Amplius Wealth Advisors’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.1M Sell
2025
Q2
$1.12M Sell
2025
Q1
$1.18M Sell
2024
Q4
$1.24M Buy
2024
Q3
$750K Sell
2024
Q2
$728K Sell
2024
Q1
$776K Buy
2023
Q4
$796K Sell
2023
Q3
$1.16M Sell
2023
Q2
$1.33M Buy
2023
Q1
$1.46M Buy
2022
Q4
$1.75M Buy
2022
Q3
$1.42M Buy
2022
Q2
$1.66M Sell
2022
Q1
$1.66M Sell
2021
Q4
$1.94M Buy