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
2025
Q1
$709K Sell
2024
Q4
$940K Buy
2024
Q3
$1.01M Buy
2024
Q2
$1.06M Buy
2024
Q1
$665K Buy
2023
Q4
$536K Sell
2023
Q3
$682K Sell
2023
Q2
$864K Sell
2023
Q1
$992K Sell
2022
Q4
$1.3M Buy
2022
Q3
$962K Buy
2022
Q2
$521K Sell
2022
Q1
$522K Buy
2021
Q4
$507K Buy