Gradient Capital Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
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|
2025
Q1 | $333K | Sell |
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|
2024
Q4 | $396K | Sell |
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|
2024
Q3 | $651K | Buy |
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|
2024
Q2 | $629K | Buy |
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|
2024
Q1 | $620K | Buy |
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|
2023
Q4 | $495K | Sell |
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|
2023
Q3 | $639K | Sell |
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|
2023
Q2 | $724K | Sell |
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|
2023
Q1 | $936K | Sell |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $997K | Buy |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $877K | Buy |
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|
2021
Q2 | $368K | Buy |
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|
2021
Q1 | $292K | Buy |
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|
2020
Q4 | $286K | Buy |
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