Fortis Group Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.5K | Hold |
3,486
| – | – | 0.02% | 230 |
|
|
2025
Q1 | $88.3K | Hold |
3,486
| – | – | 0.02% | 199 |
|
|
2024
Q4 | $92.5K | Hold |
3,486
| – | – | 0.02% | 197 |
|
|
2024
Q3 | $101K | Hold |
3,486
| – | – | 0.02% | 187 |
|
|
2024
Q2 | $97.5K | Hold |
3,486
| – | – | 0.02% | 187 |
|
|
2024
Q1 | $96.7K | Sell |
3,486
-3,486
| -50% | -$96.7K | 0.02% | 205 |
|
|
2023
Q4 | $201K | Buy |
6,972
+3,486
| +100% | +$100K | 0.05% | 125 |
|
|
2023
Q3 | $116K | Buy |
+3,486
| New | +$116K | 0.04% | 122 |
|
|
2020
Q3 | $467K | Buy |
+13,445
| New | +$467K | 0.09% | 108 |
|