EFS
Essex Financial Services’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54M | Buy |
228,372
+29,086
| +15% | +$705K | 0.36% | 62 |
|
|
2025
Q1 | $5.05M | Sell |
199,286
-31,049
| -13% | -$787K | 0.36% | 62 |
|
|
2024
Q4 | $6.11M | Buy |
230,335
+18,947
| +9% | +$503K | 0.43% | 50 |
|
|
2024
Q3 | $6.1M | Sell |
211,388
-84,335
| -29% | -$2.43M | 0.44% | 52 |
|
|
2024
Q2 | $8.5M | Buy |
295,723
+36,361
| +14% | +$1.05M | 0.63% | 32 |
|
|
2024
Q1 | $7.2M | Sell |
259,362
-11,853
| -4% | -$329K | 0.66% | 32 |
|
|
2023
Q4 | $7.81M | Sell |
271,215
-6,792
| -2% | -$196K | 0.81% | 26 |
|
|
2023
Q3 | $9.22M | Buy |
278,007
+27,887
| +11% | +$925K | 1.07% | 18 |
|
|
2023
Q2 | $9.17M | Sell |
250,120
-5,782
| -2% | -$212K | 1.04% | 19 |
|
|
2023
Q1 | $10.4M | Sell |
255,902
-3,537
| -1% | -$144K | 1.1% | 16 |
|
|
2022
Q4 | $13.3M | Buy |
259,439
+530
| +0.2% | +$27.2K | 1.41% | 14 |
|
|
2022
Q3 | $11.3M | Buy |
258,909
+3,820
| +1% | +$167K | 1.35% | 14 |
|
|
2022
Q2 | $13.4M | Sell |
255,089
-816
| -0.3% | -$42.8K | 1.49% | 10 |
|
|
2022
Q1 | $13.2M | Buy |
255,905
+2,646
| +1% | +$137K | 1.27% | 13 |
|
|
2021
Q4 | $15M | Buy |
253,259
+4,885
| +2% | +$288K | 1.48% | 10 |
|
|
2021
Q3 | $10.7M | Buy |
248,374
+78,065
| +46% | +$3.36M | 1.22% | 13 |
|
|
2021
Q2 | $6.17M | Hold |
170,309
| – | – | 0.89% | 18 |
|
|
2021
Q1 | $6.17M | Sell |
170,309
-452
| -0.3% | -$16.4K | 1.11% | 16 |
|
|
2020
Q4 | $6.29M | Buy |
170,761
+5,772
| +3% | +$212K | 1.24% | 13 |
|
|
2020
Q3 | $6.06M | Buy |
164,989
+16,148
| +11% | +$593K | 1.49% | 12 |
|
|
2020
Q2 | $4.87M | Buy |
148,841
+36,863
| +33% | +$1.21M | 1.5% | 11 |
|
|
2020
Q1 | $3.66M | Sell |
111,978
-1,340
| -1% | -$43.7K | 1.3% | 14 |
|
|
2019
Q4 | $4.44M | Sell |
113,318
-2,228
| -2% | -$87.3K | 1.22% | 15 |
|
|
2019
Q3 | $4.15M | Sell |
115,546
-137,214
| -54% | -$4.93M | 1.34% | 16 |
|
|
2019
Q2 | $11M | Buy |
252,760
+2,390
| +1% | +$104K | 3.23% | 4 |
|
|
2019
Q1 | $10.6M | Sell |
250,370
-16,716
| -6% | -$710K | 3.21% | 4 |
|
|
2018
Q4 | $11.7M | Sell |
267,086
-41,324
| -13% | -$1.8M | 3.57% | 2 |
|
|
2018
Q3 | $13.6M | Sell |
308,410
-22,687
| -7% | -$1,000K | 2.99% | 2 |
|
|
2018
Q2 | $12M | Buy |
331,097
+3,249
| +1% | +$118K | 2.89% | 2 |
|
|
2018
Q1 | $11.6M | Sell |
327,848
-7,191
| -2% | -$255K | 2.28% | 3 |
|
|
2017
Q4 | $12.1M | Sell |
335,039
-7,848
| -2% | -$284K | 2.88% | 4 |
|
|
2017
Q3 | $12.2M | Buy |
342,887
+13,635
| +4% | +$487K | 3.01% | 4 |
|
|
2017
Q2 | $11.1M | Buy |
329,252
+183
| +0.1% | +$6.15K | 2.33% | 5 |
|
|
2017
Q1 | $11.3M | Sell |
329,069
-38,612
| -11% | -$1.32M | 2.59% | 5 |
|
|
2016
Q4 | $11.9M | Buy |
367,681
+17,190
| +5% | +$558K | 2.56% | 5 |
|
|
2016
Q3 | $11.9M | Sell |
350,491
-227
| -0.1% | -$7.69K | 2.82% | 3 |
|
|
2016
Q2 | $12.3M | Sell |
350,718
-5,591
| -2% | -$197K | 2.99% | 3 |
|
|
2016
Q1 | $10.6M | Sell |
356,309
-4,763
| -1% | -$141K | 2.62% | 5 |
|
|
2015
Q4 | $11.7M | Buy |
361,072
+123,233
| +52% | +$3.98M | 2.8% | 3 |
|
|
2015
Q3 | $7.47M | Buy |
237,839
+18,106
| +8% | +$569K | 1.94% | 5 |
|
|
2015
Q2 | $7.37M | Sell |
219,733
-7,390
| -3% | -$248K | 1.9% | 6 |
|
|
2015
Q1 | $7.9M | Sell |
227,123
-27,298
| -11% | -$950K | 2.03% | 6 |
|
|
2014
Q4 | $7.93M | Buy |
254,421
+5,378
| +2% | +$168K | 2.06% | 7 |
|
|
2014
Q3 | $7.36M | Sell |
249,043
-19,035
| -7% | -$563K | 2.2% | 7 |
|
|
2014
Q2 | $7.96M | Buy |
268,078
+751
| +0.3% | +$22.3K | 2.38% | 4 |
|
|
2014
Q1 | $8.59M | Sell |
267,327
-1,149
| -0.4% | -$36.9K | 2.8% | 4 |
|
|
2013
Q4 | $8.22M | Buy |
268,476
+1,836
| +0.7% | +$56.2K | 2.78% | 4 |
|
|
2013
Q3 | $7.66K | Sell |
266,640
-9,711
| -4% | -$279 | 2.41% | 6 |
|
|
2013
Q2 | $7.74M | Buy |
+276,351
| New | +$7.74M | 2.71% | 6 |
|