Jacobsen Capital Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,715
| Closed | -$246K | – | 122 |
|
|
2025
Q1 | $246K | Buy |
9,715
+1,033
| +12% | +$26.2K | 0.11% | 83 |
|
|
2024
Q4 | $230K | Sell |
8,682
-1,733
| -17% | -$46K | 0.1% | 82 |
|
|
2024
Q3 | $301K | Buy |
10,415
+120
| +1% | +$3.47K | 0.13% | 63 |
|
|
2024
Q2 | $288K | Buy |
+10,295
| New | +$288K | 0.13% | 65 |
|
|
2024
Q1 | – | Sell |
-7,661
| Closed | -$221K | – | 95 |
|
|
2023
Q4 | $221K | Buy |
+7,661
| New | +$221K | 0.11% | 77 |
|