Drive Wealth Management’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 |
-10,177
| Closed | -$270K | – | 369 |
|
|
2024
Q4 | $270K | Sell |
10,177
-1,829
| -15% | -$48.5K | 0.07% | 237 |
|
|
2024
Q3 | $347K | Sell |
12,006
-8,590
| -42% | -$249K | 0.09% | 186 |
|
|
2024
Q2 | $576K | Buy |
20,596
+4,925
| +31% | +$138K | 0.16% | 112 |
|
|
2024
Q1 | $435K | Sell |
15,671
-5,719
| -27% | -$159K | 0.12% | 153 |
|
|
2023
Q4 | $616K | Sell |
21,390
-3,133
| -13% | -$90.2K | 0.2% | 103 |
|
|
2023
Q3 | $813K | Buy |
24,523
+2,019
| +9% | +$67K | 0.3% | 73 |
|
|
2023
Q2 | $825K | Buy |
22,504
+1,271
| +6% | +$46.6K | 0.31% | 73 |
|
|
2023
Q1 | $866K | Buy |
21,233
+10,154
| +92% | +$414K | 0.36% | 64 |
|
|
2022
Q4 | $568K | Sell |
11,079
-4,554
| -29% | -$233K | 0.28% | 85 |
|
|
2022
Q3 | $684K | Buy |
15,633
+9,050
| +137% | +$396K | 0.65% | 35 |
|
|
2022
Q2 | $345K | Buy |
6,583
+830
| +14% | +$43.5K | 0.32% | 100 |
|
|
2022
Q1 | $298K | Buy |
5,753
+165
| +3% | +$8.55K | 0.25% | 103 |
|
|
2021
Q4 | $330K | Buy |
+5,588
| New | +$330K | 0.29% | 92 |
|