Cetera Trust Company’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.2K Sell
1,000
-182
-15% -$4.41K 0.01% 244
2025
Q1
$30K Sell
1,182
-250
-17% -$6.34K 0.02% 240
2024
Q4
$38K Sell
1,432
-223
-13% -$5.92K 0.02% 233
2024
Q3
$47.9K Hold
1,655
0.03% 235
2024
Q2
$46.3K Sell
1,655
-200
-11% -$5.6K 0.03% 232
2024
Q1
$51.5K Hold
1,855
0.03% 228
2023
Q4
$53.4K Buy
+1,855
New +$53.4K 0.03% 223