M | Hold |
48,896
| – | – | 0.42% | 73 |
|
|
2018
Q2 | $1.68M | Hold |
48,896
| – | – | 0.34% | 79 |
|
|
2018
Q1 | $1.65M | Sell |
48,896
-316
| -0.6% | -$10.9K | 0.35% | 82 |
|
|
2017
Q4 | $1.69M | Hold |
49,212
| – | – | 0.35% | 82 |
|
|
2017
Q3 | $1.67M | Hold |
49,212
| – | – | 0.37% | 81 |
|
|
2017
Q2 | $1.57M | Hold |
49,212
| – | – | 0.35% | 82 |
|
|
2017
Q1 | $1.6M | Sell |
49,212
-772
| -2% | -$24.3K | 0.38% | 80 |
|
|
2016
Q4 | $1.54M | Buy |
49,984
+285
| +0.6% | +$8.7K | 0.41% | 73 |
|
|
2016
Q3 | $1.6M | Buy |
49,699
+1,454
| +3% | +$48.6K | 0.43% | 73 |
|
|
2016
Q2 | $1.61M | Buy |
+48,245
| New | +$1.54M | 0.45% | 69 |
|
|
2014
Q1 | $1.38M | Buy |
+48,983
| New | +$1.46M | 0.38% | 75 |
|
Other funds holding PFE
Whitegate Investment Counselors's PFE Position: Q3 2025 in Review
Whitegate Investment Counselors sold out of Pfizer (PFE) in Q3 2025, closing a stake of 12,450 shares — an estimated $302K sold.
Whitegate Investment Counselors first reported a position in PFE in Q1 2014 and held it in 38 quarters. The position peaked at $2.04M in Q3 2018. 2,820 funds tracked by Wall St. Rank hold PFE as of Q3 2025.
- Whitegate Investment Counselors reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
- Whitegate Investment Counselors sold 12,450 Pfizer shares in Q3 2025, an estimated $302K.
- Whitegate Investment Counselors first reported a position in Pfizer in Q1 2014 and held it in 38 quarters.
- Whitegate Investment Counselors's Pfizer position peaked at $2.04M in Q3 2018.
- 2,820 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.
Based on Whitegate Investment Counselors's 13F filing for Q3 2025, filed 23 Oct 2025.