Wimmer Associates 1’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-9,735
| Closed | -$258K | – | 110 |
|
2024
Q4 | $258K | Sell |
9,735
-855
| -8% | -$22.7K | 0.13% | 102 |
|
2024
Q3 | $306K | Buy |
10,590
+93
| +0.9% | +$2.69K | 0.15% | 99 |
|
2024
Q2 | $294K | Buy |
10,497
+381
| +4% | +$10.7K | 0.15% | 99 |
|
2024
Q1 | $281K | Buy |
10,116
+738
| +8% | +$20.5K | 0.15% | 99 |
|
2023
Q4 | $270K | Sell |
9,378
-8,521
| -48% | -$245K | 0.15% | 97 |
|
2023
Q3 | $594K | Sell |
17,899
-6,421
| -26% | -$213K | 0.37% | 62 |
|
2023
Q2 | $892K | Sell |
24,320
-327
| -1% | -$12K | 0.54% | 48 |
|
2023
Q1 | $916K | Sell |
24,647
-1,540
| -6% | -$57.2K | 0.58% | 45 |
|
2022
Q4 | $1.34M | Sell |
26,187
-220
| -0.8% | -$11.3K | 0.89% | 35 |
|
2022
Q3 | $1.23M | Sell |
26,407
-1,778
| -6% | -$82.7K | 0.81% | 38 |
|
2022
Q2 | $1.48M | Buy |
28,185
+275
| +1% | +$14.4K | 0.96% | 35 |
|
2022
Q1 | $1.45M | Buy |
27,910
+4,455
| +19% | +$231K | 0.8% | 38 |
|
2021
Q4 | $1.39M | Buy |
23,455
+1,740
| +8% | +$103K | 0.74% | 40 |
|
2021
Q3 | $934K | Buy |
21,715
+1,688
| +8% | +$72.6K | 0.55% | 49 |
|
2021
Q2 | $784K | Buy |
20,027
+2,135
| +12% | +$83.6K | 0.46% | 51 |
|
2021
Q1 | $648K | Buy |
17,892
+2,884
| +19% | +$104K | 0.35% | 62 |
|
2020
Q4 | $552K | Buy |
15,008
+872
| +6% | +$32.1K | 0.33% | 62 |
|
2020
Q3 | $492K | Buy |
14,136
+763
| +6% | +$26.6K | 0.33% | 63 |
|
2020
Q2 | $487K | Buy |
13,373
+1,109
| +9% | +$40.4K | 0.38% | 62 |
|
2020
Q1 | $380K | Buy |
12,264
+1,864
| +18% | +$57.8K | 0.35% | 68 |
|
2019
Q4 | $387K | Buy |
10,400
+5
| +0% | +$186 | 0.31% | 71 |
|
2019
Q3 | $354K | Sell |
10,395
-117
| -1% | -$3.98K | 0.31% | 76 |
|
2019
Q2 | $432K | Sell |
10,512
-206
| -2% | -$8.47K | 0.38% | 66 |
|
2019
Q1 | $432K | Buy |
10,718
+4
| +0% | +$161 | 0.38% | 66 |
|
2018
Q4 | $444K | Buy |
10,714
+319
| +3% | +$13.2K | 0.44% | 60 |
|
2018
Q3 | $435K | Buy |
10,395
+400
| +4% | +$16.7K | 0.36% | 70 |
|
2018
Q2 | $344K | Buy |
9,995
+4
| +0% | +$138 | 0.31% | 79 |
|
2018
Q1 | $336K | Buy |
9,991
+547
| +6% | +$18.4K | 0.3% | 85 |
|
2017
Q4 | $325K | Buy |
9,444
+315
| +3% | +$10.8K | 0.29% | 86 |
|
2017
Q3 | $309K | Buy |
9,129
+331
| +4% | +$11.2K | 0.28% | 92 |
|
2017
Q2 | $280K | Sell |
8,798
-934
| -10% | -$29.7K | 0.26% | 96 |
|
2017
Q1 | $316K | Buy |
9,732
+242
| +3% | +$7.86K | 0.3% | 89 |
|
2016
Q4 | $292K | Sell |
9,490
-487
| -5% | -$15K | 0.27% | 93 |
|
2016
Q3 | $321K | Sell |
9,977
-733
| -7% | -$23.6K | 0.29% | 88 |
|
2016
Q2 | $358K | Buy |
10,710
+801
| +8% | +$26.8K | 0.32% | 84 |
|
2016
Q1 | $279K | Buy |
+9,909
| New | +$279K | 0.26% | 91 |
|