JPL Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
11,254
+15
| +0.1% | +$364 | 0.07% | 103 |
|
|
2025
Q1 | $285K | Buy |
11,239
+35
| +0.3% | +$887 | 0.08% | 102 |
|
|
2024
Q4 | $297K | Buy |
+11,204
| New | +$297K | 0.09% | 109 |
|
|
2024
Q1 | – | Sell |
-39,493
| Closed | -$1.14M | – | 118 |
|
|
2023
Q4 | $1.14M | Buy |
+39,493
| New | +$1.14M | 0.82% | 60 |
|