JWM
Janiczek Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $150K | Sell |
5,370
-1,960
| -27% | -$54.8K | 0.03% | 225 |
|
|
2024
Q1 | $203K | Sell |
7,330
-2,487
| -25% | -$69K | 0.04% | 176 |
|
|
2023
Q4 | $283K | Sell |
9,817
-3,580
| -27% | -$103K | 0.07% | 116 |
|
|
2023
Q3 | $444K | Buy |
13,397
+1,425
| +12% | +$47.3K | 0.12% | 72 |
|
|
2023
Q2 | $439K | Sell |
11,972
-1,553
| -11% | -$57K | 0.12% | 64 |
|
|
2023
Q1 | $557K | Sell |
13,525
-4,012
| -23% | -$165K | 0.16% | 47 |
|
|
2022
Q4 | $837K | Buy |
17,537
+1,067
| +6% | +$50.9K | 0.24% | 37 |
|
|
2022
Q3 | $688K | Sell |
16,470
-359
| -2% | -$15K | 0.22% | 39 |
|
|
2022
Q2 | $855K | Buy |
16,829
+2,635
| +19% | +$134K | 0.25% | 38 |
|
|
2022
Q1 | $735K | Sell |
14,194
-160
| -1% | -$8.29K | 0.2% | 41 |
|
|
2021
Q4 | $848K | Buy |
14,354
+872
| +6% | +$51.5K | 0.25% | 34 |
|
|
2021
Q3 | $580K | Buy |
13,482
+455
| +3% | +$19.6K | 0.21% | 39 |
|
|
2021
Q2 | $510K | Buy |
13,027
+522
| +4% | +$20.4K | 0.19% | 42 |
|
|
2021
Q1 | $453K | Sell |
12,505
-401
| -3% | -$14.5K | 0.18% | 40 |
|
|
2020
Q4 | $475K | Buy |
12,906
+1,127
| +10% | +$41.5K | 0.23% | 32 |
|
|
2020
Q3 | $432K | Buy |
11,779
+10,426
| +771% | +$382K | 0.23% | 30 |
|
|
2020
Q2 | $44K | Buy |
+1,353
| New | +$44K | 0.02% | 87 |
|