Morton Brown Family 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 | $32.7K | Sell |
1,348
-93
| -6% | -$2.25K | 0.01% | 127 |
|
|
2025
Q1 | $36.5K | Buy |
1,441
+136
| +10% | +$3.45K | 0.01% | 120 |
|
|
2024
Q4 | $34.6K | Buy |
1,305
+6
| +0.5% | +$159 | 0.01% | 122 |
|
|
2024
Q3 | $37.6K | Buy |
1,299
+5
| +0.4% | +$145 | 0.01% | 109 |
|
|
2024
Q2 | $38.4K | Sell |
1,294
-1,561
| -55% | -$46.4K | 0.02% | 102 |
|
|
2024
Q1 | $79.2K | Sell |
2,855
-29
| -1% | -$805 | 0.03% | 75 |
|
|
2023
Q4 | $83K | Buy |
2,884
+39
| +1% | +$1.12K | 0.04% | 77 |
|
|
2023
Q3 | $94.4K | Buy |
2,845
+4
| +0.1% | +$133 | 0.05% | 60 |
|
|
2023
Q2 | $104K | Buy |
2,841
+4
| +0.1% | +$147 | 0.06% | 59 |
|
|
2023
Q1 | $116K | Buy |
2,837
+3
| +0.1% | +$122 | 0.07% | 57 |
|
|
2022
Q4 | $145K | Sell |
2,834
-326
| -10% | -$16.7K | 0.1% | 52 |
|
|
2022
Q3 | $138K | Buy |
3,160
+57
| +2% | +$2.49K | 0.11% | 44 |
|
|
2022
Q2 | $163K | Buy |
3,103
+134
| +5% | +$7.04K | 0.13% | 39 |
|
|
2022
Q1 | $154K | Buy |
2,969
+4
| +0.1% | +$207 | 0.12% | 45 |
|
|
2021
Q4 | $175K | Buy |
+2,965
| New | +$175K | 0.13% | 43 |
|