Forza Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
15,290
+2,188
| +17% | +$53K | 0.15% | 142 |
|
|
2025
Q1 | $332K | Buy |
13,102
+1,250
| +11% | +$31.7K | 0.15% | 144 |
|
|
2024
Q4 | $314K | Sell |
11,852
-6,908
| -37% | -$183K | 0.14% | 150 |
|
|
2024
Q3 | $543K | Buy |
18,760
+365
| +2% | +$10.6K | 0.25% | 108 |
|
|
2024
Q2 | $515K | Sell |
18,395
-1,163
| -6% | -$32.5K | 0.27% | 105 |
|
|
2024
Q1 | $543K | Hold |
19,558
| – | – | 0.28% | 99 |
|
|
2023
Q4 | $563K | Sell |
19,558
-5,685
| -23% | -$164K | 0.31% | 91 |
|
|
2023
Q3 | $837K | Hold |
25,243
| – | – | 0.43% | 74 |
|
|
2023
Q2 | $926K | Sell |
25,243
-820
| -3% | -$30.1K | 0.47% | 73 |
|
|
2023
Q1 | $1.06M | Buy |
26,063
+2,085
| +9% | +$85.1K | 0.55% | 61 |
|
|
2022
Q4 | $1.23M | Buy |
+23,978
| New | +$1.23M | 0.82% | 37 |
|