Fiduciary Family Office’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $421K | Buy |
17,370
+2,917
| +20% | +$70.7K | 0.14% | 129 |
|
2025
Q1 | $366K | Buy |
+14,453
| New | +$366K | 0.12% | 140 |
|
2024
Q4 | – | Sell |
-19,989
| Closed | -$578K | – | 185 |
|
2024
Q3 | $578K | Buy |
19,989
+833
| +4% | +$24.1K | 0.19% | 111 |
|
2024
Q2 | $536K | Buy |
19,156
+504
| +3% | +$14.1K | 0.21% | 123 |
|
2024
Q1 | $518K | Buy |
18,652
+3,225
| +21% | +$89.5K | 0.2% | 131 |
|
2023
Q4 | $444K | Buy |
+15,427
| New | +$444K | 0.19% | 131 |
|