BIP 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 | – | Sell |
-7,995
| Closed | -$203K | – | 291 |
|
|
2025
Q1 | $203K | Sell |
7,995
-3,858
| -33% | -$97.8K | 0.01% | 266 |
|
|
2024
Q4 | $314K | Buy |
11,853
+1,180
| +11% | +$31.3K | 0.02% | 201 |
|
|
2024
Q3 | $309K | Buy |
10,673
+3,443
| +48% | +$99.6K | 0.02% | 180 |
|
|
2024
Q2 | $202K | Sell |
7,230
-555
| -7% | -$15.5K | 0.02% | 188 |
|
|
2024
Q1 | $216K | Sell |
7,785
-141
| -2% | -$3.91K | 0.02% | 203 |
|
|
2023
Q4 | $228K | Sell |
7,926
-692
| -8% | -$19.9K | 0.02% | 180 |
|
|
2023
Q3 | $286K | Sell |
8,618
-379
| -4% | -$12.6K | 0.03% | 143 |
|
|
2023
Q2 | $330K | Sell |
8,997
-4,075
| -31% | -$149K | 0.03% | 132 |
|
|
2023
Q1 | $533K | Buy |
+13,072
| New | +$533K | 0.06% | 103 |
|