JBA
Johnson Bixby & Associates’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
9,860
-25
| -0.3% | -$606 | 0.03% | 107 |
|
|
2025
Q1 | $250K | Sell |
9,885
-1,550
| -14% | -$39.3K | 0.04% | 99 |
|
|
2024
Q4 | $303K | Sell |
11,435
-342
| -3% | -$9.07K | 0.05% | 89 |
|
|
2024
Q3 | $341K | Hold |
11,777
| – | – | 0.05% | 83 |
|
|
2024
Q2 | $330K | Sell |
11,777
-352
| -3% | -$9.85K | 0.06% | 84 |
|
|
2024
Q1 | $337K | Hold |
12,129
| – | – | 0.06% | 86 |
|
|
2023
Q4 | $349K | Hold |
12,129
| – | – | 0.07% | 75 |
|
|
2023
Q3 | $402K | Sell |
12,129
-188
| -2% | -$6.24K | 0.08% | 62 |
|
|
2023
Q2 | $452K | Hold |
12,317
| – | – | 0.09% | 62 |
|
|
2023
Q1 | $503K | Hold |
12,317
| – | – | 0.11% | 59 |
|
|
2022
Q4 | $631K | Hold |
12,317
| – | – | 0.15% | 53 |
|
|
2022
Q3 | $539K | Buy |
12,317
+288
| +2% | +$12.6K | 0.14% | 54 |
|
|
2022
Q2 | $631K | Hold |
12,029
| – | – | 0.15% | 48 |
|
|
2022
Q1 | $623K | Sell |
12,029
-470
| -4% | -$24.3K | 0.16% | 43 |
|
|
2021
Q4 | $738K | Hold |
12,499
| – | – | 0.2% | 40 |
|
|
2021
Q3 | $538K | Hold |
12,499
| – | – | 0.16% | 43 |
|
|
2021
Q2 | $616K | Buy |
12,499
+610
| +5% | +$30.1K | 0.18% | 39 |
|
|
2021
Q1 | $431K | Sell |
11,889
-150
| -1% | -$5.44K | 0.14% | 43 |
|
|
2020
Q4 | $443K | Buy |
+12,039
| New | +$443K | 0.15% | 41 |
|