Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.19M Sell
90,767
-1,955
-2% -$51.1K 0.18% 84
2026
Q1
$2.6M Sell
92,722
-6,005
-6% -$160K 0.23% 79
2025
Q4
$2.46M Sell
98,727
-900
-0.9% -$22.7K 0.21% 80
2025
Q3
$2.54M Sell
99,627
-2,380
-2% -$58.7K 0.22% 79
2025
Q2
$2.47M Sell
102,007
-3,250
-3% -$75.8K 0.23% 80
2025
Q1
$2.67M Sell
105,257
-2,100
-2% -$55K 0.26% 77
2024
Q4
$2.85M Sell
107,357
-15,767
-13% -$428K 0.27% 75
2024
Q3
$3.56M Buy
123,124
+5,797
+5% +$169K 0.34% 70
2024
Q2
$3.28M Sell
117,327
-3,970
-3% -$109K 0.33% 67
2024
Q1
$3.37M Buy
121,297
+370
+0.3% +$10.3K 0.35% 70
2023
Q4
$3.48M Sell
120,927
-4,843
-4% -$146K 0.4% 68
2023
Q3
$4.17M Sell
125,770
-690
-0.5% -$24.4K 0.52% 57
2023
Q2
$4.64M Sell
126,460
-7,405
-6% -$288K 0.55% 55
2023
Q1
$5.46M Sell
133,865
-265
-0.2% -$11.4K 0.7% 50
2022
Q4
$6.87M Buy
134,130
+2,575
+2% +$123K 0.91% 40
2022
Q3
$5.76M Sell
131,555
-1,189
-0.9% -$57.8K 0.86% 41
2022
Q2
$6.96M Buy
132,744
+261
+0.2% +$13.3K 0.97% 35
2022
Q1
$6.86M Sell
132,483
-9,019
-6% -$468K 0.8% 44
2021
Q4
$8.36M Sell
141,502
-274
-0.2% -$13.6K 0.87% 39
2021
Q3
$6.1M Sell
141,776
-65
-0% -$2.88K 0.71% 46
2021
Q2
$5.55M Buy
141,841
+981
+0.7% +$38.1K 0.65% 51
2021
Q1
$5.1M Buy
140,860
+195
+0.1% +$6.92K 0.65% 53
2020
Q4
$5.18M Sell
140,665
-3,198
-2% -$117K 0.69% 49
2020
Q3
$5.01M Sell
143,863
-158
-0.1% -$5.54K 0.81% 44
2020
Q2
$4.47M Buy
144,021
+366
+0.3% +$12.4K 0.76% 43
2020
Q1
$4.45M Buy
143,655
+843
+0.6% +$28.7K 0.91% 40
2019
Q4
$5.31M Sell
142,812
-4,790
-3% -$171K 0.86% 46
2019
Q3
$5.03M Sell
147,602
-5,005
-3% -$182K 0.88% 44
2019
Q2
$6.27M Buy
152,607
+501
+0.3% +$19.9K 1.1% 36
2019
Q1
$6.13M Sell
152,106
-3,937
-3% -$158K 1.1% 36
2018
Q4
$6.46M Sell
156,043
-625
-0.4% -$25.9K 1.3% 28
2018
Q3
$6.55M Sell
156,668
-1,365
-0.9% -$52.5K 1.11% 35
2018
Q2
$5.44M Sell
158,033
-3,352
-2% -$115K 1% 39
2018
Q1
$5.43M Sell
161,385
-990
-0.6% -$34K 1.03% 37
2017
Q4
$5.58M Buy
162,375
+1,454
+0.9% +$49.6K 1.03% 39
2017
Q3
$5.45M Sell
160,921
-1,000
-0.6% -$32.1K 1.04% 38
2017
Q2
$5.16M Buy
161,921
+3,457
+2% +$109K 1.01% 39
2017
Q1
$5.14M Sell
158,464
-7,283
-4% -$230K 1.04% 40
2016
Q4
$5.11M Buy
165,747
+1,204
+0.7% +$36.8K 1.04% 42
2016
Q3
$5.29M Buy
164,543
+400
+0.2% +$13.4K 1.08% 39
2016
Q2
$5.48M Buy
164,143
+232
+0.1% +$7.4K 1.13% 36
2016
Q1
$4.61M Sell
163,911
-2,740
-2% -$78.3K 0.97% 42
2015
Q4
$5.1M Sell
166,651
-11,664
-7% -$367K 1.12% 36
2015
Q3
$5.31M Sell
178,315
-21,897
-11% -$702K 1.21% 35
2015
Q2
$6.37M Sell
200,212
-12,020
-6% -$392K 1.2% 37
2015
Q1
$7M Buy
212,232
+1,159
+0.5% +$36.8K 1.3% 31
2014
Q4
$6.24M Buy
211,073
+242
+0.1% +$6.94K 1.16% 36
2014
Q3
$5.92M Sell
210,831
-29,375
-12% -$824K 1.14% 37
2014
Q2
$6.76M Buy
240,206
+132
+0.1% +$3.76K 1.2% 34
2014
Q1
$7.32M Sell
240,074
-2,340
-1% -$69.8K 1.36% 28
2013
Q4
$7.04M Sell
242,414
-3,600
-1% -$105K 1.28% 27
2013
Q3
$6.71M Sell
246,014
-2,680
-1% -$72.9K 1.33% 27
2013
Q2
$6.61M Buy
+248,694
New +$6.87M 1.35% 27

Other funds holding PFE