Williams Jones Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.19M | Sell |
172,715
-11,518
| -6% | -$279K | 0.05% | 145 |
|
|
2025
Q1 | $4.67M | Sell |
184,233
-1,549
| -0.8% | -$39.3K | 0.06% | 134 |
|
|
2024
Q4 | $4.93M | Sell |
185,782
-14,646
| -7% | -$389K | 0.06% | 136 |
|
|
2024
Q3 | $5.8M | Sell |
200,428
-6,272
| -3% | -$182K | 0.07% | 131 |
|
|
2024
Q2 | $5.78M | Sell |
206,700
-6,848
| -3% | -$192K | 0.07% | 129 |
|
|
2024
Q1 | $5.93M | Sell |
213,548
-18,532
| -8% | -$514K | 0.08% | 123 |
|
|
2023
Q4 | $6.68M | Sell |
232,080
-43,133
| -16% | -$1.24M | 0.09% | 121 |
|
|
2023
Q3 | $9.13M | Sell |
275,213
-16,101
| -6% | -$534K | 0.14% | 103 |
|
|
2023
Q2 | $10.7M | Sell |
291,314
-34,118
| -10% | -$1.25M | 0.16% | 98 |
|
|
2023
Q1 | $13.3M | Sell |
325,432
-3,501
| -1% | -$143K | 0.21% | 88 |
|
|
2022
Q4 | $16.9M | Sell |
328,933
-23,574
| -7% | -$1.21M | 0.28% | 70 |
|
|
2022
Q3 | $15.4M | Buy |
352,507
+11,416
| +3% | +$500K | 0.27% | 71 |
|
|
2022
Q2 | $17.9M | Buy |
341,091
+99,832
| +41% | +$5.23M | 0.29% | 68 |
|
|
2022
Q1 | $12.5M | Buy |
241,259
+74,787
| +45% | +$3.87M | 0.17% | 92 |
|
|
2021
Q4 | $9.83M | Buy |
166,472
+9,607
| +6% | +$567K | 0.12% | 102 |
|
|
2021
Q3 | $6.75M | Buy |
156,865
+62,891
| +67% | +$2.71M | 0.09% | 123 |
|
|
2021
Q2 | $3.68M | Sell |
93,974
-2,224
| -2% | -$87.1K | 0.05% | 160 |
|
|
2021
Q1 | $3.49M | Sell |
96,198
-11,264
| -10% | -$408K | 0.05% | 159 |
|
|
2020
Q4 | $3.96M | Sell |
107,462
-12,469
| -10% | -$459K | 0.06% | 145 |
|
|
2020
Q3 | $4.18M | Buy |
119,931
+432
| +0.4% | +$15K | 0.08% | 128 |
|
|
2020
Q2 | $3.71M | Buy |
119,499
+2,991
| +3% | +$92.8K | 0.08% | 123 |
|
|
2020
Q1 | $3.61M | Buy |
116,508
+8,684
| +8% | +$269K | 0.09% | 107 |
|
|
2019
Q4 | $4.01M | Sell |
107,824
-14,612
| -12% | -$543K | 0.08% | 130 |
|
|
2019
Q3 | $4.17M | Buy |
+122,436
| New | +$4.17M | 0.09% | 126 |
|