Genesis Private Wealth’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$365K Sell
15,051
-33
-0.2% -$800 0.17% 70
2025
Q1
$382K Buy
+15,084
New +$382K 0.2% 62