Daymark 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 | $5.53M | Sell |
228,214
-15,519
| -6% | -$376K | 0.21% | 94 |
|
|
2025
Q1 | $6.18M | Sell |
243,733
-25,397
| -9% | -$644K | 0.27% | 80 |
|
|
2024
Q4 | $7.14M | Sell |
269,130
-23,291
| -8% | -$618K | 0.3% | 71 |
|
|
2024
Q3 | $8.46M | Sell |
292,421
-2,355
| -0.8% | -$68.2K | 0.36% | 63 |
|
|
2024
Q2 | $8.25M | Buy |
294,776
+16,817
| +6% | +$471K | 0.38% | 59 |
|
|
2024
Q1 | $7.71M | Buy |
277,959
+6,044
| +2% | +$168K | 0.42% | 56 |
|
|
2023
Q4 | $7.83M | Buy |
271,915
+10,475
| +4% | +$302K | 0.48% | 49 |
|
|
2023
Q3 | $8.67M | Buy |
261,440
+32,054
| +14% | +$1.06M | 0.6% | 44 |
|
|
2023
Q2 | $8.41M | Buy |
229,386
+166,111
| +263% | +$6.09M | 0.62% | 42 |
|
|
2023
Q1 | $2.58M | Buy |
63,275
+23,337
| +58% | +$952K | 0.34% | 73 |
|
|
2022
Q4 | $2.05M | Buy |
+39,938
| New | +$2.05M | 0.36% | 61 |
|