Angeles 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 | $289K | Buy |
11,933
+753
| +7% | +$18.3K | 0.02% | 264 |
|
|
2025
Q1 | $283K | Sell |
11,180
-7,499
| -40% | -$190K | 0.02% | 228 |
|
|
2024
Q4 | $496K | Buy |
18,679
+2,882
| +18% | +$76.5K | 0.04% | 144 |
|
|
2024
Q3 | $457K | Buy |
15,797
+4,217
| +36% | +$122K | 0.04% | 141 |
|
|
2024
Q2 | $324K | Buy |
11,580
+2,239
| +24% | +$62.6K | 0.03% | 166 |
|
|
2024
Q1 | $259K | Sell |
9,341
-5,566
| -37% | -$154K | 0.03% | 186 |
|
|
2023
Q4 | $429K | Sell |
14,907
-239
| -2% | -$6.88K | 0.05% | 122 |
|
|
2023
Q3 | $502K | Sell |
15,146
-1,183
| -7% | -$39.2K | 0.07% | 91 |
|
|
2023
Q2 | $599K | Sell |
16,329
-1,176
| -7% | -$43.1K | 0.08% | 97 |
|
|
2023
Q1 | $714K | Buy |
17,505
+2,141
| +14% | +$87.4K | 0.11% | 92 |
|
|
2022
Q4 | $787K | Buy |
15,364
+2,442
| +19% | +$125K | 0.14% | 86 |
|
|
2022
Q3 | $565K | Buy |
12,922
+2,105
| +19% | +$92K | 0.11% | 89 |
|
|
2022
Q2 | $567K | Sell |
10,817
-858
| -7% | -$45K | 0.11% | 96 |
|
|
2022
Q1 | $604K | Buy |
+11,675
| New | +$604K | 0.11% | 98 |
|