JWM
JGP Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Buy |
23,430
+1,193
| +5% | +$28.9K | 0.07% | 125 |
|
|
2025
Q1 | $563K | Sell |
22,237
-12,939
| -37% | -$328K | 0.07% | 115 |
|
|
2024
Q4 | $933K | Sell |
35,176
-17,203
| -33% | -$456K | 0.12% | 98 |
|
|
2024
Q3 | $1.52M | Buy |
52,379
+32
| +0.1% | +$926 | 0.2% | 68 |
|
|
2024
Q2 | $1.46M | Sell |
52,347
-1,080
| -2% | -$30.2K | 0.21% | 65 |
|
|
2024
Q1 | $1.48M | Sell |
53,427
-3,824
| -7% | -$106K | 0.22% | 67 |
|
|
2023
Q4 | $1.65M | Sell |
57,251
-3,236
| -5% | -$93.2K | 0.24% | 63 |
|
|
2023
Q3 | $2.01M | Buy |
60,487
+2,000
| +3% | +$66.3K | 0.34% | 59 |
|
|
2023
Q2 | $2.15M | Buy |
58,487
+4,316
| +8% | +$158K | 0.35% | 57 |
|
|
2023
Q1 | $2.21M | Buy |
54,171
+2,090
| +4% | +$85.3K | 0.39% | 55 |
|
|
2022
Q4 | $2.67M | Buy |
52,081
+1,733
| +3% | +$88.8K | 0.49% | 49 |
|
|
2022
Q3 | $2.13M | Buy |
50,348
+1,422
| +3% | +$60.2K | 0.45% | 51 |
|
|
2022
Q2 | $2.58M | Buy |
48,926
+531
| +1% | +$28K | 0.52% | 49 |
|
|
2022
Q1 | $2.67M | Sell |
48,395
-281
| -0.6% | -$15.5K | 0.49% | 50 |
|
|
2021
Q4 | $2.71M | Buy |
48,676
+1,298
| +3% | +$72.2K | 0.5% | 47 |
|
|
2021
Q3 | $2.04M | Sell |
47,378
-4
| -0% | -$172 | 0.44% | 52 |
|
|
2021
Q2 | $1.86M | Buy |
47,382
+4,680
| +11% | +$183K | 0.4% | 51 |
|
|
2021
Q1 | $1.55M | Sell |
42,702
-15,733
| -27% | -$570K | 0.35% | 56 |
|
|
2020
Q4 | $2.04M | Buy |
58,435
+1,148
| +2% | +$40.1K | 0.47% | 47 |
|
|
2020
Q3 | $2.09M | Sell |
57,287
-5,987
| -9% | -$218K | 0.55% | 46 |
|
|
2020
Q2 | $2.14M | Sell |
63,274
-230
| -0.4% | -$7.76K | 0.63% | 46 |
|
|
2020
Q1 | $2.2M | Sell |
63,504
-467
| -0.7% | -$16.2K | 0.78% | 45 |
|
|
2019
Q4 | $2.49M | Sell |
63,971
-122
| -0.2% | -$4.74K | 0.74% | 50 |
|
|
2019
Q3 | $2.22M | Buy |
64,093
+1,075
| +2% | +$37.3K | 0.77% | 51 |
|
|
2019
Q2 | $2.73M | Sell |
63,018
-288
| -0.5% | -$12.5K | 0.97% | 48 |
|
|
2019
Q1 | $2.69M | Sell |
63,306
-4,159
| -6% | -$177K | 1.02% | 46 |
|
|
2018
Q4 | $2.95M | Sell |
67,465
-818
| -1% | -$35.7K | 1.22% | 34 |
|
|
2018
Q3 | $3M | Sell |
68,283
-2,402
| -3% | -$106K | 1.2% | 37 |
|
|
2018
Q2 | $2.56M | Buy |
+70,685
| New | +$2.56M | 1.07% | 47 |
|