JWA
JFS Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
43,205
-676
| -2% | -$16.4K | 0.07% | 147 |
|
|
2025
Q1 | $1.11M | Buy |
43,881
+1,623
| +4% | +$41.1K | 0.08% | 141 |
|
|
2024
Q4 | $1.12M | Sell |
42,258
-3,288
| -7% | -$87.2K | 0.08% | 133 |
|
|
2024
Q3 | $1.32M | Buy |
45,546
+71
| +0.2% | +$2.06K | 0.09% | 126 |
|
|
2024
Q2 | $1.27M | Sell |
45,475
-1,238
| -3% | -$34.6K | 0.1% | 100 |
|
|
2024
Q1 | $1.3M | Sell |
46,713
-1,104
| -2% | -$30.6K | 0.1% | 96 |
|
|
2023
Q4 | $1.38M | Sell |
47,817
-381
| -0.8% | -$11K | 0.12% | 93 |
|
|
2023
Q3 | $1.6M | Buy |
48,198
+947
| +2% | +$31.4K | 0.15% | 90 |
|
|
2023
Q2 | $1.73M | Buy |
47,251
+868
| +2% | +$31.8K | 0.16% | 88 |
|
|
2023
Q1 | $1.89M | Sell |
46,383
-239
| -0.5% | -$9.75K | 0.18% | 84 |
|
|
2022
Q4 | $2.39M | Sell |
46,622
-894
| -2% | -$45.8K | 0.23% | 72 |
|
|
2022
Q3 | $2.08M | Sell |
47,516
-300
| -0.6% | -$13.1K | 0.23% | 78 |
|
|
2022
Q2 | $2.51M | Buy |
47,816
+508
| +1% | +$26.6K | 0.26% | 63 |
|
|
2022
Q1 | $2.45M | Buy |
47,308
+297
| +0.6% | +$15.4K | 0.23% | 79 |
|
|
2021
Q4 | $2.78M | Buy |
47,011
+2,514
| +6% | +$148K | 0.26% | 74 |
|
|
2021
Q3 | $1.91M | Buy |
44,497
+320
| +0.7% | +$13.8K | 0.2% | 83 |
|
|
2021
Q2 | $1.73M | Buy |
44,177
+61
| +0.1% | +$2.39K | 0.26% | 61 |
|
|
2021
Q1 | $1.6M | Sell |
44,116
-1,041
| -2% | -$37.7K | 0.33% | 58 |
|
|
2020
Q4 | $1.66M | Sell |
45,157
-397
| -0.9% | -$14.6K | 0.35% | 58 |
|
|
2020
Q3 | $1.67M | Buy |
45,554
+4
| +0% | +$147 | 0.4% | 53 |
|
|
2020
Q2 | $1.49M | Sell |
45,550
-6,594
| -13% | -$216K | 0.39% | 54 |
|
|
2020
Q1 | $1.7M | Buy |
52,144
+2,142
| +4% | +$69.9K | 0.51% | 48 |
|
|
2019
Q4 | $1.96M | Sell |
50,002
-407
| -0.8% | -$15.9K | 0.48% | 51 |
|
|
2019
Q3 | $1.81M | Sell |
50,409
-1,113
| -2% | -$40K | 0.46% | 51 |
|
|
2019
Q2 | $2.23M | Buy |
51,522
+2
| +0% | +$87 | 0.56% | 43 |
|
|
2019
Q1 | $2.19M | Sell |
51,520
-1,419
| -3% | -$60.3K | 0.57% | 40 |
|
|
2018
Q4 | $2.31M | Sell |
52,939
-2,081
| -4% | -$90.8K | 0.62% | 39 |
|
|
2018
Q3 | $2.43M | Buy |
55,020
+63
| +0.1% | +$2.78K | 0.62% | 33 |
|
|
2018
Q2 | $1.99M | Sell |
54,957
-207
| -0.4% | -$7.51K | 0.53% | 40 |
|
|
2018
Q1 | $1.96M | Sell |
55,164
-561
| -1% | -$19.9K | 0.52% | 42 |
|
|
2017
Q4 | $2.02M | Buy |
55,725
+170
| +0.3% | +$6.16K | 0.49% | 43 |
|
|
2017
Q3 | $1.98M | Buy |
55,555
+5,564
| +11% | +$199K | 0.51% | 43 |
|
|
2017
Q2 | $1.68M | Sell |
49,991
-1,239
| -2% | -$41.6K | 0.46% | 53 |
|
|
2017
Q1 | $1.66M | Hold |
51,230
| – | – | 0.45% | 55 |
|
|
2016
Q4 | $1.66M | Sell |
51,230
-2,142
| -4% | -$69.6K | 0.45% | 55 |
|
|
2016
Q3 | $1.81M | Sell |
53,372
-85
| -0.2% | -$2.88K | 0.52% | 52 |
|
|
2016
Q2 | $1.88M | Sell |
53,457
-110
| -0.2% | -$3.87K | 0.52% | 49 |
|
|
2016
Q1 | $1.59M | Sell |
53,567
-1,733
| -3% | -$51.4K | 0.47% | 52 |
|
|
2015
Q4 | $1.79M | Buy |
55,300
+2,413
| +5% | +$77.9K | 0.51% | 40 |
|
|
2015
Q3 | $1.66M | Sell |
52,887
-2,164
| -4% | -$68K | 0.73% | 34 |
|
|
2015
Q2 | $1.85M | Sell |
55,051
-12
| -0% | -$402 | 0.95% | 22 |
|
|
2015
Q1 | $1.92M | Sell |
55,063
-325
| -0.6% | -$11.3K | 0.9% | 23 |
|
|
2014
Q4 | $1.73M | Buy |
55,388
+5,689
| +11% | +$177K | 0.27% | 25 |
|
|
2014
Q3 | $1.47M | Sell |
49,699
-8,073
| -14% | -$239K | 0.26% | 24 |
|
|
2014
Q2 | $1.72M | Sell |
57,772
-146
| -0.3% | -$4.33K | 0.31% | 24 |
|
|
2014
Q1 | $1.86M | Sell |
57,918
-308
| -0.5% | -$9.89K | 1.03% | 23 |
|
|
2013
Q4 | $1.78M | Buy |
58,226
+188
| +0.3% | +$5.76K | 0.78% | 28 |
|
|
2013
Q3 | $1.67M | Sell |
58,038
-352
| -0.6% | -$10.1K | 0.78% | 29 |
|
|
2013
Q2 | $1.64M | Buy |
+58,390
| New | +$1.64M | 0.82% | 28 |
|