Cyndeo Wealth Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Buy |
146,694
+5,007
| +4% | +$121K | 0.21% | 119 |
|
|
2025
Q1 | $3.59M | Buy |
141,687
+5,852
| +4% | +$148K | 0.24% | 117 |
|
|
2024
Q4 | $3.6M | Sell |
135,835
-17,274
| -11% | -$458K | 0.24% | 105 |
|
|
2024
Q3 | $4.43M | Buy |
153,109
+31,201
| +26% | +$903K | 0.31% | 87 |
|
|
2024
Q2 | $3.41M | Buy |
121,908
+30,967
| +34% | +$866K | 0.27% | 110 |
|
|
2024
Q1 | $2.52M | Buy |
90,941
+19,239
| +27% | +$534K | 0.21% | 136 |
|
|
2023
Q4 | $2.06M | Buy |
71,702
+18,107
| +34% | +$521K | 0.19% | 135 |
|
|
2023
Q3 | $1.78M | Buy |
53,595
+3,153
| +6% | +$105K | 0.19% | 133 |
|
|
2023
Q2 | $1.85M | Sell |
50,442
-888
| -2% | -$32.6K | 0.19% | 127 |
|
|
2023
Q1 | $2.09M | Buy |
51,330
+811
| +2% | +$33.1K | 0.23% | 121 |
|
|
2022
Q4 | $2.59M | Buy |
+50,519
| New | +$2.59M | 0.3% | 109 |
|