Kingswood Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
55,136
+1,573
| +3% | +$38.1K | 0.11% | 208 |
|
|
2025
Q1 | $1.35M | Sell |
53,563
-10,207
| -16% | -$257K | 0.12% | 197 |
|
|
2024
Q4 | $1.69M | Sell |
63,770
-46,198
| -42% | -$1.23M | 0.13% | 170 |
|
|
2024
Q3 | $3.18M | Buy |
109,968
+4,674
| +4% | +$135K | 0.23% | 107 |
|
|
2024
Q2 | $2.95M | Buy |
105,294
+58,825
| +127% | +$1.65M | 0.27% | 81 |
|
|
2024
Q1 | $1.29M | Sell |
46,469
-1,472
| -3% | -$40.8K | 0.15% | 160 |
|
|
2023
Q4 | $1.38M | Buy |
47,941
+35,729
| +293% | +$1.03M | 0.16% | 149 |
|
|
2023
Q3 | $2.7M | Sell |
12,212
-1,983
| -14% | -$438K | 0.46% | 53 |
|
|
2023
Q2 | $521K | Buy |
+14,195
| New | +$521K | 0.17% | 132 |
|