Brass Tax 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 | $262K | Sell |
10,806
-1,777
| -14% | -$43.1K | 0.05% | 186 |
|
|
2025
Q1 | $319K | Sell |
12,583
-114
| -0.9% | -$2.89K | 0.07% | 149 |
|
|
2024
Q4 | $337K | Sell |
12,697
-946
| -7% | -$25.1K | 0.07% | 131 |
|
|
2024
Q3 | $395K | Buy |
13,643
+3,303
| +32% | +$95.6K | 0.08% | 109 |
|
|
2024
Q2 | $289K | Buy |
10,340
+2,028
| +24% | +$56.7K | 0.13% | 97 |
|
|
2024
Q1 | $231K | Buy |
+8,312
| New | +$231K | 0.12% | 100 |
|