Maia Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $242K | Buy |
9,974
+760
| +8% | +$18.4K | 0.05% | 285 |
|
2025
Q1 | $204K | Buy |
9,214
+1,528
| +20% | +$33.8K | 0.05% | 283 |
|
2024
Q4 | $206K | Sell |
7,686
-4,851
| -39% | -$130K | 0.04% | 287 |
|
2024
Q3 | $359K | Sell |
12,537
-257
| -2% | -$7.36K | 0.09% | 177 |
|
2024
Q2 | $372K | Buy |
+12,794
| New | +$372K | 0.11% | 142 |
|
2023
Q4 | $249K | Buy |
+8,654
| New | +$249K | 0.1% | 160 |
|