JPMPWA
J.P. Morgan Private Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $113M | Sell |
3,406,550
-610,207
| -15% | -$20.2M | 0.32% | 79 |
|
|
2023
Q2 | $147M | Sell |
4,016,757
-1,238,624
| -24% | -$45.4M | 0.77% | 31 |
|
|
2023
Q1 | $214M | Sell |
5,255,381
-676,275
| -11% | -$27.6M | 0.45% | 53 |
|
|
2022
Q4 | $304M | Buy |
5,931,656
+29,350
| +0.5% | +$1.5M | 0.68% | 28 |
|
|
2022
Q3 | $258M | Sell |
5,902,306
-278,482
| -5% | -$12.2M | 0.68% | 25 |
|
|
2022
Q2 | $324M | Buy |
6,180,788
+119,374
| +2% | +$6.26M | 0.83% | 20 |
|
|
2022
Q1 | $314M | Buy |
6,061,414
+305,462
| +5% | +$15.8M | 0.68% | 24 |
|
|
2021
Q4 | $340M | Buy |
5,755,952
+257,228
| +5% | +$15.2M | 0.73% | 24 |
|
|
2021
Q3 | $237M | Buy |
5,498,724
+33,920
| +0.6% | +$1.46M | 0.58% | 34 |
|
|
2021
Q2 | $214M | Buy |
5,464,804
+587,172
| +12% | +$23M | 0.55% | 38 |
|
|
2021
Q1 | $177M | Sell |
4,877,632
-348,388
| -7% | -$12.6M | 0.57% | 39 |
|
|
2020
Q4 | $192M | Buy |
5,226,020
+630,272
| +14% | +$14.1M | 0.62% | 31 |
|
|
2020
Q3 | $169M | Buy |
4,595,748
+750,241
| +20% | +$27.5M | 0.66% | 31 |
|
|
2020
Q2 | $126M | Buy |
3,845,507
+106,774
| +3% | +$3.49M | 0.57% | 39 |
|
|
2020
Q1 | $122M | Buy |
3,738,733
+147,175
| +4% | +$4.8M | 0.69% | 29 |
|
|
2019
Q4 | $141M | Buy |
3,591,558
+127,018
| +4% | +$4.98M | 0.64% | 33 |
|
|
2019
Q3 | $124M | Buy |
3,464,540
+66,955
| +2% | +$2.41M | 0.65% | 35 |
|
|
2019
Q2 | $147M | Sell |
3,397,585
-79,563
| -2% | -$3.45M | 0.81% | 24 |
|
|
2019
Q1 | $148M | Buy |
3,477,148
+227,466
| +7% | +$9.66M | 0.77% | 26 |
|
|
2018
Q4 | $142M | Sell |
3,249,682
-29,772
| -0.9% | -$1.3M | 0.86% | 23 |
|
|
2018
Q3 | $145M | Sell |
3,279,454
-88,356
| -3% | -$3.89M | 0.71% | 24 |
|
|
2018
Q2 | $122M | Buy |
3,367,810
+254,565
| +8% | +$9.24M | 0.68% | 27 |
|
|
2018
Q1 | $110M | Sell |
3,113,245
-29,648
| -0.9% | -$1.05M | 0.75% | 27 |
|
|
2017
Q4 | $114M | Buy |
3,142,893
+71,882
| +2% | +$2.6M | 0.75% | 30 |
|
|
2017
Q3 | $110M | Buy |
3,071,011
+180,574
| +6% | +$6.45M | 0.79% | 23 |
|
|
2017
Q2 | $97.1M | Buy |
2,890,437
+13,450
| +0.5% | +$452K | 0.74% | 28 |
|
|
2017
Q1 | $98.4M | Buy |
2,876,987
+65,622
| +2% | +$2.24M | 0.76% | 24 |
|
|
2016
Q4 | $91.3M | Sell |
2,811,365
-49,727
| -2% | -$1.62M | 0.79% | 25 |
|
|
2016
Q3 | $96.9M | Buy |
2,861,092
+46,186
| +2% | +$1.56M | 0.9% | 19 |
|
|
2016
Q2 | $99.1M | Sell |
2,814,906
-19,487
| -0.7% | -$686K | 0.96% | 18 |
|
|
2016
Q1 | $84M | Buy |
2,834,393
+205,920
| +8% | +$6.1M | 0.8% | 27 |
|
|
2015
Q4 | $84.8M | Buy |
2,628,473
+171,510
| +7% | +$5.54M | 0.87% | 23 |
|
|
2015
Q3 | $77.2M | Buy |
2,456,963
+39,036
| +2% | +$1.23M | 0.97% | 21 |
|
|
2015
Q2 | $81.1M | Buy |
2,417,927
+53,217
| +2% | +$1.78M | 0.93% | 23 |
|
|
2015
Q1 | $82.3M | Buy |
2,364,710
+25,617
| +1% | +$891K | 0.94% | 23 |
|
|
2014
Q4 | $72.9M | Buy |
2,339,093
+21,367
| +0.9% | +$666K | 0.87% | 28 |
|
|
2014
Q3 | $68.5M | Buy |
2,317,726
+74,950
| +3% | +$2.22M | 0.88% | 25 |
|
|
2014
Q2 | $66.6M | Buy |
2,242,776
+63,347
| +3% | +$1.88M | 1.12% | 18 |
|
|
2014
Q1 | $70M | Buy |
2,179,429
+193,729
| +10% | +$6.22M | 1.28% | 12 |
|
|
2013
Q4 | $60.8M | Buy |
1,985,700
+112,446
| +6% | +$3.44M | 1.22% | 17 |
|
|
2013
Q3 | $53.8M | Buy |
1,873,254
+89,200
| +5% | +$2.56M | 1.22% | 13 |
|
|
2013
Q2 | $50M | Buy |
+1,784,054
| New | +$50M | 1.23% | 13 |
|