JWWM
Johnson & White Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,363
| Closed | -$476K | – | 80 |
|
|
2023
Q3 | $476K | Buy |
+14,363
| New | +$476K | 0.43% | 54 |
|
|
2023
Q2 | – | Sell |
-13,642
| Closed | -$557K | – | 63 |
|
|
2023
Q1 | $557K | Buy |
13,642
+8,117
| +147% | +$331K | 0.5% | 47 |
|
|
2022
Q4 | $368K | Sell |
5,525
-6,443
| -54% | -$429K | 0.37% | 59 |
|
|
2022
Q3 | $524K | Buy |
+11,968
| New | +$524K | 0.59% | 43 |
|