Marcum Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $877K | Buy |
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|
2024
Q4 | $745K | Sell |
|
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|
2024
Q3 | $1.03M | Sell |
|
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|
2024
Q2 | $1.05M | Buy |
|
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|
2024
Q1 | $1.03M | Buy |
|
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|
2023
Q4 | $960K | Sell |
|
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|
2023
Q3 | $1.29M | Buy |
|
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|
2023
Q2 | $1.26M | Sell |
|
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|
2023
Q1 | $1.42M | Sell |
|
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|
2022
Q4 | $1.8M | Buy |
|
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|
2022
Q3 | $1.51M | Buy |
|
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|
2022
Q2 | $1.76M | Buy |
|
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|
2022
Q1 | $1.68M | Buy |
|
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|
2021
Q4 | $1.87M | Sell |
|
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|
2021
Q3 | $1.7M | Sell |
|
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|
2021
Q2 | $1.73M | Buy |
|
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|
2021
Q1 | $1.59M | Buy |
|
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|
2020
Q4 | $953K | Buy |
|
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|
2020
Q3 | $635K | Buy |
|
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|
2020
Q2 | $533K | Buy |
|
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|
2020
Q1 | $524K | Sell |
|
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|
2019
Q4 | $664K | Buy |
|