JJBC
James J. Burns & Company’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
14,589
-851
| -6% | -$20.6K | 0.06% | 107 |
|
|
2025
Q1 | $391K | Buy |
15,440
+528
| +4% | +$13.4K | 0.07% | 98 |
|
|
2024
Q4 | $396K | Buy |
14,912
+605
| +4% | +$16.1K | 0.07% | 97 |
|
|
2024
Q3 | $414K | Sell |
14,307
-132
| -0.9% | -$3.82K | 0.07% | 90 |
|
|
2024
Q2 | $404K | Buy |
14,439
+494
| +4% | +$13.8K | 0.08% | 86 |
|
|
2024
Q1 | $384K | Sell |
13,945
-155
| -1% | -$4.27K | 0.13% | 62 |
|
|
2023
Q4 | $405K | Buy |
+14,100
| New | +$405K | 0.1% | 78 |
|
|
2023
Q3 | – | Sell |
-5,557
| Closed | -$203K | – | 109 |
|
|
2023
Q2 | $203K | Buy |
5,557
+587
| +12% | +$21.4K | 0.05% | 107 |
|
|
2023
Q1 | $203K | Buy |
+4,970
| New | +$203K | 0.05% | 109 |
|