GeoWealth 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 | $437K | Buy |
18,041
+6,101
| +51% | +$148K | 0.02% | 431 |
|
|
2025
Q1 | $303K | Sell |
11,940
-8,823
| -42% | -$224K | 0.01% | 551 |
|
|
2024
Q4 | $551K | Sell |
20,763
-13,981
| -40% | -$371K | 0.02% | 448 |
|
|
2024
Q3 | $1.01M | Sell |
34,744
-3,042
| -8% | -$88K | 0.04% | 308 |
|
|
2024
Q2 | $1.06M | Buy |
37,786
+9,147
| +32% | +$256K | 0.05% | 256 |
|
|
2024
Q1 | $795K | Buy |
28,639
+6,009
| +27% | +$167K | 0.03% | 338 |
|
|
2023
Q4 | $651K | Buy |
22,630
+20,658
| +1,048% | +$594K | 0.05% | 280 |
|
|
2023
Q3 | $65K | Buy |
1,972
+915
| +87% | +$30.2K | 0.01% | 373 |
|
|
2023
Q2 | $39K | Sell |
1,057
-134
| -11% | -$4.94K | ﹤0.01% | 339 |
|
|
2023
Q1 | $49K | Buy |
+1,191
| New | +$49K | 0.01% | 289 |
|