Whitegate Investment Counselors’s Pfizer PFE Stock Holding History

Whitegate Investment Counselors’s Portfolio PFE Stock Details PFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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%	-$1.82M	0.22%	38
2021 Q3	$1.86M	Hold	43,311	–	–	0.26%	86
2021 Q2	$1.7M	Buy	43,311 +650	+2%	+$25.5K	0.24%	90
2021 Q1	$1.55M	Hold	42,661	–	–	0.24%	90
2020 Q4	$1.57M	Sell	42,661 -2,304	-5%	-$84.8K	0.25%	80
2020 Q3	$1.57M	Sell	44,965 -632	-1%	-$22K	0.29%	79
2020 Q2	$1.42M	Hold	45,597	–	–	0.28%	79
2020 Q1	$1.41M	Sell	45,597 -422	-0.9%	-$13.1K	0.34%	76
2019 Q4	$1.71M	Sell	46,019 -226	-0.5%	-$8.4K	0.31%	80
2019 Q3	$1.58M	Sell	46,245 -1,363	-3%	-$46.5K	0.31%	81
2019 Q2	$1.96M	Sell	47,608 -719	-1%	-$29.6K	0.39%	75
2019 Q1	$1.95M	Sell	48,327 -358	-0.7%	-$14.4K	0.4%	75
2018 Q4	$2.02M	Sell	48,685 -211	-0.4%	-$8.74K	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%	-$10.6K	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%	-$25.1K	0.38%	80
2016 Q4	$1.54M	Buy	49,984 +285	+0.6%	+$8.78K	0.41%	73
2016 Q3	$1.6M	Buy	49,699 +1,454	+3%	+$46.7K	0.43%	73
2016 Q2	$1.61M	Buy	+48,245	New	+$1.61M	0.45%	69
2014 Q1	$1.38M	Buy	+48,983	New	+$1.38M	0.38%	75