EverSource Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $515K | Sell |
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2025
Q1 | $709K | Sell |
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2024
Q4 | $940K | Buy |
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2024
Q3 | $1.01M | Buy |
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2024
Q2 | $1.06M | Buy |
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2024
Q1 | $665K | Buy |
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2023
Q4 | $536K | Sell |
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2023
Q3 | $682K | Sell |
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2023
Q2 | $864K | Sell |
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2023
Q1 | $992K | Sell |
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2022
Q4 | $1.3M | Buy |
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2022
Q3 | $962K | Buy |
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2022
Q2 | $521K | Sell |
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2022
Q1 | $522K | Buy |
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2021
Q4 | $507K | Buy |
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