Envestnet Portfolio Solutions’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Sell |
246,714
-100,429
| -29% | -$2.43M | 0.02% | 319 |
|
|
2025
Q1 | $8.8M | Sell |
347,143
-253,223
| -42% | -$6.42M | 0.03% | 251 |
|
|
2024
Q4 | $15.9M | Buy |
600,366
+20,991
| +4% | +$557K | 0.05% | 168 |
|
|
2024
Q3 | $16.8M | Buy |
579,375
+4,041
| +0.7% | +$117K | 0.05% | 171 |
|
|
2024
Q2 | $16.1M | Buy |
575,334
+21,167
| +4% | +$592K | 0.06% | 171 |
|
|
2024
Q1 | $15.4M | Buy |
554,167
+115,725
| +26% | +$3.21M | 0.06% | 170 |
|
|
2023
Q4 | $12.6M | Sell |
438,442
-10,359
| -2% | -$298K | 0.05% | 181 |
|
|
2023
Q3 | $14.9M | Buy |
+448,801
| New | +$14.9M | 0.07% | 140 |
|