MBL 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 | $382K | Buy |
15,764
+3,094
| +24% | +$75K | 0.04% | 165 |
|
|
2025
Q1 | $321K | Buy |
+12,670
| New | +$321K | 0.03% | 169 |
|
|
2024
Q4 | – | Sell |
-7,766
| Closed | -$225K | – | 226 |
|
|
2024
Q3 | $225K | Buy |
7,766
+402
| +5% | +$11.6K | 0.02% | 190 |
|
|
2024
Q2 | $206K | Buy |
+7,364
| New | +$206K | 0.02% | 193 |
|
|
2023
Q4 | – | Sell |
-6,267
| Closed | -$208K | – | 192 |
|
|
2023
Q3 | $208K | Buy |
6,267
+29
| +0.5% | +$962 | 0.03% | 161 |
|
|
2023
Q2 | $229K | Sell |
6,238
-5,398
| -46% | -$198K | 0.03% | 156 |
|
|
2023
Q1 | $475K | Sell |
11,636
-701
| -6% | -$28.6K | 0.07% | 102 |
|
|
2022
Q4 | $632K | Sell |
12,337
-35
| -0.3% | -$1.79K | 0.12% | 86 |
|
|
2022
Q3 | $541K | Buy |
12,372
+520
| +4% | +$22.7K | 0.12% | 91 |
|
|
2022
Q2 | $622K | Buy |
11,852
+949
| +9% | +$49.8K | 0.16% | 79 |
|
|
2022
Q1 | $564K | Buy |
+10,903
| New | +$564K | 0.14% | 89 |
|
|
2021
Q3 | $451K | Buy |
+10,479
| New | +$451K | 0.16% | 63 |
|
|
2021
Q1 | $379K | Buy |
10,467
+1,162
| +12% | +$42.1K | 0.13% | 103 |
|
|
2020
Q4 | $343K | Buy |
+9,305
| New | +$343K | 0.14% | 94 |
|