Williams Jones Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.19M | Sell |
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|
2025
Q1 | $4.67M | Sell |
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|
2024
Q4 | $4.93M | Sell |
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|
2024
Q3 | $5.8M | Sell |
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|
2024
Q2 | $5.78M | Sell |
|
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|
2024
Q1 | $5.93M | Sell |
|
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|
2023
Q4 | $6.68M | Sell |
|
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|
2023
Q3 | $9.13M | Sell |
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|
2023
Q2 | $10.7M | Sell |
|
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|
2023
Q1 | $13.3M | Sell |
|
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|
2022
Q4 | $16.9M | Sell |
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|
2022
Q3 | $15.4M | Buy |
|
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|
2022
Q2 | $17.9M | Buy |
|
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|
2022
Q1 | $12.5M | Buy |
|
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|
2021
Q4 | $9.83M | Buy |
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|
2021
Q3 | $6.75M | Buy |
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|
2021
Q2 | $3.68M | Sell |
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|
2021
Q1 | $3.48M | Sell |
|
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|
2020
Q4 | $3.96M | Sell |
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|
2020
Q3 | $4.18M | Buy |
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|
2020
Q2 | $3.71M | Buy |
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|
2020
Q1 | $3.61M | Buy |
|
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|
2019
Q4 | $4.01M | Sell |
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|
2019
Q3 | $4.17M | Buy |
|