JWM
Jupiter Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Hold |
32,600
| – | – | 0.41% | 52 |
|
|
2025
Q1 | $750K | Sell |
32,600
-39,150
| -55% | -$900K | 0.45% | 47 |
|
|
2024
Q4 | $1.9M | Buy |
71,750
+4,000
| +6% | +$106K | 0.95% | 27 |
|
|
2024
Q3 | $1.96M | Sell |
67,750
-3,390
| -5% | -$98.1K | 1% | 28 |
|
|
2024
Q2 | $2.17M | Buy |
71,140
+3,390
| +5% | +$104K | 1.15% | 28 |
|
|
2024
Q1 | $1.92M | Buy |
67,750
+10,150
| +18% | +$287K | 1.01% | 30 |
|
|
2023
Q4 | $1.66M | Buy |
57,600
+9,000
| +19% | +$259K | 0.98% | 28 |
|
|
2023
Q3 | $1.43M | Hold |
48,600
| – | – | 0.93% | 29 |
|
|
2023
Q2 | $1.78M | Sell |
48,600
-2,600
| -5% | -$95.4K | 1.53% | 18 |
|
|
2023
Q1 | $2.09M | Buy |
51,200
+2,600
| +5% | +$106K | 1.92% | 19 |
|
|
2022
Q4 | $2.49M | Hold |
48,600
| – | – | 2.41% | 15 |
|
|
2022
Q3 | $2.13M | Sell |
48,600
-41,685
| -46% | -$1.82M | 2.13% | 18 |
|
|
2022
Q2 | $4.73M | Hold |
90,285
| – | – | 4.31% | 7 |
|
|
2022
Q1 | $4.67M | Buy |
90,285
+19,685
| +28% | +$1.02M | 2.92% | 10 |
|
|
2021
Q4 | $4.17M | Sell |
70,600
-11,030
| -14% | -$651K | 2.16% | 16 |
|
|
2021
Q3 | $4M | Buy |
81,630
+20,000
| +32% | +$981K | 1.89% | 18 |
|
|
2021
Q2 | $2.78M | Sell |
61,630
-21,500
| -26% | -$969K | 1.33% | 24 |
|
|
2021
Q1 | $3.21M | Buy |
83,130
+17,500
| +27% | +$675K | 1.62% | 23 |
|
|
2020
Q4 | $2.42M | Sell |
65,630
-33,910
| -34% | -$1.25M | 1.48% | 21 |
|
|
2020
Q3 | $3.65M | Sell |
99,540
-43,595
| -30% | -$1.6M | 2.58% | 15 |
|
|
2020
Q2 | $5.22M | Buy |
143,135
+130,035
| +993% | +$4.75M | 2.61% | 16 |
|
|
2020
Q1 | $493K | Sell |
13,100
-1,000
| -7% | -$37.6K | 0.29% | 47 |
|
|
2019
Q4 | $565K | Hold |
14,100
| – | – | 0.27% | 51 |
|
|
2019
Q3 | $507K | Hold |
14,100
| – | – | 0.27% | 49 |
|
|
2019
Q2 | $603K | Hold |
14,100
| – | – | 0.3% | 45 |
|
|
2019
Q1 | $555K | Buy |
+14,100
| New | +$555K | 0.27% | 46 |
|