LifePlan Financial’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 |
-13,229
| Closed | -$335K | – | 93 |
|
|
2025
Q1 | $335K | Sell |
13,229
-543
| -4% | -$13.8K | 0.29% | 78 |
|
|
2024
Q4 | $365K | Sell |
13,772
-933
| -6% | -$24.8K | 0.32% | 73 |
|
|
2024
Q3 | $426K | Sell |
14,705
-282
| -2% | -$8.16K | 0.37% | 71 |
|
|
2024
Q2 | $419K | Buy |
14,987
+6,315
| +73% | +$177K | 0.39% | 64 |
|
|
2024
Q1 | $241K | Sell |
8,672
-192
| -2% | -$5.33K | 0.22% | 86 |
|
|
2023
Q4 | $255K | Buy |
+8,864
| New | +$255K | 0.26% | 80 |
|