Kestra Investment Management’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.61M Buy
145,079
+63,789
+78% +$1.59M 0.06% 114
2025
Q1
$2.06M Buy
81,290
+22,619
+39% +$573K 0.06% 95
2024
Q4
$1.56M Sell
58,671
-4,859
-8% -$129K 0.06% 101
2024
Q3
$1.84M Buy
+63,530
New +$1.84M 0.08% 81