Journey Strategic 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 | $1.19M | Buy |
49,185
+20,630
| +72% | +$500K | 0.04% | 137 |
|
|
2025
Q1 | $724K | Buy |
28,555
+3,210
| +13% | +$81.3K | 0.03% | 172 |
|
|
2024
Q4 | $672K | Sell |
25,345
-10,947
| -30% | -$290K | 0.03% | 174 |
|
|
2024
Q3 | $1.05M | Buy |
36,292
+11,738
| +48% | +$340K | 0.04% | 122 |
|
|
2024
Q2 | $687K | Buy |
24,554
+3,102
| +14% | +$86.8K | 0.03% | 131 |
|
|
2024
Q1 | $595K | Buy |
21,452
+13,763
| +179% | +$382K | 0.03% | 117 |
|
|
2023
Q4 | $221K | Sell |
7,689
-8,685
| -53% | -$250K | 0.01% | 184 |
|
|
2023
Q3 | $543K | Sell |
16,374
-2,857
| -15% | -$94.8K | 0.03% | 78 |
|
|
2023
Q2 | $705K | Sell |
19,231
-8,167
| -30% | -$300K | 0.03% | 73 |
|
|
2023
Q1 | $1.12M | Buy |
27,398
+4,096
| +18% | +$167K | 0.12% | 54 |
|
|
2022
Q4 | $1.19M | Buy |
23,302
+1,589
| +7% | +$81.4K | 0.14% | 51 |
|
|
2022
Q3 | $951K | Buy |
21,713
+1,437
| +7% | +$62.9K | 0.13% | 45 |
|
|
2022
Q2 | $1.06M | Buy |
20,276
+565
| +3% | +$29.6K | 0.14% | 36 |
|
|
2022
Q1 | $1.02M | Buy |
19,711
+654
| +3% | +$33.8K | 0.11% | 28 |
|
|
2021
Q4 | $1.13M | Buy |
+19,057
| New | +$1.13M | 0.12% | 39 |
|