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Compass Planning Associates’s Pfizer PFE Stock Holding History

Compass Planning Associates’s Portfolio PFE Stock Details PFE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$132K Buy
5,457
+93
+2% +$2.25K 0.12% 39
2025
Q1 		$136K Buy
5,364
+86
+2% +$2.18K 0.14% 39
2024
Q4 		$140K Buy
+5,278
New +$140K 0.14% 40