Jackson Grant Investment Advisers’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
9,929
+54
| +0.5% | +$1.31K | 0.09% | 92 |
|
|
2025
Q1 | $250K | Buy |
9,875
+51
| +0.5% | +$1.29K | 0.1% | 92 |
|
|
2024
Q4 | $261K | Sell |
9,824
-648
| -6% | -$17.2K | 0.1% | 87 |
|
|
2024
Q3 | $303K | Buy |
10,472
+47
| +0.5% | +$1.36K | 0.11% | 87 |
|
|
2024
Q2 | $292K | Sell |
10,425
-348
| -3% | -$9.74K | 0.12% | 85 |
|
|
2024
Q1 | $299K | Buy |
10,773
+55
| +0.5% | +$1.53K | 0.12% | 86 |
|
|
2023
Q4 | $309K | Sell |
10,718
-1,043
| -9% | -$30K | 0.14% | 81 |
|
|
2023
Q3 | $390K | Sell |
11,761
-140
| -1% | -$4.64K | 0.19% | 66 |
|
|
2023
Q2 | $437K | Buy |
11,901
+41
| +0.3% | +$1.5K | 0.2% | 66 |
|
|
2023
Q1 | $484K | Buy |
11,860
+224
| +2% | +$9.14K | 0.23% | 62 |
|
|
2022
Q4 | $596K | Buy |
11,636
+31
| +0.3% | +$1.59K | 0.29% | 53 |
|
|
2022
Q3 | $508K | Buy |
11,605
+33
| +0.3% | +$1.45K | 0.27% | 56 |
|
|
2022
Q2 | $607K | Buy |
11,572
+204
| +2% | +$10.7K | 0.3% | 52 |
|
|
2022
Q1 | $589K | Buy |
11,368
+57
| +0.5% | +$2.95K | 0.25% | 55 |
|
|
2021
Q4 | $668K | Buy |
11,311
+47
| +0.4% | +$2.78K | 0.34% | 43 |
|
|
2021
Q3 | $484K | Buy |
11,264
+55
| +0.5% | +$2.36K | 0.22% | 62 |
|
|
2021
Q2 | $439K | Sell |
11,209
-1,089
| -9% | -$42.7K | 0.19% | 67 |
|
|
2021
Q1 | $446K | Buy |
12,298
+1,105
| +10% | +$40.1K | 0.21% | 64 |
|
|
2020
Q4 | $412K | Sell |
11,193
-505
| -4% | -$18.6K | 0.21% | 62 |
|
|
2020
Q3 | $407K | Buy |
11,698
+95
| +0.8% | +$3.31K | 0.24% | 53 |
|
|
2020
Q2 | $360K | Buy |
11,603
+99
| +0.9% | +$3.07K | 0.23% | 54 |
|
|
2020
Q1 | $356K | Sell |
11,504
-4,068
| -26% | -$126K | 0.26% | 52 |
|
|
2019
Q4 | $579K | Buy |
15,572
+73
| +0.5% | +$2.71K | 0.31% | 49 |
|
|
2019
Q3 | $528K | Buy |
15,499
+85
| +0.6% | +$2.9K | 0.3% | 47 |
|
|
2019
Q2 | $633K | Buy |
15,414
+104
| +0.7% | +$4.27K | 0.37% | 44 |
|
|
2019
Q1 | $617K | Buy |
15,310
+84
| +0.6% | +$3.39K | 0.37% | 42 |
|
|
2018
Q4 | $631K | Buy |
15,226
+805
| +6% | +$33.4K | 0.44% | 38 |
|
|
2018
Q3 | $603K | Buy |
14,421
+128
| +0.9% | +$5.35K | 0.38% | 41 |
|
|
2018
Q2 | $492K | Buy |
14,293
+33
| +0.2% | +$1.14K | 0.34% | 43 |
|
|
2018
Q1 | $480K | Sell |
14,260
-431
| -3% | -$14.5K | 0.34% | 45 |
|
|
2017
Q4 | $505K | Buy |
14,691
+481
| +3% | +$16.5K | 0.34% | 44 |
|
|
2017
Q3 | $481K | Sell |
14,210
-767
| -5% | -$26K | 0.35% | 44 |
|
|
2017
Q2 | $477K | Buy |
14,977
+120
| +0.8% | +$3.82K | 0.37% | 38 |
|
|
2017
Q1 | $482K | Buy |
14,857
+110
| +0.7% | +$3.57K | 0.39% | 36 |
|
|
2016
Q4 | $454K | Buy |
14,747
+369
| +3% | +$11.4K | 0.39% | 39 |
|
|
2016
Q3 | $462K | Buy |
14,378
+123
| +0.9% | +$3.95K | 0.38% | 38 |
|
|
2016
Q2 | $476K | Buy |
14,255
+284
| +2% | +$9.48K | 0.42% | 35 |
|
|
2016
Q1 | $393K | Sell |
13,971
-875
| -6% | -$24.6K | 0.36% | 40 |
|
|
2015
Q4 | $455K | Buy |
+14,846
| New | +$455K | 0.43% | 40 |
|