J.W. Coons Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $854K | Buy |
35,241
+1,996
| +6% | +$48.4K | 0.19% | 112 |
|
|
2025
Q1 | $842K | Buy |
33,245
+300
| +0.9% | +$7.6K | 0.22% | 103 |
|
|
2024
Q4 | $874K | Sell |
32,945
-3,776
| -10% | -$100K | 0.22% | 101 |
|
|
2024
Q3 | $1.06M | Hold |
36,721
| – | – | 0.27% | 90 |
|
|
2024
Q2 | $1.03M | Sell |
36,721
-200
| -0.5% | -$5.6K | 0.25% | 91 |
|
|
2024
Q1 | $1.02M | Sell |
36,921
-2,100
| -5% | -$58.3K | 0.23% | 87 |
|
|
2023
Q4 | $1.12M | Sell |
39,021
-5,100
| -12% | -$147K | 0.3% | 80 |
|
|
2023
Q3 | $1.46M | Sell |
44,121
-3,600
| -8% | -$119K | 0.42% | 56 |
|
|
2023
Q2 | $1.75M | Hold |
47,721
| – | – | 0.48% | 51 |
|
|
2023
Q1 | $1.95M | Sell |
47,721
-208
| -0.4% | -$8.49K | 0.56% | 47 |
|
|
2022
Q4 | $2.46M | Buy |
47,929
+1,608
| +3% | +$82.4K | 0.73% | 39 |
|
|
2022
Q3 | $2.03M | Buy |
46,321
+1,100
| +2% | +$48.1K | 0.77% | 40 |
|
|
2022
Q2 | $2.37M | Sell |
45,221
-300
| -0.7% | -$15.7K | 0.84% | 33 |
|
|
2022
Q1 | $2.36M | Buy |
45,521
+5,829
| +15% | +$302K | 0.7% | 42 |
|
|
2021
Q4 | $2.35M | Sell |
39,692
-300
| -0.8% | -$17.7K | 0.71% | 38 |
|
|
2021
Q3 | $1.72M | Sell |
39,992
-2,009
| -5% | -$86.6K | 0.59% | 49 |
|
|
2021
Q2 | $1.65M | Sell |
42,001
-200
| -0.5% | -$7.84K | 0.58% | 51 |
|
|
2021
Q1 | $1.53M | Buy |
42,201
+144
| +0.3% | +$5.21K | 0.55% | 54 |
|
|
2020
Q4 | $1.55M | Sell |
42,057
-3,499
| -8% | -$129K | 0.59% | 46 |
|
|
2020
Q3 | $1.58M | Sell |
45,556
-501
| -1% | -$17.4K | 0.66% | 43 |
|
|
2020
Q2 | $1.43M | Sell |
46,057
-9,221
| -17% | -$286K | 0.63% | 49 |
|
|
2020
Q1 | $1.71M | Buy |
+55,278
| New | +$1.71M | 0.9% | 30 |
|