WMS Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,000
| Closed | -$392K | – | 290 |
|
|
2021
Q2 | $392K | Hold |
10,000
| – | – | 0.06% | 166 |
|
|
2021
Q1 | $362K | Hold |
10,000
| – | – | 0.08% | 152 |
|
|
2020
Q4 | $368K | Sell |
10,000
-11,080
| -53% | -$406K | 0.06% | 163 |
|
|
2020
Q3 | $734K | Hold |
21,080
| – | – | 0.14% | 82 |
|
|
2020
Q2 | $654K | Buy |
21,080
+10,540
| +100% | +$358K | 0.14% | 88 |
|
|
2020
Q1 | $326K | Sell |
10,540
-10,540
| -50% | -$359K | 0.09% | 134 |
|
|
2019
Q4 | $784K | Sell |
21,080
-5,270
| -20% | -$188K | 0.18% | 74 |
|
|
2019
Q3 | $898K | Hold |
26,350
| – | – | 0.22% | 63 |
|
|
2019
Q2 | $1.08M | Hold |
26,350
| – | – | 0.27% | 56 |
|
|
2019
Q1 | $1.06M | Hold |
26,350
| – | – | 0.26% | 56 |
|
|
2018
Q4 | $1.09M | Hold |
26,350
| – | – | 0.31% | 50 |
|
|
2018
Q3 | $1.1M | Hold |
26,350
| – | – | 0.12% | 75 |
|
|
2018
Q2 | $907K | Hold |
26,350
| – | – | 0.11% | 84 |
|
|
2018
Q1 | $887K | Buy |
+26,350
| New | +$906K | 0.11% | 82 |
|
|
2017
Q3 | – | Sell |
-26,350
| Closed | -$840K | – | 215 |
|
|
2017
Q2 | $840K | Hold |
26,350
| – | – | 0.1% | 83 |
|
|
2017
Q1 | $855K | Buy |
+26,350
| New | +$831K | 0.11% | 82 |
|
|
2016
Q2 | – | Sell |
-26,350
| Closed | -$741K | – | 217 |
|
|
2016
Q1 | $741K | Buy |
+26,350
| New | +$753K | 0.1% | 89 |
|
|
2015
Q4 | – | Sell |
-26,350
| Closed | -$785K | – | 204 |
|
|
2015
Q3 | $785K | Buy |
26,350
+26,086
| +9,881% | +$836K | 0.12% | 87 |
|
|
2015
Q2 | $838K | Sell |
264
-26,086
| -99% | -$850K | 0.1% | 131 |
|
|
2015
Q1 | $8.7M | Buy |
+26,350
| New | +$838K | 1.07% | 27 |
|
|
2014
Q4 | – | Sell |
-26,350
| Closed | -$8K | – | 235 |
|
|
2014
Q3 | $8K | Hold |
26,350
| – | – | ﹤0.01% | 235 |
|
|
2014
Q2 | $742K | Hold |
26,350
| – | – | 0.11% | 109 |
|
|
2014
Q1 | $803K | Buy |
26,350
+26,086
| +9,881% | +$778K | 0.13% | 98 |
|
|
2013
Q4 | $766K | Buy |
+264
| New | +$7.68K | 0.13% | 92 |
|
|
2013
Q3 | – | Sell |
-31,620
| Closed | -$840K | – | 217 |
|
|
2013
Q2 | $840K | Buy |
+31,620
| New | +$874K | 0.15% | 85 |
|
Other funds holding PFE
TIM
WMS Partners's PFE Position: Q1 2025 in Review
WMS Partners sold out of Pfizer (PFE) in Q1 2025, closing a stake of 49,397 shares — an estimated $1.31M sold.
WMS Partners first reported a position in PFE in Q2 2013 and held it in 47 quarters. The position peaked at $3.65M in Q1 2015. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.
- WMS Partners reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
- WMS Partners sold 49,397 Pfizer shares in Q1 2025, an estimated $1.31M.
- WMS Partners first reported a position in Pfizer in Q2 2013 and held it in 47 quarters.
- WMS Partners's Pfizer position peaked at $3.65M in Q1 2015.
- 2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.
Based on WMS Partners's 13F filing for Q1 2025.