JNBA Financial 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 | $195K | Buy |
8,035
+120
| +2% | +$2.91K | 0.02% | 181 |
|
|
2025
Q1 | $201K | Hold |
7,915
| – | – | 0.02% | 176 |
|
|
2024
Q4 | $210K | Sell |
7,915
-127
| -2% | -$3.37K | 0.02% | 174 |
|
|
2024
Q3 | $233K | Sell |
8,042
-3,440
| -30% | -$99.6K | 0.02% | 174 |
|
|
2024
Q2 | $321K | Sell |
11,482
-1,538
| -12% | -$43K | 0.03% | 154 |
|
|
2024
Q1 | $361K | Sell |
13,020
-265
| -2% | -$7.35K | 0.04% | 154 |
|
|
2023
Q4 | $382K | Sell |
13,285
-76
| -0.6% | -$2.19K | 0.04% | 152 |
|
|
2023
Q3 | $443K | Sell |
13,361
-160
| -1% | -$5.31K | 0.06% | 132 |
|
|
2023
Q2 | $496K | Buy |
13,521
+443
| +3% | +$16.2K | 0.06% | 128 |
|
|
2023
Q1 | $534K | Buy |
13,078
+15
| +0.1% | +$612 | 0.07% | 126 |
|
|
2022
Q4 | $669K | Sell |
13,063
-3,284
| -20% | -$168K | 0.09% | 117 |
|
|
2022
Q3 | $715K | Buy |
16,347
+1,072
| +7% | +$46.9K | 0.11% | 107 |
|
|
2022
Q2 | $801K | Sell |
15,275
-190
| -1% | -$9.96K | 0.12% | 97 |
|
|
2022
Q1 | $801K | Sell |
15,465
-1,526
| -9% | -$79K | 0.11% | 102 |
|
|
2021
Q4 | $1M | Buy |
16,991
+304
| +2% | +$17.9K | 0.12% | 93 |
|
|
2021
Q3 | $718K | Hold |
16,687
| – | – | 0.1% | 106 |
|
|
2021
Q2 | $653K | Buy |
16,687
+1,226
| +8% | +$48K | 0.09% | 107 |
|
|
2021
Q1 | $560K | Buy |
15,461
+57
| +0.4% | +$2.07K | 0.08% | 109 |
|
|
2020
Q4 | $567K | Sell |
15,404
-391
| -2% | -$14.4K | 0.09% | 103 |
|
|
2020
Q3 | $550K | Sell |
15,795
-86
| -0.5% | -$3K | 0.11% | 93 |
|
|
2020
Q2 | $493K | Sell |
15,881
-139
| -0.9% | -$4.32K | 0.11% | 95 |
|
|
2020
Q1 | $496K | Buy |
16,020
+199
| +1% | +$6.16K | 0.12% | 90 |
|
|
2019
Q4 | $588K | Buy |
15,821
+777
| +5% | +$28.9K | 0.11% | 92 |
|
|
2019
Q3 | $513K | Sell |
15,044
-342
| -2% | -$11.7K | 0.1% | 94 |
|
|
2019
Q2 | $632K | Buy |
15,386
+552
| +4% | +$22.7K | 0.13% | 88 |
|
|
2019
Q1 | $598K | Buy |
14,834
+5,629
| +61% | +$227K | 0.13% | 85 |
|
|
2018
Q4 | $381K | Sell |
9,205
-112,487
| -92% | -$4.66M | 0.09% | 98 |
|
|
2018
Q3 | $5.09M | Buy |
121,692
+112,487
| +1,222% | +$4.7M | 2.28% | 4 |
|
|
2018
Q2 | $317K | Buy |
9,205
+2,357
| +34% | +$81.2K | 0.07% | 106 |
|
|
2018
Q1 | $231K | Hold |
6,848
| – | – | 0.05% | 116 |
|
|
2017
Q4 | $235K | Hold |
6,848
| – | – | 0.05% | 117 |
|
|
2017
Q3 | $232K | Hold |
6,848
| – | – | 0.05% | 108 |
|
|
2017
Q2 | $218K | Sell |
6,848
-271
| -4% | -$8.63K | 0.05% | 110 |
|
|
2017
Q1 | $231K | Sell |
7,119
-105
| -1% | -$3.41K | 0.05% | 108 |
|
|
2016
Q4 | $223K | Sell |
7,224
-20,181
| -74% | -$623K | 0.05% | 110 |
|
|
2016
Q3 | $881K | Buy |
27,405
+20,272
| +284% | +$652K | 0.13% | 56 |
|
|
2016
Q2 | $238K | Sell |
7,133
-132
| -2% | -$4.4K | 0.07% | 102 |
|
|
2016
Q1 | $204K | Sell |
7,265
-79
| -1% | -$2.22K | 0.07% | 98 |
|
|
2015
Q4 | $225K | Hold |
7,344
| – | – | 0.09% | 95 |
|
|
2015
Q3 | $219K | Hold |
7,344
| – | – | 0.09% | 88 |
|
|
2015
Q2 | $234K | Hold |
7,344
| – | – | 0.09% | 91 |
|
|
2015
Q1 | $242K | Sell |
7,344
-1,183
| -14% | -$39K | 0.09% | 88 |
|
|
2014
Q4 | $252K | Hold |
8,527
| – | – | 0.1% | 85 |
|
|
2014
Q3 | $239K | Buy |
8,527
+1,486
| +21% | +$41.7K | 0.11% | 84 |
|
|
2014
Q2 | $198K | Buy |
7,041
+738
| +12% | +$20.8K | 0.1% | 89 |
|
|
2014
Q1 | $192K | Buy |
6,303
+410
| +7% | +$12.5K | 0.1% | 84 |
|
|
2013
Q4 | $171K | Buy |
5,893
+111
| +2% | +$3.22K | 0.09% | 91 |
|
|
2013
Q3 | $158K | Buy |
5,782
+485
| +9% | +$13.3K | 0.1% | 91 |
|
|
2013
Q2 | $141K | Buy |
+5,297
| New | +$141K | 0.1% | 95 |
|