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Capstone Wealth Management Group (Oregon)’s Pfizer PFE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,038
Closed -$254K 108
2025
Q1
$254K Buy
10,038
+1,472
+17% +$37.3K 0.2% 78
2024
Q4
$227K Buy
+8,566
New +$227K 0.17% 94