JWM
Jackson Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-52,612
| Closed | -$2.3M | – | 92 |
|
|
2022
Q3 | $2.3M | Buy |
52,612
+30,935
| +143% | +$1.35M | 0.45% | 52 |
|
|
2022
Q2 | $1.14M | Sell |
21,677
-35,143
| -62% | -$1.84M | 0.53% | 45 |
|
|
2022
Q1 | $2.94M | Sell |
56,820
-113
| -0.2% | -$5.85K | 0.41% | 62 |
|
|
2021
Q4 | $3.36M | Buy |
56,933
+1,637
| +3% | +$96.7K | 0.43% | 68 |
|
|
2021
Q3 | $11K | Buy |
55,296
+968
| +2% | +$193 | 0.13% | 68 |
|
|
2021
Q2 | $2.13M | Buy |
54,328
+1,743
| +3% | +$68.2K | 0.27% | 83 |
|
|
2021
Q1 | $1.91M | Buy |
52,585
+4,336
| +9% | +$157K | 0.29% | 84 |
|
|
2020
Q4 | $1.78M | Buy |
48,249
+3,797
| +9% | +$140K | 0.24% | 87 |
|
|
2020
Q3 | $1.63M | Buy |
44,452
+5,217
| +13% | +$191K | 0.24% | 83 |
|
|
2020
Q2 | $1.28M | Buy |
39,235
+3,183
| +9% | +$104K | 0.23% | 85 |
|
|
2020
Q1 | $1.37M | Sell |
36,052
-18,477
| -34% | -$702K | 0.29% | 70 |
|
|
2019
Q4 | $2.17M | Buy |
54,529
+5,979
| +12% | +$238K | 0.36% | 76 |
|
|
2019
Q3 | $1.74M | Buy |
48,550
+14,761
| +44% | +$529K | 0.36% | 73 |
|
|
2019
Q2 | $1.48M | Buy |
33,789
+1,034
| +3% | +$45.4K | 0.32% | 73 |
|
|
2019
Q1 | $1.39M | Buy |
+32,755
| New | +$1.39M | 0.34% | 72 |
|
|
2017
Q1 | – | Sell |
-57,174
| Closed | -$1.83M | – | 71 |
|
|
2016
Q4 | $1.83M | Buy |
57,174
+1,872
| +3% | +$60K | 0.72% | 30 |
|
|
2016
Q3 | $1.81M | Buy |
55,302
+4,188
| +8% | +$137K | 0.68% | 31 |
|
|
2016
Q2 | $1.8M | Buy |
51,114
+1,785
| +4% | +$62.9K | 0.67% | 34 |
|
|
2016
Q1 | $1.55M | Sell |
49,329
-1,786
| -3% | -$56K | 0.6% | 41 |
|
|
2015
Q4 | $1.59M | Buy |
51,115
+214
| +0.4% | +$6.64K | 0.63% | 43 |
|
|
2015
Q3 | $1.6M | Sell |
50,901
-2,803
| -5% | -$88.1K | 0.57% | 48 |
|
|
2015
Q2 | $1.8M | Buy |
+53,704
| New | +$1.8M | 0.61% | 43 |
|