Consilium Wealth Advisory’s Pfizer PFE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,575	Closed	-$227K	–	83
2023 Q1	$227K	Sell	5,575 -306	-5%	-$12.5K	0.19%	72
2022 Q4	$301K	Buy	5,881 +1,068	+22%	+$54.7K	0.26%	65
2022 Q3	$211K	Buy	+4,813	New	+$211K	0.24%	65