GI
Gradient Investments’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6M | Sell |
809,361
-351,121
| -30% | -$8.51M | 0.36% | 94 |
|
|
2025
Q1 | $29.4M | Buy |
1,160,482
+50,650
| +5% | +$1.28M | 0.59% | 56 |
|
|
2024
Q4 | $29.4M | Buy |
1,109,832
+183,403
| +20% | +$4.87M | 0.6% | 53 |
|
|
2024
Q3 | $26.8M | Buy |
926,429
+364,113
| +65% | +$10.5M | 0.56% | 59 |
|
|
2024
Q2 | $15.7M | Buy |
562,316
+553,760
| +6,472% | +$15.5M | 0.35% | 95 |
|
|
2024
Q1 | $237K | Sell |
8,556
-11,758
| -58% | -$326K | 0.01% | 280 |
|
|
2023
Q4 | $585K | Buy |
20,314
+1,129
| +6% | +$32.5K | 0.01% | 225 |
|
|
2023
Q3 | $636K | Sell |
19,185
-1,397
| -7% | -$46.3K | 0.02% | 197 |
|
|
2023
Q2 | $755K | Buy |
20,582
+399
| +2% | +$14.6K | 0.02% | 191 |
|
|
2023
Q1 | $823K | Buy |
20,183
+73
| +0.4% | +$2.98K | 0.02% | 184 |
|
|
2022
Q4 | $1.03M | Sell |
20,110
-1,071
| -5% | -$54.9K | 0.03% | 181 |
|
|
2022
Q3 | $927K | Sell |
21,181
-984
| -4% | -$43.1K | 0.03% | 181 |
|
|
2022
Q2 | $1.16M | Buy |
22,165
+2,993
| +16% | +$157K | 0.03% | 174 |
|
|
2022
Q1 | $993K | Buy |
19,172
+337
| +2% | +$17.5K | 0.03% | 179 |
|
|
2021
Q4 | $1.11M | Sell |
18,835
-144
| -0.8% | -$8.5K | 0.03% | 171 |
|
|
2021
Q3 | $816K | Buy |
18,979
+540
| +3% | +$23.2K | 0.02% | 178 |
|
|
2021
Q2 | $722K | Buy |
18,439
+323
| +2% | +$12.6K | 0.02% | 181 |
|
|
2021
Q1 | $656K | Buy |
18,116
+906
| +5% | +$32.8K | 0.02% | 185 |
|
|
2020
Q4 | $632K | Hold |
17,210
| – | – | 0.03% | 174 |
|
|
2020
Q3 | $632K | Buy |
17,210
+5,157
| +43% | +$189K | 0.03% | 182 |
|
|
2020
Q2 | $394K | Sell |
12,053
-570
| -5% | -$18.6K | 0.02% | 208 |
|
|
2020
Q1 | $412K | Buy |
12,623
+286
| +2% | +$9.34K | 0.02% | 203 |
|
|
2019
Q4 | $483K | Buy |
12,337
+185
| +2% | +$7.24K | 0.02% | 218 |
|
|
2019
Q3 | $437K | Buy |
12,152
+441
| +4% | +$15.9K | 0.02% | 227 |
|
|
2019
Q2 | $507K | Buy |
11,711
+1,955
| +20% | +$84.6K | 0.03% | 222 |
|
|
2019
Q1 | $414K | Sell |
9,756
-2,509
| -20% | -$106K | 0.03% | 195 |
|
|
2018
Q4 | $535K | Sell |
12,265
-759
| -6% | -$33.1K | 0.03% | 179 |
|
|
2018
Q3 | $574K | Sell |
13,024
-242,477
| -95% | -$10.7M | 0.03% | 186 |
|
|
2018
Q2 | $9.27M | Buy |
255,501
+9,538
| +4% | +$346K | 0.5% | 35 |
|
|
2018
Q1 | $8.73M | Buy |
245,963
+20,128
| +9% | +$714K | 0.47% | 42 |
|
|
2017
Q4 | $8.18M | Buy |
225,835
+11,642
| +5% | +$422K | 0.47% | 47 |
|
|
2017
Q3 | $7.65M | Buy |
214,193
+8,760
| +4% | +$313K | 0.49% | 38 |
|
|
2017
Q2 | $6.9M | Buy |
205,433
+13,604
| +7% | +$457K | 0.48% | 48 |
|
|
2017
Q1 | $6.56M | Buy |
191,829
+27,151
| +16% | +$929K | 0.5% | 40 |
|
|
2016
Q4 | $5.35M | Buy |
164,678
+25,102
| +18% | +$815K | 0.47% | 56 |
|
|
2016
Q3 | $4.73M | Buy |
139,576
+9,975
| +8% | +$338K | 0.46% | 55 |
|
|
2016
Q2 | $4.56M | Buy |
129,601
+12,206
| +10% | +$430K | 0.49% | 41 |
|
|
2016
Q1 | $3.48M | Buy |
117,395
+4,698
| +4% | +$139K | 0.43% | 75 |
|
|
2015
Q4 | $3.64M | Buy |
112,697
+4,349
| +4% | +$140K | 0.49% | 50 |
|
|
2015
Q3 | $3.4M | Sell |
108,348
-8,760
| -7% | -$275K | 0.48% | 45 |
|
|
2015
Q2 | $3.93M | Buy |
117,108
+7,907
| +7% | +$265K | 0.54% | 39 |
|
|
2015
Q1 | $3.8M | Sell |
109,201
-266
| -0.2% | -$9.25K | 0.57% | 35 |
|
|
2014
Q4 | $3.41M | Buy |
109,467
+13,026
| +14% | +$406K | 0.56% | 44 |
|
|
2014
Q3 | $2.85M | Buy |
96,441
+15,479
| +19% | +$458K | 0.52% | 45 |
|
|
2014
Q2 | $2.4M | Buy |
80,962
+13,470
| +20% | +$400K | 0.47% | 67 |
|
|
2014
Q1 | $2.17M | Buy |
67,492
+5,111
| +8% | +$164K | 0.5% | 43 |
|
|
2013
Q4 | $1.91M | Buy |
62,381
+10,096
| +19% | +$309K | 0.51% | 39 |
|
|
2013
Q3 | $1.5M | Buy |
52,285
+8,214
| +19% | +$236K | 0.47% | 52 |
|
|
2013
Q2 | $1.23M | Buy |
+44,071
| New | +$1.23M | 0.46% | 46 |
|