JSF Financial’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,807
| Closed | -$254K | – | 116 |
|
|
2023
Q4 | $254K | Sell |
8,807
-2,579
| -23% | -$74.3K | 0.09% | 93 |
|
|
2023
Q3 | $378K | Sell |
11,386
-824
| -7% | -$27.3K | 0.15% | 76 |
|
|
2023
Q2 | $448K | Sell |
12,210
-419
| -3% | -$15.4K | 0.16% | 67 |
|
|
2023
Q1 | $515K | Sell |
12,629
-1,255
| -9% | -$51.2K | 0.19% | 73 |
|
|
2022
Q4 | $711K | Buy |
13,884
+17
| +0.1% | +$871 | 0.27% | 52 |
|
|
2022
Q3 | $607K | Sell |
13,867
-11
| -0.1% | -$482 | 0.23% | 51 |
|
|
2022
Q2 | $728K | Sell |
13,878
-458
| -3% | -$24K | 0.33% | 44 |
|
|
2022
Q1 | $742K | Buy |
14,336
+203
| +1% | +$10.5K | 0.32% | 43 |
|
|
2021
Q4 | $835K | Sell |
14,133
-2,253
| -14% | -$133K | 0.41% | 34 |
|
|
2021
Q3 | $705K | Buy |
16,386
+1,622
| +11% | +$69.8K | 0.35% | 36 |
|
|
2021
Q2 | $578K | Buy |
14,764
+641
| +5% | +$25.1K | 0.34% | 37 |
|
|
2021
Q1 | $512K | Sell |
14,123
-1,477
| -9% | -$53.5K | 0.32% | 38 |
|
|
2020
Q4 | $574K | Buy |
15,600
+773
| +5% | +$28.4K | 0.4% | 30 |
|
|
2020
Q3 | $516K | Buy |
14,827
+2,261
| +18% | +$78.7K | 0.41% | 32 |
|
|
2020
Q2 | $390K | Buy |
12,566
+188
| +2% | +$5.84K | 0.34% | 37 |
|
|
2020
Q1 | $383K | Buy |
12,378
+1,239
| +11% | +$38.3K | 0.39% | 38 |
|
|
2019
Q4 | $414K | Hold |
11,139
| – | – | 0.41% | 40 |
|
|
2019
Q3 | $380K | Sell |
11,139
-2
| -0% | -$68 | 0.41% | 40 |
|
|
2019
Q2 | $458K | Hold |
11,141
| – | – | 0.5% | 34 |
|
|
2019
Q1 | $449K | Sell |
11,141
-455
| -4% | -$18.3K | 0.5% | 31 |
|
|
2018
Q4 | $480K | Buy |
+11,596
| New | +$480K | 0.49% | 27 |
|