HP
Holistic Planning’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
52,424
+1,180
| +2% | +$28.6K | 0.36% | 53 |
|
|
2025
Q1 | $1.3M | Sell |
51,244
-329
| -0.6% | -$8.34K | 0.44% | 44 |
|
|
2024
Q4 | $1.37M | Buy |
51,573
+5,209
| +11% | +$138K | 0.5% | 39 |
|
|
2024
Q3 | $1.34M | Buy |
46,364
+31,681
| +216% | +$917K | 0.57% | 37 |
|
|
2024
Q2 | $407K | Hold |
14,683
| – | – | 0.31% | 71 |
|
|
2024
Q1 | $407K | Sell |
14,683
-1,167
| -7% | -$32.4K | 0.31% | 71 |
|
|
2023
Q4 | $456K | Buy |
+15,850
| New | +$456K | 0.38% | 63 |
|