49 Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Buy |
13,693
+552
| +4% | +$13.4K | 0.04% | 124 |
|
|
2025
Q1 | $333K | Buy |
13,141
+4,635
| +54% | +$117K | 0.04% | 130 |
|
|
2024
Q4 | $226K | Buy |
8,506
+265
| +3% | +$7.03K | 0.03% | 148 |
|
|
2024
Q3 | $238K | Buy |
8,241
+569
| +7% | +$16.5K | 0.04% | 142 |
|
|
2024
Q2 | $217K | Sell |
7,672
-99
| -1% | -$2.79K | 0.04% | 136 |
|
|
2024
Q1 | $215K | Sell |
7,771
-1,523
| -16% | -$42.2K | 0.05% | 111 |
|
|
2023
Q4 | $268K | Buy |
+9,294
| New | +$268K | 0.07% | 91 |
|