Bridgewealth Advisory Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $434K | Buy |
+17,899
| New | +$434K | 0.11% | 72 |
|
2025
Q1 | – | Sell |
-13,225
| Closed | -$339K | – | 91 |
|
2024
Q4 | $339K | Buy |
13,225
+3,152
| +31% | +$80.8K | 0.1% | 76 |
|
2024
Q3 | $292K | Buy |
10,073
+1,309
| +15% | +$37.9K | 0.11% | 62 |
|
2024
Q2 | $245K | Sell |
8,764
-131
| -1% | -$3.67K | 0.11% | 60 |
|
2024
Q1 | $247K | Buy |
+8,895
| New | +$247K | 0.12% | 63 |
|