Holos Integrated Wealth’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.5K Sell
672
-311
-32% -$7.64K 0.01% 165
2025
Q1
$24.9K Sell
983
-436
-31% -$11K 0.02% 146
2024
Q4
$37.6K Buy
+1,419
New +$37.6K 0.03% 120