Jeppson Wealth Management’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1M Buy
2025
Q2
$910K Buy
2025
Q1
$839K Buy
2024
Q4
$811K Sell
2024
Q3
$947K Buy
2024
Q2
$886K Buy
2024
Q1
$850K Buy
2023
Q4
$674K Sell
2023
Q3
$2.03M Buy
2023
Q2
$2.19M Buy
2023
Q1
$2.41M Sell
2022
Q4
$3.14M Sell
2022
Q3
$2.69M Buy
2022
Q2
$3.06M Buy
2022
Q1
$2.92M Buy
2021
Q4
$3.28M Sell
2021
Q3
$2.43M Sell
2021
Q2
$2.23M Buy
2021
Q1
$2.05M Buy
2020
Q4
$1.87M Sell
2020
Q3
$1.82M Buy