Centennial Wealth Advisory’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $869K | Buy |
35,845
+13,815
| +63% | +$335K | 0.28% | 50 |
|
|
2025
Q1 | $558K | Sell |
22,030
-2,588
| -11% | -$65.6K | 0.2% | 64 |
|
|
2024
Q4 | $653K | Buy |
24,618
+2,490
| +11% | +$66.1K | 0.26% | 49 |
|
|
2024
Q3 | $640K | Buy |
22,128
+4,149
| +23% | +$120K | 0.25% | 44 |
|
|
2024
Q2 | $503K | Buy |
17,979
+8,239
| +85% | +$231K | 0.22% | 60 |
|
|
2024
Q1 | $270K | Sell |
9,740
-1,896
| -16% | -$52.6K | 0.13% | 107 |
|
|
2023
Q4 | $335K | Sell |
11,636
-64
| -0.5% | -$1.84K | 0.17% | 90 |
|
|
2023
Q3 | $388K | Sell |
11,700
-1,600
| -12% | -$53.1K | 0.21% | 74 |
|
|
2023
Q2 | $488K | Buy |
+13,300
| New | +$488K | 0.25% | 57 |
|
|
2022
Q3 | – | Sell |
-6,055
| Closed | -$317K | – | 126 |
|
|
2022
Q2 | $317K | Buy |
+6,055
| New | +$317K | 0.18% | 76 |
|