Briaud Financial Planning’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Hold |
810
| – | – | 0.01% | 178 |
|
|
2025
Q1 | $20K | Hold |
810
| – | – | 0.01% | 126 |
|
|
2024
Q4 | $21K | Hold |
810
| – | – | 0.01% | 121 |
|
|
2024
Q3 | $23K | Hold |
810
| – | – | 0.01% | 89 |
|
|
2024
Q2 | $22K | Hold |
810
| – | – | 0.01% | 87 |
|
|
2024
Q1 | $23K | Buy |
+810
| New | +$23K | 0.01% | 81 |
|
|
2023
Q4 | – | Sell |
-912
| Closed | -$30K | – | 122 |
|
|
2023
Q3 | $30K | Buy |
+912
| New | +$30K | 0.02% | 73 |
|