Level Wealth 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
$264K Sell
10,900
-426
-4% -$10.3K 0.15% 55
2025
Q1
$287K Sell
11,326
-850
-7% -$21.5K 0.19% 41
2024
Q4
$323K Buy
+12,176
New +$323K 0.23% 40