FSB Premier 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 | $231K | Sell |
9,521
-120
| -1% | -$2.91K | 0.08% | 198 |
|
2025
Q1 | $244K | Sell |
9,641
-830
| -8% | -$21K | 0.1% | 189 |
|
2024
Q4 | $278K | Sell |
10,471
-131
| -1% | -$3.48K | 0.11% | 175 |
|
2024
Q3 | $307K | Sell |
10,602
-1,015
| -9% | -$29.4K | 0.13% | 163 |
|
2024
Q2 | $325K | Buy |
11,617
+116
| +1% | +$3.25K | 0.15% | 139 |
|
2024
Q1 | $319K | Buy |
11,501
+2,305
| +25% | +$64K | 0.15% | 135 |
|
2023
Q4 | $265K | Sell |
9,196
-651
| -7% | -$18.7K | 0.13% | 139 |
|
2023
Q3 | $327K | Buy |
9,847
+371
| +4% | +$12.3K | 0.18% | 106 |
|
2023
Q2 | $348K | Buy |
9,476
+91
| +1% | +$3.34K | 0.19% | 103 |
|
2023
Q1 | $383K | Buy |
9,385
+1,916
| +26% | +$78.2K | 0.21% | 93 |
|
2022
Q4 | $383K | Buy |
7,469
+150
| +2% | +$7.69K | 0.21% | 94 |
|
2022
Q3 | $320K | Buy |
7,319
+23
| +0.3% | +$1.01K | 0.19% | 105 |
|
2022
Q2 | $382K | Buy |
7,296
+161
| +2% | +$8.43K | 0.21% | 93 |
|
2022
Q1 | $360K | Sell |
7,135
-1,163
| -14% | -$58.7K | 0.18% | 99 |
|
2021
Q4 | $490K | Sell |
8,298
-1,151
| -12% | -$68K | 0.2% | 86 |
|
2021
Q3 | $406K | Sell |
9,449
-1,026
| -10% | -$44.1K | 0.2% | 78 |
|
2021
Q2 | $410K | Buy |
10,475
+921
| +10% | +$36K | 0.21% | 73 |
|
2021
Q1 | $346K | Buy |
9,554
+175
| +2% | +$6.34K | 0.19% | 77 |
|
2020
Q4 | $345K | Buy |
+9,379
| New | +$345K | 0.18% | 78 |
|