PJSIMP
P.J. Schmidt Investment Management (PJS)’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
8,453
-350
| -4% | -$8.48K | 0.04% | 184 |
|
|
2025
Q1 | $223K | Hold |
8,803
| – | – | 0.04% | 173 |
|
|
2024
Q4 | $234K | Hold |
8,803
| – | – | 0.04% | 168 |
|
|
2024
Q3 | $255K | Hold |
8,803
| – | – | 0.04% | 168 |
|
|
2024
Q2 | $246K | Hold |
8,803
| – | – | 0.05% | 162 |
|
|
2024
Q1 | $244K | Sell |
8,803
-1,334
| -13% | -$37K | 0.05% | 162 |
|
|
2023
Q4 | $278K | Sell |
10,137
-149
| -1% | -$4.09K | 0.06% | 149 |
|
|
2023
Q3 | $321K | Buy |
10,286
+677
| +7% | +$21.1K | 0.07% | 134 |
|
|
2023
Q2 | $356K | Sell |
9,609
-250
| -3% | -$9.27K | 0.07% | 128 |
|
|
2023
Q1 | $382K | Sell |
9,859
-290
| -3% | -$11.2K | 0.08% | 125 |
|
|
2022
Q4 | $520K | Buy |
10,149
+613
| +6% | +$31.4K | 0.12% | 101 |
|
|
2022
Q3 | $429K | Buy |
9,536
+100
| +1% | +$4.5K | 0.1% | 110 |
|
|
2022
Q2 | $453K | Hold |
9,436
| – | – | 0.1% | 114 |
|
|
2022
Q1 | $463K | Sell |
9,436
-156
| -2% | -$7.66K | 0.1% | 111 |
|
|
2021
Q4 | $505K | Buy |
9,592
+867
| +10% | +$45.6K | 0.1% | 120 |
|
|
2021
Q3 | $380K | Buy |
8,725
+215
| +3% | +$9.36K | 0.07% | 132 |
|
|
2021
Q2 | $355K | Sell |
8,510
-290
| -3% | -$12.1K | 0.07% | 133 |
|
|
2021
Q1 | $340K | Buy |
8,800
+250
| +3% | +$9.66K | 0.07% | 135 |
|
|
2020
Q4 | $307K | Buy |
8,550
+2,650
| +45% | +$95.2K | 0.07% | 132 |
|
|
2020
Q3 | $221K | Sell |
5,900
-2,550
| -30% | -$95.5K | 0.05% | 137 |
|
|
2020
Q2 | $276K | Sell |
8,450
-1,218
| -13% | -$39.8K | 0.08% | 104 |
|
|
2020
Q1 | $316K | Sell |
9,668
-521
| -5% | -$17K | 0.11% | 95 |
|
|
2019
Q4 | $399K | Hold |
10,189
| – | – | 0.11% | 107 |
|
|
2019
Q3 | $366K | Hold |
10,189
| – | – | 0.1% | 105 |
|
|
2019
Q2 | $441K | Buy |
10,189
+171
| +2% | +$7.4K | 0.13% | 100 |
|
|
2019
Q1 | $425K | Buy |
10,018
+608
| +6% | +$25.8K | 0.12% | 100 |
|
|
2018
Q4 | $411K | Sell |
9,410
-325
| -3% | -$14.2K | 0.13% | 98 |
|
|
2018
Q3 | $429K | Sell |
9,735
-2,748
| -22% | -$121K | 0.12% | 101 |
|
|
2018
Q2 | $453K | Sell |
12,483
-2,000
| -14% | -$72.6K | 0.13% | 97 |
|
|
2018
Q1 | $514K | Buy |
14,483
+750
| +5% | +$26.6K | 0.15% | 92 |
|
|
2017
Q4 | $497K | Sell |
13,733
-1,185
| -8% | -$42.9K | 0.14% | 92 |
|
|
2017
Q3 | $533K | Hold |
14,918
| – | – | 0.16% | 91 |
|
|
2017
Q2 | $501K | Sell |
14,918
-1,650
| -10% | -$55.4K | 0.15% | 90 |
|
|
2017
Q1 | $567K | Buy |
16,568
+19
| +0.1% | +$650 | 0.2% | 89 |
|
|
2016
Q4 | $538K | Hold |
16,549
| – | – | 0.2% | 88 |
|
|
2016
Q3 | $561K | Hold |
16,549
| – | – | 0.21% | 89 |
|
|
2016
Q2 | $583K | Buy |
16,549
+1,525
| +10% | +$53.7K | 0.22% | 92 |
|
|
2016
Q1 | $445K | Buy |
15,024
+1,250
| +9% | +$37K | 0.17% | 104 |
|
|
2015
Q4 | $445K | Buy |
13,774
+3,404
| +33% | +$110K | 0.18% | 105 |
|
|
2015
Q3 | $326K | Sell |
10,370
-170
| -2% | -$5.34K | 0.14% | 110 |
|
|
2015
Q2 | $353K | Sell |
10,540
-80
| -0.8% | -$2.68K | 0.14% | 122 |
|
|
2015
Q1 | $369K | Sell |
10,620
-498
| -4% | -$17.3K | 0.14% | 120 |
|
|
2014
Q4 | $346K | Sell |
11,118
-3,170
| -22% | -$98.7K | 0.14% | 123 |
|
|
2014
Q3 | $422K | Sell |
14,288
-14,914
| -51% | -$440K | 0.17% | 111 |
|
|
2014
Q2 | $867K | Sell |
29,202
-2,442
| -8% | -$72.5K | 0.34% | 77 |
|
|
2014
Q1 | $1.02M | Buy |
31,644
+1,322
| +4% | +$42.4K | 0.4% | 64 |
|
|
2013
Q4 | $929K | Buy |
30,322
+1,775
| +6% | +$54.4K | 0.39% | 65 |
|
|
2013
Q3 | $820K | Buy |
28,547
+1,054
| +4% | +$30.3K | 0.38% | 65 |
|
|
2013
Q2 | $770K | Buy |
+27,493
| New | +$770K | 0.37% | 63 |
|