Legacy Capital Wealth Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,278
| Closed | -$210K | – | 385 |
|
|
2025
Q1 | $210K | Buy |
+8,278
| New | +$210K | 0.05% | 335 |
|
|
2024
Q4 | – | Sell |
-8,045
| Closed | -$233K | – | 383 |
|
|
2024
Q3 | $233K | Buy |
+8,045
| New | +$233K | 0.05% | 316 |
|
|
2024
Q1 | – | Sell |
-9,769
| Closed | -$281K | – | 273 |
|
|
2023
Q4 | $281K | Buy |
9,769
+57
| +0.6% | +$1.64K | 0.08% | 225 |
|
|
2023
Q3 | $322K | Buy |
+9,712
| New | +$322K | 0.09% | 207 |
|
|
2023
Q2 | – | Sell |
-9,458
| Closed | -$386K | – | 175 |
|
|
2023
Q1 | $386K | Buy |
+9,458
| New | +$386K | 0.11% | 170 |
|