Gladstone Institutional Advisory’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
81,821
-3,948
| -5% | -$95.7K | 0.08% | 241 |
|
|
2025
Q1 | $2.17M | Sell |
85,769
-78,663
| -48% | -$1.99M | 0.1% | 213 |
|
|
2024
Q4 | $4.36M | Buy |
164,432
+13,587
| +9% | +$360K | 0.2% | 116 |
|
|
2024
Q3 | $4.37M | Buy |
150,845
+81,349
| +117% | +$2.35M | 0.21% | 117 |
|
|
2024
Q2 | $1.94M | Buy |
69,496
+2,359
| +4% | +$66K | 0.1% | 222 |
|
|
2024
Q1 | $1.86M | Sell |
67,137
-18,223
| -21% | -$506K | 0.1% | 212 |
|
|
2023
Q4 | $2.46M | Sell |
85,360
-10,896
| -11% | -$314K | 0.14% | 185 |
|
|
2023
Q3 | $3.19M | Buy |
96,256
+2,731
| +3% | +$90.6K | 0.21% | 125 |
|
|
2023
Q2 | $3.43M | Sell |
93,525
-20,414
| -18% | -$749K | 0.21% | 125 |
|
|
2023
Q1 | $4.65M | Sell |
113,939
-12,541
| -10% | -$512K | 0.3% | 90 |
|
|
2022
Q4 | $6.48M | Sell |
126,480
-9,683
| -7% | -$496K | 0.46% | 47 |
|
|
2022
Q3 | $5.96M | Sell |
136,163
-7,882
| -5% | -$345K | 0.47% | 42 |
|
|
2022
Q2 | $7.55M | Buy |
144,045
+15,767
| +12% | +$827K | 0.6% | 27 |
|
|
2022
Q1 | $6.64M | Sell |
128,278
-11,720
| -8% | -$607K | 0.45% | 47 |
|
|
2021
Q4 | $8.27M | Buy |
139,998
+44,589
| +47% | +$2.63M | 0.64% | 33 |
|
|
2021
Q3 | $4.1M | Buy |
95,409
+27,085
| +40% | +$1.17M | 0.4% | 66 |
|
|
2021
Q2 | $2.68M | Buy |
68,324
+27,473
| +67% | +$1.08M | 0.32% | 83 |
|
|
2021
Q1 | $1.48M | Buy |
40,851
+23,580
| +137% | +$854K | 0.23% | 101 |
|
|
2020
Q4 | $636K | Buy |
17,271
+3,524
| +26% | +$130K | 0.13% | 141 |
|
|
2020
Q3 | $479K | Buy |
13,747
+1,646
| +14% | +$57.4K | 0.11% | 145 |
|
|
2020
Q2 | $375K | Sell |
12,101
-13,259
| -52% | -$411K | 0.1% | 157 |
|
|
2020
Q1 | $785K | Buy |
25,360
+9,636
| +61% | +$298K | 0.2% | 103 |
|
|
2019
Q4 | $584K | Sell |
15,724
-1,291
| -8% | -$47.9K | 0.14% | 124 |
|
|
2019
Q3 | $580K | Buy |
17,015
+3,727
| +28% | +$127K | 0.15% | 123 |
|
|
2019
Q2 | $546K | Buy |
13,288
+4,448
| +50% | +$183K | 0.17% | 127 |
|
|
2019
Q1 | $356K | Sell |
8,840
-231
| -3% | -$9.3K | 0.13% | 142 |
|
|
2018
Q4 | $376K | Buy |
+9,071
| New | +$376K | 0.22% | 106 |
|