Confluence Wealth Services’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 | $2.03M | Buy |
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|
2025
Q1 | $1.79M | Buy |
|
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|
2024
Q4 | $1.9M | Buy |
|
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|
2024
Q3 | $1.96M | Buy |
|
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|
2024
Q2 | $1.88M | Buy |
|
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|
2024
Q1 | $1.7M | Buy |
|
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|
2023
Q4 | $1.74M | Sell |
|
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|
2023
Q3 | $2.16M | Buy |
|
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|
2023
Q2 | $2.37M | Buy |
|
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|
2023
Q1 | $2.48M | Buy |
|
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|
2022
Q4 | $2.83M | Buy |
|
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|
2022
Q3 | $2.41M | Sell |
|
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|
2022
Q2 | $3.06M | Buy |
|
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|
2022
Q1 | $2.66M | Sell |
|
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|
2021
Q4 | $3.05M | Buy |
|