N.E.W. Advisory 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 | $110K | Sell |
4,532
-255
| -5% | -$6.18K | 0.01% | 235 |
|
|
2025
Q1 | $121K | Buy |
+4,787
| New | +$121K | 0.01% | 254 |
|
|
2023
Q1 | – | Sell |
-4,599
| Closed | -$236K | – | 132 |
|
|
2022
Q4 | $236K | Buy |
+4,599
| New | +$236K | 0.04% | 118 |
|
|
2022
Q3 | – | Sell |
-4,683
| Closed | -$246K | – | 134 |
|
|
2022
Q2 | $246K | Sell |
4,683
-908
| -16% | -$47.7K | 0.04% | 115 |
|
|
2022
Q1 | $203K | Sell |
5,591
-169
| -3% | -$6.14K | 0.04% | 123 |
|
|
2021
Q4 | $340K | Buy |
5,760
+4
| +0.1% | +$236 | 0.05% | 105 |
|
|
2021
Q3 | $248K | Buy |
5,756
+105
| +2% | +$4.52K | 0.04% | 118 |
|
|
2021
Q2 | $220K | Buy |
5,651
+168
| +3% | +$6.54K | 0.04% | 125 |
|
|
2021
Q1 | $200K | Sell |
5,483
-217
| -4% | -$7.92K | 0.04% | 126 |
|
|
2020
Q4 | $211K | Buy |
+5,700
| New | +$211K | 0.04% | 127 |
|