LJAC
L.J. Altfest & Co’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Sell |
32,600
-5,421
| -14% | -$131K | 0.09% | 148 |
|
|
2025
Q1 | $963K | Buy |
38,021
+1,510
| +4% | +$38.3K | 0.12% | 126 |
|
|
2024
Q4 | $969K | Sell |
36,511
-4,560
| -11% | -$121K | 0.12% | 118 |
|
|
2024
Q3 | $1.19M | Sell |
41,071
-1,137
| -3% | -$32.9K | 0.16% | 112 |
|
|
2024
Q2 | $1.18M | Buy |
42,208
+621
| +1% | +$17.4K | 0.16% | 99 |
|
|
2024
Q1 | $1.15M | Sell |
41,587
-3,256
| -7% | -$90.4K | 0.16% | 104 |
|
|
2023
Q4 | $1.29M | Buy |
44,843
+3,420
| +8% | +$98.5K | 0.19% | 96 |
|
|
2023
Q3 | $1.37M | Sell |
41,423
-11,688
| -22% | -$388K | 0.22% | 75 |
|
|
2023
Q2 | $1.95M | Buy |
53,111
+11,858
| +29% | +$435K | 0.29% | 54 |
|
|
2023
Q1 | $1.68M | Sell |
41,253
-387
| -0.9% | -$15.8K | 0.26% | 56 |
|
|
2022
Q4 | $2.13M | Buy |
41,640
+113
| +0.3% | +$5.79K | 0.35% | 56 |
|
|
2022
Q3 | $1.82M | Buy |
41,527
+369
| +0.9% | +$16.1K | 0.34% | 45 |
|
|
2022
Q2 | $2.16M | Buy |
41,158
+657
| +2% | +$34.4K | 0.39% | 44 |
|
|
2022
Q1 | $2.1M | Sell |
40,501
-1,430
| -3% | -$74K | 0.37% | 45 |
|
|
2021
Q4 | $2.48M | Sell |
41,931
-13,866
| -25% | -$819K | 0.47% | 45 |
|
|
2021
Q3 | $2.4M | Buy |
55,797
+10,734
| +24% | +$462K | 0.5% | 35 |
|
|
2021
Q2 | $1.77M | Sell |
45,063
-1,585
| -3% | -$62.1K | 0.38% | 47 |
|
|
2021
Q1 | $1.69M | Buy |
46,648
+1,457
| +3% | +$52.8K | 0.4% | 49 |
|
|
2020
Q4 | $1.66M | Sell |
45,191
-3,587
| -7% | -$132K | 0.41% | 42 |
|
|
2020
Q3 | $1.79M | Sell |
48,778
-30,466
| -38% | -$1.12M | 0.48% | 33 |
|
|
2020
Q2 | $2.59M | Buy |
79,244
+12,782
| +19% | +$418K | 0.75% | 24 |
|
|
2020
Q1 | $2.17M | Buy |
66,462
+3,096
| +5% | +$101K | 0.68% | 24 |
|
|
2019
Q4 | $2.48M | Buy |
63,366
+5,911
| +10% | +$232K | 0.63% | 29 |
|
|
2019
Q3 | $2.06M | Buy |
57,455
+8,487
| +17% | +$305K | 0.53% | 30 |
|
|
2019
Q2 | $2.12M | Sell |
48,968
-14,505
| -23% | -$628K | 0.56% | 29 |
|
|
2019
Q1 | $2.7M | Sell |
63,473
-11,049
| -15% | -$469K | 0.66% | 25 |
|
|
2018
Q4 | $3.25M | Sell |
74,522
-2,238
| -3% | -$97.7K | 0.91% | 18 |
|
|
2018
Q3 | $3.38M | Sell |
76,760
-3,622
| -5% | -$160K | 0.98% | 17 |
|
|
2018
Q2 | $2.92M | Sell |
80,382
-6,848
| -8% | -$248K | 1.09% | 16 |
|
|
2018
Q1 | $3.1M | Buy |
87,230
+1,653
| +2% | +$58.7K | 1.34% | 13 |
|
|
2017
Q4 | $3.1M | Sell |
85,577
-19,938
| -19% | -$722K | 1.18% | 15 |
|
|
2017
Q3 | $3.77M | Sell |
105,515
-1,763
| -2% | -$62.9K | 1.83% | 7 |
|
|
2017
Q2 | $3.6M | Buy |
107,278
+43,024
| +67% | +$1.44M | 2.18% | 8 |
|
|
2017
Q1 | $2.2M | Sell |
64,254
-4,814
| -7% | -$165K | 0.87% | 23 |
|
|
2016
Q4 | $2.24M | Sell |
69,068
-5,380
| -7% | -$175K | 1.12% | 17 |
|
|
2016
Q3 | $2.52M | Buy |
74,448
+153
| +0.2% | +$5.18K | 1.68% | 12 |
|
|
2016
Q2 | $2.62M | Sell |
74,295
-50
| -0.1% | -$1.76K | 1.82% | 13 |
|
|
2016
Q1 | $2.2M | Buy |
74,345
+165
| +0.2% | +$4.89K | 2.27% | 11 |
|
|
2015
Q4 | $2.4M | Sell |
74,180
-2,887
| -4% | -$93.2K | 2.34% | 9 |
|
|
2015
Q3 | $2.42M | Sell |
77,067
-2,273
| -3% | -$71.4K | 2.39% | 10 |
|
|
2015
Q2 | $2.66M | Buy |
79,340
+746
| +0.9% | +$25K | 2.44% | 10 |
|
|
2015
Q1 | $2.73M | Sell |
78,594
-573
| -0.7% | -$19.9K | 2.54% | 10 |
|
|
2014
Q4 | $2.47M | Buy |
+79,167
| New | +$2.47M | 2.02% | 10 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 68 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 82 |
|
|
2014
Q1 | – | Sell |
-85,512
| Closed | -$2.62M | – | 114 |
|
|
2013
Q4 | $2.62M | Buy |
+85,512
| New | +$2.62M | 2.23% | 7 |
|