Holistic Planning’s Pfizer PFE Stock Holding History

Holistic Planning’s Portfolio PFE Stock Details PFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.27M	Buy
2025 Q1	$1.3M	Sell
2024 Q4	$1.37M	Buy
2024 Q3	$1.34M	Buy
2024 Q2	$407K	Hold
2024 Q1	$407K	Sell
2023 Q4	$456K	Buy