Avantra Family Wealth’s Pfizer PFE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$268K	Sell	11,065 -31	-0.3%	-$751	0.22%	110
2025 Q1	$281K	Sell	11,096 -3,896	-26%	-$98.7K	0.27%	122
2024 Q4	$398K	Buy	+14,992	New	+$398K	0.37%	102