GeoWealth Management’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$437K Buy
2025
Q1
$303K Sell
2024
Q4
$551K Sell
2024
Q3
$1.01M Sell
2024
Q2
$1.06M Buy
2024
Q1
$795K Buy
2023
Q4
$651K Buy
2023
Q3
$65K Buy
2023
Q2
$39K Sell
2023
Q1
$49K Buy