HHGA
Halbert Hargrove Global Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-172
| Closed | -$4.35K | – | 554 |
|
|
2025
Q1 | $4.35K | Buy |
+172
| New | +$4.35K | ﹤0.01% | 312 |
|
|
2023
Q2 | – | Sell |
-10,629
| Closed | -$434K | – | 144 |
|
|
2023
Q1 | $434K | Sell |
10,629
-696
| -6% | -$28.4K | 0.03% | 81 |
|
|
2022
Q4 | $580K | Sell |
11,325
-181
| -2% | -$9.28K | 0.04% | 67 |
|
|
2022
Q3 | $504K | Sell |
11,506
-232
| -2% | -$10.2K | 0.04% | 70 |
|
|
2022
Q2 | $615K | Sell |
11,738
-601
| -5% | -$31.5K | 0.05% | 64 |
|
|
2022
Q1 | $639K | Sell |
12,339
-5,608
| -31% | -$290K | 0.04% | 66 |
|
|
2021
Q4 | $1.06M | Buy |
17,947
+1,085
| +6% | +$64.1K | 0.07% | 49 |
|
|
2021
Q3 | $725K | Buy |
16,862
+254
| +2% | +$10.9K | 0.05% | 55 |
|
|
2021
Q2 | $650K | Buy |
16,608
+79
| +0.5% | +$3.09K | 0.04% | 62 |
|
|
2021
Q1 | $598K | Buy |
16,529
+144
| +0.9% | +$5.21K | 0.04% | 57 |
|
|
2020
Q4 | $604K | Buy |
16,385
+9,871
| +152% | +$364K | 0.05% | 52 |
|
|
2020
Q3 | $240K | Buy |
6,514
+418
| +7% | +$15.4K | 0.02% | 81 |
|
|
2020
Q2 | $200K | Sell |
6,096
-756
| -11% | -$24.8K | 0.03% | 89 |
|
|
2020
Q1 | $224K | Sell |
6,852
-1,749
| -20% | -$57.2K | 0.04% | 69 |
|
|
2019
Q4 | $337K | Sell |
8,601
-228
| -3% | -$8.93K | 0.09% | 49 |
|
|
2019
Q3 | $317K | Buy |
8,829
+136
| +2% | +$4.88K | 0.08% | 51 |
|
|
2019
Q2 | $377K | Buy |
+8,693
| New | +$377K | 0.1% | 41 |
|
|
2019
Q1 | – | Sell |
-7,753
| Closed | -$338K | – | 67 |
|
|
2018
Q4 | $338K | Sell |
7,753
-203
| -3% | -$8.85K | 0.08% | 48 |
|
|
2018
Q3 | $351K | Sell |
7,956
-362
| -4% | -$16K | 0.09% | 43 |
|
|
2018
Q2 | $302K | Buy |
8,318
+8
| +0.1% | +$290 | 0.08% | 52 |
|
|
2018
Q1 | $295K | Buy |
8,310
+608
| +8% | +$21.6K | 0.08% | 49 |
|
|
2017
Q4 | $279K | Sell |
7,702
-337
| -4% | -$12.2K | 0.07% | 52 |
|
|
2017
Q3 | $287K | Sell |
8,039
-4
| -0% | -$143 | 0.08% | 48 |
|
|
2017
Q2 | $270K | Sell |
8,043
-41
| -0.5% | -$1.38K | 0.07% | 55 |
|
|
2017
Q1 | $277K | Sell |
8,084
-1,094
| -12% | -$37.5K | 0.07% | 62 |
|
|
2016
Q4 | $298K | Buy |
9,178
+583
| +7% | +$18.9K | 0.08% | 49 |
|
|
2016
Q3 | $291K | Sell |
8,595
-1,261
| -13% | -$42.7K | 0.08% | 49 |
|
|
2016
Q2 | $347K | Buy |
9,856
+552
| +6% | +$19.4K | 0.1% | 43 |
|
|
2016
Q1 | $276K | Sell |
9,304
-1,391
| -13% | -$41.3K | 0.1% | 52 |
|
|
2015
Q4 | $345K | Sell |
10,695
-398
| -4% | -$12.8K | 0.15% | 52 |
|
|
2015
Q3 | $348K | Sell |
11,093
-12,798
| -54% | -$401K | 0.17% | 46 |
|
|
2015
Q2 | $801K | Sell |
23,891
-432
| -2% | -$14.5K | 0.19% | 40 |
|
|
2015
Q1 | $846K | Buy |
24,323
+11,058
| +83% | +$385K | 0.27% | 38 |
|
|
2014
Q4 | $413K | Sell |
13,265
-556
| -4% | -$17.3K | 0.21% | 52 |
|
|
2014
Q3 | $409K | Buy |
13,821
+1,799
| +15% | +$53.2K | 0.11% | 70 |
|
|
2014
Q2 | $357K | Sell |
12,022
-308
| -2% | -$9.15K | 0.11% | 73 |
|
|
2014
Q1 | $396K | Sell |
12,330
-1,125
| -8% | -$36.1K | 0.12% | 60 |
|
|
2013
Q4 | $412K | Buy |
+13,455
| New | +$412K | 0.13% | 54 |
|
|
2013
Q3 | – | Sell |
-7,666
| Closed | -$215K | – | 114 |
|
|
2013
Q2 | $215K | Buy |
+7,666
| New | +$215K | 0.08% | 97 |
|