GA
Geller Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $791K | Sell |
29,830
-83
| -0.3% | -$2.2K | 0.05% | 84 |
|
|
2024
Q3 | $866K | Buy |
29,913
+434
| +1% | +$12.6K | 0.06% | 85 |
|
|
2024
Q2 | $825K | Buy |
29,479
+4,965
| +20% | +$139K | 0.06% | 90 |
|
|
2024
Q1 | $680K | Sell |
24,514
-5,833
| -19% | -$162K | 0.06% | 104 |
|
|
2023
Q4 | $874K | Sell |
30,347
-4,462
| -13% | -$128K | 0.09% | 75 |
|
|
2023
Q3 | $1.15M | Buy |
34,809
+3,515
| +11% | +$117K | 0.13% | 46 |
|
|
2023
Q2 | $1.15M | Buy |
31,294
+13,375
| +75% | +$491K | 0.14% | 46 |
|
|
2023
Q1 | $731K | Buy |
17,919
+3,259
| +22% | +$133K | 0.11% | 41 |
|
|
2022
Q4 | $751K | Buy |
14,660
+510
| +4% | +$26.1K | 0.13% | 39 |
|
|
2022
Q3 | $619K | Buy |
14,150
+6,483
| +85% | +$284K | 0.13% | 38 |
|
|
2022
Q2 | $402K | Buy |
7,667
+137
| +2% | +$7.18K | 0.08% | 63 |
|
|
2022
Q1 | $390K | Sell |
7,530
-1,378
| -15% | -$71.4K | 0.07% | 77 |
|
|
2021
Q4 | $526K | Buy |
8,908
+134
| +2% | +$7.91K | 0.1% | 58 |
|
|
2021
Q3 | $377K | Buy |
8,774
+225
| +3% | +$9.67K | 0.08% | 77 |
|
|
2021
Q2 | $335K | Sell |
8,549
-75
| -0.9% | -$2.94K | 0.07% | 81 |
|
|
2021
Q1 | $312K | Buy |
8,624
+1,381
| +19% | +$50K | 0.07% | 78 |
|
|
2020
Q4 | $307K | Hold |
7,243
| – | – | 0.08% | 75 |
|
|
2020
Q3 | $266K | Buy |
7,243
+323
| +5% | +$11.9K | 0.08% | 63 |
|
|
2020
Q2 | $226K | Buy |
+6,920
| New | +$226K | 0.07% | 70 |
|
|
2016
Q4 | – | Sell |
-12,570
| Closed | -$426K | – | 29 |
|
|
2016
Q3 | $426K | Buy |
12,570
+4,915
| +64% | +$167K | 0.24% | 18 |
|
|
2016
Q2 | $270K | Hold |
7,655
| – | – | 0.16% | 20 |
|
|
2016
Q1 | $227K | Sell |
7,655
-525
| -6% | -$15.6K | 0.14% | 23 |
|
|
2015
Q4 | $264K | Buy |
8,180
+525
| +7% | +$16.9K | 0.16% | 25 |
|
|
2015
Q3 | $240K | Sell |
7,655
-1,000
| -12% | -$31.4K | 0.15% | 24 |
|
|
2015
Q2 | $290K | Hold |
8,655
| – | – | 0.17% | 25 |
|
|
2015
Q1 | $301K | Hold |
8,655
| – | – | 0.17% | 27 |
|
|
2014
Q4 | $270K | Buy |
+8,655
| New | +$270K | 0.16% | 29 |
|