Curated Wealth Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $211K | Sell |
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|
2025
Q2 | $1.01M | Sell |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.2M | Buy |
|
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|
2024
Q3 | $1.04M | Buy |
|
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|
2024
Q2 | $992K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $818K | Buy |
|
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|
2023
Q3 | $315K | Sell |
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|
2023
Q2 | $395K | Sell |
|
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|
2023
Q1 | $880K | Sell |
|
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|
2022
Q4 | $1.12M | Sell |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $1.25M | Buy |
|
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|
2022
Q1 | $1.18M | Hold |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $855K | Sell |
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|
2021
Q2 | $792K | Buy |
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|
2021
Q1 | $641K | Buy |
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|
2020
Q4 | $535K | Buy |
|