JGC
J. Goldman & Co’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-177,251
| Closed | -$4.49M | – | 447 |
|
|
2025
Q1 | $4.49M | Sell |
177,251
-133,872
| -43% | -$3.39M | 0.11% | 156 |
|
|
2024
Q4 | $8.25M | Buy |
+311,123
| New | +$8.25M | 0.22% | 115 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 440 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 417 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 365 |
|
|
2023
Q4 | – | Sell |
-58,429
| Closed | -$1.94M | – | 313 |
|
|
2023
Q3 | $1.94M | Buy |
+58,429
| New | +$1.94M | 0.07% | 137 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 346 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 342 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 342 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 318 |
|
|
2022
Q1 | – | Sell |
-128,713
| Closed | -$7.6M | – | 307 |
|
|
2021
Q4 | $7.6M | Buy |
+128,713
| New | +$7.6M | 0.42% | 39 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 333 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 386 |
|
|
2020
Q4 | – | Sell |
-31,834
| Closed | -$1.17M | – | 351 |
|
|
2020
Q3 | $1.17M | Buy |
+31,834
| New | +$1.17M | 0.08% | 148 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 263 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 249 |
|
|
2015
Q4 | – | Sell |
-223,925
| Closed | -$7.03M | – | 211 |
|
|
2015
Q3 | $7.03M | Buy |
+223,925
| New | +$7.03M | 0.6% | 30 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 224 |
|
|
2014
Q4 | – | Sell |
-149,432
| Closed | -$4.42M | – | 186 |
|
|
2014
Q3 | $4.42M | Buy |
149,432
+8,633
| +6% | +$255K | 0.27% | 77 |
|
|
2014
Q2 | $4.18M | Buy |
140,799
+61,076
| +77% | +$1.81M | 0.31% | 59 |
|
|
2014
Q1 | $2.56M | Buy |
+79,723
| New | +$2.56M | 0.19% | 82 |
|
|
2013
Q3 | – | Sell |
-67,700
| Closed | -$1.9M | – | 212 |
|
|
2013
Q2 | $1.9M | Buy |
+67,700
| New | +$1.9M | 0.19% | 93 |
|