Jackson Creek Investment 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 | $447K | Buy |
18,439
+54
| +0.3% | +$1.31K | 0.12% | 240 |
|
2025
Q1 | $466K | Buy |
18,385
+4,477
| +32% | +$113K | 0.15% | 236 |
|
2024
Q4 | $369K | Sell |
13,908
-2,364
| -15% | -$62.7K | 0.11% | 263 |
|
2024
Q3 | $471K | Buy |
+16,272
| New | +$471K | 0.14% | 226 |
|
2022
Q4 | – | Sell |
-9,878
| Closed | -$432K | – | 366 |
|
2022
Q3 | $432K | Buy |
9,878
+54
| +0.5% | +$2.36K | 0.2% | 235 |
|
2022
Q2 | $496K | Sell |
9,824
-4,438
| -31% | -$224K | 0.2% | 235 |
|
2022
Q1 | $738K | Sell |
14,262
-602
| -4% | -$31.2K | 0.27% | 195 |
|
2021
Q4 | $878K | Sell |
14,864
-328
| -2% | -$19.4K | 0.31% | 183 |
|
2021
Q3 | $653K | Sell |
15,192
-494
| -3% | -$21.2K | 0.24% | 202 |
|
2021
Q2 | $614K | Sell |
15,686
-29
| -0.2% | -$1.14K | 0.23% | 211 |
|
2021
Q1 | $569K | Buy |
15,715
+456
| +3% | +$16.5K | 0.2% | 224 |
|
2020
Q4 | $562K | Sell |
15,259
-890
| -6% | -$32.8K | 0.22% | 217 |
|
2020
Q3 | $562K | Buy |
+16,149
| New | +$562K | 0.25% | 215 |
|