Glass 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
$2.07M Sell
85,347
-1,919
-2% -$46.5K 1.1% 33
2025
Q1
$2.21M Sell
87,266
-17,129
-16% -$434K 1.33% 27
2024
Q4
$2.77M Buy
104,395
+709
+0.7% +$18.8K 1.51% 23
2024
Q3
$3M Buy
103,686
+3,116
+3% +$90.2K 1.66% 21
2024
Q2
$2.81M Buy
100,570
+1,474
+1% +$41.2K 1.65% 26
2024
Q1
$2.75M Buy
+99,096
New +$2.75M 1.68% 25