Castle 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 | $210K | Sell |
8,679
-889
| -9% | -$21.6K | 0.08% | 115 |
|
|
2025
Q1 | $242K | Sell |
9,568
-60
| -0.6% | -$1.52K | 0.09% | 112 |
|
|
2024
Q4 | $255K | Sell |
9,628
-368
| -4% | -$9.76K | 0.1% | 104 |
|
|
2024
Q3 | $289K | Buy |
9,996
+1,604
| +19% | +$46.4K | 0.12% | 103 |
|
|
2024
Q2 | $235K | Sell |
8,392
-3,866
| -32% | -$108K | 0.11% | 106 |
|
|
2024
Q1 | $340K | Sell |
12,258
-453
| -4% | -$12.6K | 0.18% | 95 |
|
|
2023
Q4 | $366K | Sell |
12,711
-1,672
| -12% | -$48.1K | 0.22% | 93 |
|
|
2023
Q3 | $477K | Buy |
14,383
+22
| +0.2% | +$730 | 0.34% | 65 |
|
|
2023
Q2 | $527K | Buy |
14,361
+418
| +3% | +$15.3K | 0.37% | 62 |
|
|
2023
Q1 | $569K | Sell |
13,943
-487
| -3% | -$19.9K | 0.44% | 52 |
|
|
2022
Q4 | $739K | Sell |
14,430
-417
| -3% | -$21.4K | 0.47% | 44 |
|
|
2022
Q3 | $650K | Buy |
14,847
+16
| +0.1% | +$700 | 0.39% | 44 |
|
|
2022
Q2 | $778K | Buy |
+14,831
| New | +$778K | 0.45% | 42 |
|