Delos Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-350
| Closed | -$9.29K | – | 151 |
|
|
2024
Q4 | $9.29K | Hold |
350
| – | – | 0.01% | 113 |
|
|
2024
Q3 | $10.1K | Hold |
350
| – | – | 0.01% | 109 |
|
|
2024
Q2 | $9.79K | Hold |
350
| – | – | 0.01% | 128 |
|
|
2024
Q1 | $9.71K | Sell |
350
-300
| -46% | -$8.33K | 0.01% | 125 |
|
|
2023
Q4 | $18.7K | Sell |
650
-50
| -7% | -$1.44K | 0.03% | 87 |
|
|
2023
Q3 | $24.8K | Hold |
700
| – | – | 0.03% | 95 |
|
|
2023
Q2 | $25.7K | Hold |
700
| – | – | 0.03% | 89 |
|
|
2023
Q1 | $28.6K | Sell |
700
-100
| -13% | -$4.08K | 0.04% | 79 |
|
|
2022
Q4 | $41K | Hold |
800
| – | – | 0.06% | 65 |
|
|
2022
Q3 | $35K | Buy |
800
+400
| +100% | +$17.5K | 0.04% | 65 |
|
|
2022
Q2 | $21K | Hold |
400
| – | – | 0.02% | 88 |
|
|
2022
Q1 | $21K | Hold |
400
| – | – | 0.02% | 110 |
|
|
2021
Q4 | $24K | Buy |
+400
| New | +$24K | 0.02% | 121 |
|