Brady 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
Q1 | – | Sell |
-10,639
| Closed | -$282K | – | 115 |
|
|
2024
Q4 | $282K | Sell |
10,639
-3,702
| -26% | -$98.2K | 0.09% | 97 |
|
|
2024
Q3 | $415K | Sell |
14,341
-999
| -7% | -$28.9K | 0.12% | 91 |
|
|
2024
Q2 | $429K | Buy |
15,340
+1
| +0% | +$28 | 0.14% | 86 |
|
|
2024
Q1 | $426K | Buy |
15,339
+3,926
| +34% | +$109K | 0.14% | 88 |
|
|
2023
Q4 | $329K | Sell |
11,413
-1,059
| -8% | -$30.5K | 0.11% | 98 |
|
|
2023
Q3 | $414K | Sell |
12,472
-440
| -3% | -$14.6K | 0.16% | 82 |
|
|
2023
Q2 | $474K | Buy |
12,912
+41
| +0.3% | +$1.5K | 0.18% | 82 |
|
|
2023
Q1 | $525K | Hold |
12,871
| – | – | 0.21% | 79 |
|
|
2022
Q4 | $660K | Buy |
+12,871
| New | +$660K | 0.27% | 71 |
|