Gen-Wealth Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190K | Buy |
7,819
+238
| +3% | +$5.77K | 0.07% | 225 |
|
|
2025
Q1 | $192K | Sell |
7,581
-238
| -3% | -$6.03K | 0.08% | 213 |
|
|
2024
Q4 | $207K | Buy |
7,819
+194
| +3% | +$5.15K | 0.09% | 208 |
|
|
2024
Q3 | $217K | Buy |
7,625
+1,115
| +17% | +$31.8K | 0.1% | 210 |
|
|
2024
Q2 | $182K | Sell |
6,510
-2,884
| -31% | -$80.7K | 0.09% | 221 |
|
|
2024
Q1 | $261K | Buy |
+9,394
| New | +$261K | 0.13% | 174 |
|