AssuredPartners Investment Advisors’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Sell
47,930
-13,039
-21% -$316K 0.28% 67
2025
Q1
$1.54M Buy
60,969
+20,210
+50% +$512K 0.3% 95
2024
Q4
$1.08M Buy
+40,759
New +$1.08M 0.21% 112