Centurion 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 | – | Sell |
-8,204
| Closed | -$218K | – | 242 |
|
2025
Q1 | $218K | Hold |
8,204
| – | – | 0.07% | 195 |
|
2024
Q4 | $218K | Sell |
8,204
-125
| -2% | -$3.32K | 0.07% | 195 |
|
2024
Q3 | $241K | Buy |
+8,329
| New | +$241K | 0.08% | 180 |
|
2024
Q1 | $365K | Buy |
13,160
+420
| +3% | +$11.7K | 0.14% | 106 |
|
2023
Q4 | $367K | Sell |
12,740
-1,322
| -9% | -$38.1K | 0.16% | 102 |
|
2023
Q3 | $466K | Buy |
14,062
+800
| +6% | +$26.5K | 0.23% | 76 |
|
2023
Q2 | $486K | Buy |
13,262
+557
| +4% | +$20.4K | 0.23% | 75 |
|
2023
Q1 | $518K | Sell |
12,705
-868
| -6% | -$35.4K | 0.26% | 69 |
|
2022
Q4 | $695K | Buy |
+13,573
| New | +$695K | 0.39% | 55 |
|