KJWM
Kiley Juergens Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
16,543
+1,101
| +7% | +$26.7K | 0.09% | 71 |
|
|
2025
Q1 | $391K | Sell |
15,442
-442
| -3% | -$11.2K | 0.1% | 67 |
|
|
2024
Q4 | $421K | Sell |
15,884
-873
| -5% | -$23.2K | 0.11% | 67 |
|
|
2024
Q3 | $485K | Sell |
16,757
-770
| -4% | -$22.3K | 0.13% | 65 |
|
|
2024
Q2 | $490K | Sell |
17,527
-242
| -1% | -$6.77K | 0.14% | 66 |
|
|
2024
Q1 | $493K | Sell |
17,769
-660
| -4% | -$18.3K | 0.15% | 61 |
|
|
2023
Q4 | $531K | Sell |
18,429
-6,077
| -25% | -$175K | 0.18% | 58 |
|
|
2023
Q3 | $813K | Sell |
24,506
-2,195
| -8% | -$72.8K | 0.29% | 50 |
|
|
2023
Q2 | $979K | Sell |
26,701
-1,735
| -6% | -$63.6K | 0.34% | 46 |
|
|
2023
Q1 | $1.16M | Sell |
28,436
-461
| -2% | -$18.8K | 0.43% | 45 |
|
|
2022
Q4 | $1.48M | Buy |
28,897
+61
| +0.2% | +$3.13K | 0.62% | 34 |
|
|
2022
Q3 | $1.26M | Buy |
28,836
+2,572
| +10% | +$112K | 0.59% | 35 |
|
|
2022
Q2 | $1.38M | Buy |
26,264
+12,086
| +85% | +$634K | 0.65% | 32 |
|
|
2022
Q1 | $734K | Sell |
14,178
-5,658
| -29% | -$293K | 0.35% | 44 |
|
|
2021
Q4 | $1.17M | Buy |
19,836
+772
| +4% | +$45.6K | 0.44% | 42 |
|
|
2021
Q3 | $819K | Sell |
19,064
-426
| -2% | -$18.3K | 0.36% | 48 |
|
|
2021
Q2 | $763K | Buy |
19,490
+2,110
| +12% | +$82.6K | 0.35% | 49 |
|
|
2021
Q1 | $629K | Sell |
17,380
-165
| -0.9% | -$5.97K | 0.33% | 48 |
|
|
2020
Q4 | $645K | Buy |
17,545
+855
| +5% | +$31.4K | 0.38% | 42 |
|
|
2020
Q3 | $612K | Sell |
16,690
-6,563
| -28% | -$241K | 0.45% | 32 |
|
|
2020
Q2 | $760K | Buy |
23,253
+1,203
| +5% | +$39.3K | 0.63% | 31 |
|
|
2020
Q1 | $719K | Buy |
22,050
+1,665
| +8% | +$54.3K | 0.74% | 29 |
|
|
2019
Q4 | $798K | Buy |
20,385
+1,632
| +9% | +$63.9K | 0.7% | 30 |
|
|
2019
Q3 | $673K | Buy |
18,753
+119
| +0.6% | +$4.27K | 0.74% | 27 |
|
|
2019
Q2 | $807K | Buy |
18,634
+636
| +4% | +$27.5K | 0.91% | 26 |
|
|
2019
Q1 | $764K | Buy |
17,998
+626
| +4% | +$26.6K | 0.95% | 25 |
|
|
2018
Q4 | $758K | Buy |
17,372
+210
| +1% | +$9.16K | 1.06% | 23 |
|
|
2018
Q3 | $756K | Buy |
17,162
+5,788
| +51% | +$255K | 0.56% | 36 |
|
|
2018
Q2 | $412K | Buy |
11,374
+484
| +4% | +$17.5K | 0.37% | 54 |
|
|
2018
Q1 | $386K | Buy |
10,890
+97
| +0.9% | +$3.44K | 0.42% | 52 |
|
|
2017
Q4 | $390K | Buy |
+10,793
| New | +$390K | 0.35% | 49 |
|