Concord Wealth Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $1.23M | Buy |
|
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|
2024
Q4 | $468K | Buy |
|
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|
2024
Q3 | $145K | Sell |
|
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|
2024
Q2 | $160K | Sell |
|
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|
2024
Q1 | $217K | Sell |
|
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|
2023
Q4 | $375K | Sell |
|
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|
2023
Q3 | $526K | Buy |
|
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|
2023
Q2 | $383K | Buy |
|
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|
2023
Q1 | $358K | Sell |
|
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|
2022
Q4 | $1.08M | Sell |
|
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|
2022
Q3 | $1.28M | Sell |
|
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|
2022
Q2 | $1.55M | Buy |
|
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|
2022
Q1 | $1.45M | Sell |
|
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|
2021
Q4 | $1.75M | Buy |
|
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|
2021
Q3 | $596K | Sell |
|
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|
2021
Q2 | $997K | Buy |
|
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|
2021
Q1 | $833K | Buy |
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|
2020
Q4 | $379K | Buy |
|