McCarter Private Wealth Services’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$364K Buy
15,029
+700
+5% +$17K 0.21% 85
2025
Q1
$363K Buy
14,329
+315
+2% +$7.98K 0.24% 71
2024
Q4
$372K Buy
14,014
+311
+2% +$8.25K 0.24% 72
2024
Q3
$397K Buy
+13,703
New +$397K 0.25% 68