AWM
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Aegis Wealth Management’s Pfizer PFE Stock Holding History

Aegis Wealth Management’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$327K Hold
12,898
– – 0.2% 85
2025
Q1 		$327K Buy
12,898
+2
+0% +$51 0.19% 89
2024
Q4 		$342K Buy
+12,896
New +$342K 0.23% 73