Glass Jacobson Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.5K | Sell |
971
-15,363
| -94% | -$372K | 0.01% | 371 |
|
|
2025
Q1 | $433K | Hold |
16,334
| – | – | 0.14% | 160 |
|
|
2024
Q4 | $433K | Sell |
16,334
-3,501
| -18% | -$92.9K | 0.14% | 160 |
|
|
2024
Q3 | $574K | Sell |
19,835
-509
| -3% | -$14.7K | 0.19% | 129 |
|
|
2024
Q2 | $569K | Sell |
20,344
-650
| -3% | -$18.2K | 0.21% | 116 |
|
|
2024
Q1 | $583K | Sell |
20,994
-564
| -3% | -$15.7K | 0.22% | 115 |
|
|
2023
Q4 | $621K | Buy |
21,558
+24
| +0.1% | +$691 | 0.25% | 105 |
|
|
2023
Q3 | $714K | Sell |
21,534
-693
| -3% | -$23K | 0.33% | 92 |
|
|
2023
Q2 | $815K | Buy |
+22,227
| New | +$815K | 0.37% | 79 |
|
|
2022
Q4 | $1.23M | Buy |
+23,954
| New | +$1.23M | 0.61% | 44 |
|