Bernard 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
$22.2K Sell
915
-184
-17% -$4.46K 0.01% 174
2025
Q1
$27.9K Sell
1,099
-37
-3% -$938 0.01% 158
2024
Q4
$30.1K Buy
+1,136
New +$30.1K 0.01% 156