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Asset Planning Inc’s Pfizer PFE Stock Holding History

Asset Planning Inc’s Portfolio PFE Stock Details PFE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$216K Buy
8,926
+48
+0.5% +$1.16K 0.16% 78
2025
Q1 		$225K Sell
8,878
-19,535
-69% -$495K 0.18% 75
2024
Q4 		$754K Buy
+28,413
New +$754K 0.57% 37