JWM
Jessup Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,085
| Closed | -$235K | – | 62 |
|
|
2023
Q3 | $235K | Sell |
7,085
-537
| -7% | -$17.8K | 0.14% | 48 |
|
|
2023
Q2 | $280K | Sell |
7,622
-683
| -8% | -$25.1K | 0.15% | 51 |
|
|
2023
Q1 | $339K | Sell |
8,305
-476
| -5% | -$19.4K | 0.2% | 54 |
|
|
2022
Q4 | $450K | Buy |
+8,781
| New | +$450K | 0.29% | 46 |
|