Cove Private Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
94,384
+1,754
| +2% | +$42.5K | 0.81% | 27 |
|
|
2025
Q1 | $2.35M | Buy |
92,630
+350
| +0.4% | +$8.87K | 1.23% | 19 |
|
|
2024
Q4 | $2.45M | Buy |
92,280
+80,650
| +693% | +$2.14M | 1.47% | 15 |
|
|
2024
Q3 | $337K | Hold |
11,630
| – | – | 0.26% | 66 |
|
|
2024
Q2 | $325K | Hold |
11,630
| – | – | 0.26% | 63 |
|
|
2024
Q1 | $323K | Hold |
11,630
| – | – | 0.28% | 63 |
|
|
2023
Q4 | $335K | Buy |
+11,630
| New | +$335K | 0.32% | 63 |
|