Kestra Private Wealth Services’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.19M | Buy |
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|
2025
Q2 | $7.36M | Buy |
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|
2025
Q1 | $7.6M | Buy |
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|
2024
Q4 | $7.86M | Buy |
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|
2024
Q3 | $8.34M | Sell |
|
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|
2024
Q2 | $8.99M | Buy |
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|
2024
Q1 | $8.68M | Buy |
|
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|
2023
Q4 | $8.35M | Buy |
|
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|
2023
Q3 | $9.35M | Buy |
|
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|
2023
Q2 | $9.52M | Buy |
|
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|
2023
Q1 | $8.96M | Buy |
|
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|
2022
Q4 | $10.7M | Buy |
|
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|
2022
Q3 | $8.11M | Sell |
|
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|
2022
Q2 | $9.79M | Sell |
|
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|
2022
Q1 | $9.94M | Sell |
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|
2021
Q4 | $11.8M | Buy |
|
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|
2021
Q3 | $7.88M | Buy |
|
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|
2021
Q2 | $7.12M | Sell |
|
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|
2021
Q1 | $6.67M | Buy |
|
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|
2020
Q4 | $6.39M | Buy |
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|
2020
Q3 | $6M | Buy |
|