Aviso 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 | $1.03M | Sell |
42,684
-7,585
| -15% | -$184K | 0.48% | 54 |
|
|
2025
Q1 | $1.27M | Sell |
50,269
-24,757
| -33% | -$627K | 0.68% | 43 |
|
|
2024
Q4 | $1.99M | Sell |
75,026
-7,737
| -9% | -$205K | 1.02% | 20 |
|
|
2024
Q3 | $2.4M | Buy |
82,763
+1,915
| +2% | +$55.4K | 1.3% | 11 |
|
|
2024
Q2 | $2.26M | Buy |
80,848
+573
| +0.7% | +$16K | 1.34% | 13 |
|
|
2024
Q1 | $2.23M | Buy |
80,275
+34,115
| +74% | +$947K | 1.4% | 14 |
|
|
2023
Q4 | $1.33M | Buy |
+46,160
| New | +$1.33M | 0.96% | 24 |
|