JPWM
Jamison Private Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Sell |
117,612
-4,745
| -4% | -$115K | 0.41% | 61 |
|
|
2025
Q1 | $3.1M | Sell |
122,357
-4,391
| -3% | -$111K | 0.47% | 57 |
|
|
2024
Q4 | $3.36M | Sell |
126,748
-15,187
| -11% | -$403K | 0.5% | 53 |
|
|
2024
Q3 | $4.11M | Sell |
141,935
-5,005
| -3% | -$145K | 0.63% | 50 |
|
|
2024
Q2 | $4.11M | Sell |
146,940
-7,467
| -5% | -$209K | 0.68% | 44 |
|
|
2024
Q1 | $4.28M | Buy |
154,407
+33
| +0% | +$916 | 0.72% | 47 |
|
|
2023
Q4 | $4.44M | Sell |
154,374
-3,290
| -2% | -$94.7K | 0.83% | 42 |
|
|
2023
Q3 | $5.23M | Buy |
+157,664
| New | +$5.23M | 1.08% | 31 |
|