JWM
Jacobus Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $253K | Hold |
7,080
| – | – | 0.07% | 149 |
|
|
2017
Q2 | $238K | Hold |
7,080
| – | – | 0.06% | 149 |
|
|
2017
Q1 | $242K | Sell |
7,080
-2,925
| -29% | -$100K | 0.07% | 141 |
|
|
2016
Q4 | $325K | Hold |
10,005
| – | – | 0.1% | 131 |
|
|
2016
Q3 | $339K | Buy |
10,005
+2,925
| +41% | +$99.1K | 0.1% | 135 |
|
|
2016
Q2 | $249K | Sell |
7,080
-5,125
| -42% | -$180K | 0.08% | 150 |
|
|
2016
Q1 | $362K | Hold |
12,205
| – | – | 0.11% | 152 |
|
|
2015
Q4 | $394K | Hold |
12,205
| – | – | 0.11% | 144 |
|
|
2015
Q3 | $383K | Hold |
12,205
| – | – | 0.11% | 138 |
|
|
2015
Q2 | $409K | Hold |
12,205
| – | – | 0.1% | 147 |
|
|
2015
Q1 | $425K | Hold |
12,205
| – | – | 0.11% | 137 |
|
|
2014
Q4 | $380K | Sell |
12,205
-1,120
| -8% | -$34.9K | 0.1% | 144 |
|
|
2014
Q3 | $394K | Sell |
13,325
-2,430
| -15% | -$71.9K | 0.11% | 148 |
|
|
2014
Q2 | $468K | Sell |
15,755
-155
| -1% | -$4.6K | 0.12% | 142 |
|
|
2014
Q1 | $511K | Buy |
15,910
+5,410
| +52% | +$174K | 0.12% | 131 |
|
|
2013
Q4 | $322K | Buy |
10,500
+1,000
| +11% | +$30.7K | 0.09% | 166 |
|
|
2013
Q3 | $273K | Hold |
9,500
| – | – | 0.1% | 149 |
|
|
2013
Q2 | $266K | Buy |
+9,500
| New | +$266K | 0.1% | 146 |
|