Elevation 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 | $60K | Sell |
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|
2025
Q2 | $108K | Buy |
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|
2025
Q1 | $113K | Buy |
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|
2024
Q4 | $117K | Hold |
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|
2024
Q3 | $128K | Hold |
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|
2024
Q2 | $124K | Sell |
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|
2024
Q1 | $179K | Sell |
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|
2023
Q4 | $228K | Buy |
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|
2023
Q3 | $86.3K | Buy |
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|
2023
Q2 | $95.1K | Buy |
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|
2023
Q1 | $106K | Buy |
|