BankPlus 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
$432K Buy
17,830
+1,371
+8% +$33.2K 0.29% 74
2025
Q1
$417K Buy
16,459
+1,464
+10% +$37.1K 0.31% 69
2024
Q4
$398K Buy
+14,995
New +$398K 0.3% 71