GCA
Gradient Capital Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
10,468
-2,676
| -20% | -$64.9K | 0.08% | 142 |
|
|
2025
Q1 | $333K | Sell |
13,144
-1,799
| -12% | -$45.6K | 0.11% | 115 |
|
|
2024
Q4 | $396K | Sell |
14,943
-7,544
| -34% | -$200K | 0.13% | 107 |
|
|
2024
Q3 | $651K | Buy |
22,487
+23
| +0.1% | +$666 | 0.22% | 79 |
|
|
2024
Q2 | $629K | Buy |
22,464
+111
| +0.5% | +$3.11K | 0.22% | 80 |
|
|
2024
Q1 | $620K | Buy |
22,353
+5,171
| +30% | +$143K | 0.23% | 80 |
|
|
2023
Q4 | $495K | Sell |
17,182
-2,071
| -11% | -$59.6K | 0.19% | 89 |
|
|
2023
Q3 | $639K | Sell |
19,253
-487
| -2% | -$16.2K | 0.27% | 71 |
|
|
2023
Q2 | $724K | Sell |
19,740
-3,212
| -14% | -$118K | 0.29% | 70 |
|
|
2023
Q1 | $936K | Sell |
22,952
-70
| -0.3% | -$2.86K | 0.4% | 55 |
|
|
2022
Q4 | $1.18M | Buy |
23,022
+248
| +1% | +$12.7K | 0.54% | 44 |
|
|
2022
Q3 | $997K | Buy |
22,774
+1,006
| +5% | +$44K | 0.48% | 50 |
|
|
2022
Q2 | $1.14M | Buy |
21,768
+450
| +2% | +$23.6K | 0.55% | 50 |
|
|
2022
Q1 | $1.1M | Buy |
21,318
+62
| +0.3% | +$3.21K | 0.47% | 51 |
|
|
2021
Q4 | $1.26M | Buy |
21,256
+871
| +4% | +$51.4K | 0.52% | 46 |
|
|
2021
Q3 | $877K | Buy |
20,385
+10,992
| +117% | +$473K | 0.4% | 53 |
|
|
2021
Q2 | $368K | Buy |
9,393
+1,346
| +17% | +$52.7K | 0.17% | 89 |
|
|
2021
Q1 | $292K | Buy |
8,047
+291
| +4% | +$10.6K | 0.15% | 93 |
|
|
2020
Q4 | $286K | Buy |
+7,756
| New | +$286K | 0.16% | 87 |
|