Keystone Wealth Services’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
9,592
-39
| -0.4% | -$945 | 0.06% | 252 |
|
|
2025
Q1 | $244K | Buy |
9,631
+5
| +0.1% | +$127 | 0.07% | 234 |
|
|
2024
Q4 | $255K | Sell |
9,626
-178
| -2% | -$4.72K | 0.07% | 221 |
|
|
2024
Q3 | $284K | Sell |
9,804
-163
| -2% | -$4.72K | 0.08% | 211 |
|
|
2024
Q2 | $279K | Buy |
9,967
+144
| +1% | +$4.03K | 0.09% | 187 |
|
|
2024
Q1 | $273K | Sell |
9,823
-4,262
| -30% | -$118K | 0.09% | 180 |
|
|
2023
Q4 | $406K | Sell |
14,085
-2,355
| -14% | -$67.8K | 0.14% | 139 |
|
|
2023
Q3 | $545K | Sell |
16,440
-1,208
| -7% | -$40.1K | 0.21% | 107 |
|
|
2023
Q2 | $647K | Sell |
17,648
-222
| -1% | -$8.14K | 0.24% | 91 |
|
|
2023
Q1 | $729K | Buy |
17,870
+19
| +0.1% | +$775 | 0.3% | 81 |
|
|
2022
Q4 | $915K | Buy |
17,851
+208
| +1% | +$10.7K | 0.4% | 56 |
|
|
2022
Q3 | $772K | Buy |
17,643
+512
| +3% | +$22.4K | 0.36% | 60 |
|
|
2022
Q2 | $898K | Sell |
17,131
-888
| -5% | -$46.5K | 0.4% | 55 |
|
|
2022
Q1 | $933K | Sell |
18,019
-492
| -3% | -$25.5K | 0.37% | 63 |
|
|
2021
Q4 | $1.09M | Buy |
+18,511
| New | +$1.09M | 0.44% | 57 |
|