Cascade Financial Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Sell |
26,668
-149
| -0.6% | -$3.61K | 0.08% | 146 |
|
|
2025
Q1 | $680K | Buy |
26,817
+594
| +2% | +$15.1K | 0.09% | 132 |
|
|
2024
Q4 | $696K | Buy |
26,223
+325
| +1% | +$8.62K | 0.09% | 124 |
|
|
2024
Q3 | $747K | Sell |
25,898
-5,801
| -18% | -$167K | 0.09% | 119 |
|
|
2024
Q2 | $887K | Sell |
31,699
-10,371
| -25% | -$290K | 0.12% | 106 |
|
|
2024
Q1 | $1.09M | Buy |
+42,070
| New | +$1.09M | 0.16% | 93 |
|