Apexium Financial’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Sell
12,158
-2,445
-17% -$59.3K 0.02% 232
2025
Q1
$370K Sell
14,603
-8,169
-36% -$207K 0.02% 205
2024
Q4
$604K Buy
22,772
+9,570
+72% +$254K 0.04% 148
2024
Q3
$382K Sell
13,202
-2,294
-15% -$66.4K 0.03% 167
2024
Q2
$434K Sell
15,496
-725
-4% -$20.3K 0.03% 147
2024
Q1
$450K Sell
16,221
-10,144
-38% -$281K 0.03% 153
2023
Q4
$759K Buy
26,365
+14,164
+116% +$408K 0.05% 146
2023
Q3
$405K Sell
12,201
-527
-4% -$17.5K 0.04% 146
2023
Q2
$467K Buy
12,728
+1,050
+9% +$38.5K 0.04% 138
2023
Q1
$476K Sell
11,678
-1,035
-8% -$42.2K 0.05% 133
2022
Q4
$651K Sell
12,713
-632
-5% -$32.4K 0.07% 108
2022
Q3
$584K Buy
+13,345
New +$584K 0.07% 105