IAG Wealth Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46K | Sell |
1,897
-7,092
| -79% | -$172K | 0.01% | 204 |
|
|
2025
Q1 | $228K | Buy |
8,989
+7,695
| +595% | +$195K | 0.04% | 103 |
|
|
2024
Q4 | $34.3K | Buy |
1,294
+9
| +0.7% | +$239 | 0.01% | 222 |
|
|
2024
Q3 | $37.2K | Sell |
1,285
-142
| -10% | -$4.11K | 0.01% | 217 |
|
|
2024
Q2 | $39.9K | Buy |
1,427
+8
| +0.6% | +$224 | 0.01% | 198 |
|
|
2024
Q1 | $39.4K | Buy |
1,419
+8
| +0.6% | +$222 | 0.01% | 184 |
|
|
2023
Q4 | $40.6K | Sell |
1,411
-23
| -2% | -$662 | 0.01% | 173 |
|
|
2023
Q3 | $47.6K | Buy |
1,434
+34
| +2% | +$1.13K | 0.01% | 154 |
|
|
2023
Q2 | $51.4K | Sell |
1,400
-500
| -26% | -$18.3K | 0.01% | 159 |
|
|
2023
Q1 | $77.5K | Buy |
1,900
+500
| +36% | +$20.4K | 0.02% | 114 |
|
|
2022
Q4 | $71.7K | Hold |
1,400
| – | – | 0.02% | 114 |
|
|
2022
Q3 | $61K | Buy |
1,400
+200
| +17% | +$8.71K | 0.02% | 109 |
|
|
2022
Q2 | $63K | Sell |
1,200
-76
| -6% | -$3.99K | 0.02% | 110 |
|
|
2022
Q1 | $66K | Sell |
1,276
-31
| -2% | -$1.6K | 0.02% | 116 |
|
|
2021
Q4 | $77K | Buy |
1,307
+1,200
| +1,121% | +$70.7K | 0.02% | 105 |
|
|
2021
Q3 | $5K | Buy |
107
+75
| +234% | +$3.51K | ﹤0.01% | 334 |
|
|
2021
Q2 | $2K | Sell |
32
-630
| -95% | -$39.4K | ﹤0.01% | 349 |
|
|
2021
Q1 | $24K | Buy |
662
+332
| +101% | +$12K | 0.01% | 169 |
|
|
2020
Q4 | $13K | Buy |
+330
| New | +$13K | 0.01% | 218 |
|
|
2020
Q3 | – | Sell |
-22
| Closed | -$1K | – | 417 |
|
|
2020
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 402 |
|
|
2020
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 398 |
|
|
2019
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 420 |
|