Jeppson Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Buy |
37,526
+4,411
| +13% | +$107K | 0.31% | 78 |
|
|
2025
Q1 | $839K | Buy |
33,115
+2,548
| +8% | +$64.6K | 0.31% | 82 |
|
|
2024
Q4 | $811K | Sell |
30,567
-2,165
| -7% | -$57.4K | 0.29% | 83 |
|
|
2024
Q3 | $947K | Buy |
32,732
+1,072
| +3% | +$31K | 0.34% | 76 |
|
|
2024
Q2 | $886K | Buy |
31,660
+1,025
| +3% | +$28.7K | 0.34% | 74 |
|
|
2024
Q1 | $850K | Buy |
30,635
+7,207
| +31% | +$200K | 0.33% | 79 |
|
|
2023
Q4 | $674K | Sell |
23,428
-37,800
| -62% | -$1.09M | 0.28% | 90 |
|
|
2023
Q3 | $2.03M | Buy |
61,228
+1,604
| +3% | +$53.2K | 0.93% | 23 |
|
|
2023
Q2 | $2.19M | Buy |
59,624
+560
| +0.9% | +$20.5K | 0.95% | 22 |
|
|
2023
Q1 | $2.41M | Sell |
59,064
-2,221
| -4% | -$90.6K | 1.05% | 21 |
|
|
2022
Q4 | $3.14M | Sell |
61,285
-164
| -0.3% | -$8.4K | 1.32% | 11 |
|
|
2022
Q3 | $2.69M | Buy |
61,449
+3,067
| +5% | +$134K | 1.22% | 14 |
|
|
2022
Q2 | $3.06M | Buy |
58,382
+2,074
| +4% | +$109K | 1.32% | 12 |
|
|
2022
Q1 | $2.92M | Buy |
56,308
+749
| +1% | +$38.8K | 1.36% | 14 |
|
|
2021
Q4 | $3.28M | Sell |
55,559
-1,042
| -2% | -$61.5K | 1.58% | 11 |
|
|
2021
Q3 | $2.43M | Sell |
56,601
-220
| -0.4% | -$9.46K | 1.27% | 15 |
|
|
2021
Q2 | $2.23M | Buy |
56,821
+150
| +0.3% | +$5.87K | 1.21% | 15 |
|
|
2021
Q1 | $2.05M | Buy |
56,671
+5,780
| +11% | +$209K | 1.22% | 17 |
|
|
2020
Q4 | $1.87M | Sell |
50,891
-1,452
| -3% | -$53.4K | 1.25% | 15 |
|
|
2020
Q3 | $1.82M | Buy |
+52,343
| New | +$1.82M | 1.43% | 12 |
|