JPLA
Joseph P. Lucia & Associates’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
10,284
-10,044
| -49% | -$243K | 0.1% | 129 |
|
|
2025
Q1 | $515K | Sell |
20,328
-1,713
| -8% | -$43.4K | 0.24% | 83 |
|
|
2024
Q4 | $585K | Sell |
22,041
-9,094
| -29% | -$241K | 0.26% | 77 |
|
|
2024
Q3 | $901K | Buy |
31,135
+2,798
| +10% | +$81K | 0.42% | 65 |
|
|
2024
Q2 | $793K | Buy |
28,337
+19,134
| +208% | +$535K | 0.41% | 64 |
|
|
2024
Q1 | $255K | Buy |
+9,203
| New | +$255K | 0.14% | 102 |
|
|
2022
Q3 | – | Sell |
-966
| Closed | -$51K | – | 355 |
|
|
2022
Q2 | $51K | Sell |
966
-250
| -21% | -$13.2K | 0.04% | 178 |
|
|
2022
Q1 | $63K | Buy |
+1,216
| New | +$63K | 0.04% | 179 |
|
|
2021
Q4 | – | Sell |
-1,216
| Closed | -$52K | – | 432 |
|
|
2021
Q3 | $52K | Hold |
1,216
| – | – | 0.03% | 213 |
|
|
2021
Q2 | $48K | Hold |
1,216
| – | – | 0.03% | 224 |
|
|
2021
Q1 | $44K | Sell |
1,216
-76
| -6% | -$2.75K | 0.02% | 212 |
|
|
2020
Q4 | $48K | Buy |
+1,292
| New | +$48K | 0.03% | 188 |
|
|
2020
Q3 | – | Sell |
-495
| Closed | -$16K | – | 360 |
|
|
2020
Q2 | $16K | Sell |
495
-300
| -38% | -$9.7K | 0.01% | 263 |
|
|
2020
Q1 | $26K | Buy |
795
+141
| +22% | +$4.61K | 0.03% | 210 |
|
|
2019
Q4 | $26K | Sell |
654
-146
| -18% | -$5.8K | 0.02% | 221 |
|
|
2019
Q3 | $29K | Sell |
800
-250
| -24% | -$9.06K | 0.03% | 216 |
|
|
2019
Q2 | $46K | Sell |
1,050
-40,148
| -97% | -$1.76M | 0.05% | 179 |
|
|
2019
Q1 | $955 | Buy |
+41,198
| New | +$955 | 0.07% | 125 |
|