Congress Wealth Management’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 | $17.2M | Buy |
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|
2025
Q1 | $13.5M | Buy |
|
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|
2024
Q4 | $8.99M | Sell |
|
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|
2024
Q3 | $13.1M | Buy |
|
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|
2024
Q2 | $6.28M | Buy |
|
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|
2024
Q1 | $853K | Sell |
|
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|
2023
Q4 | $1.73M | Buy |
|
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|
2023
Q3 | $1.34M | Sell |
|
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|
2023
Q2 | $1.58M | Sell |
|
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|
2023
Q1 | $1.77M | Sell |
|
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|
2022
Q4 | $2.37M | Buy |
|
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|
2022
Q3 | $1.98M | Sell |
|
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|
2022
Q2 | $2.46M | Sell |
|
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|
2022
Q1 | $2.73M | Buy |
|
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|
2021
Q4 | $3.08M | Buy |
|