Mowery & Schoenfeld Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-839
| Closed | -$21.3K | – | 447 |
|
|
2025
Q1 | $21.3K | Sell |
839
-575
| -41% | -$14.6K | 0.04% | 201 |
|
|
2024
Q4 | $37.5K | Buy |
1,414
+575
| +69% | +$15.3K | 0.07% | 125 |
|
|
2024
Q3 | $24.3K | Sell |
839
-410
| -33% | -$11.9K | 0.04% | 142 |
|
|
2024
Q2 | $34.9K | Hold |
1,249
| – | – | 0.05% | 120 |
|
|
2024
Q1 | $34.7K | Buy |
1,249
+410
| +49% | +$11.4K | 0.07% | 90 |
|
|
2023
Q4 | $24.2K | Buy |
+839
| New | +$24.2K | 0.05% | 94 |
|