Convergence Financial’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,098
| Closed | -$205K | – | 183 |
|
|
2025
Q1 | $205K | Sell |
8,098
-994
| -11% | -$25.2K | 0.04% | 166 |
|
|
2024
Q4 | $241K | Sell |
9,092
-1,810
| -17% | -$48K | 0.05% | 140 |
|
|
2024
Q3 | $316K | Sell |
10,902
-6,371
| -37% | -$184K | 0.07% | 119 |
|
|
2024
Q2 | $483K | Buy |
+17,273
| New | +$483K | 0.13% | 91 |
|