Naviter 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 | $1.31M | Buy |
53,958
+685
| +1% | +$16.6K | 0.16% | 144 |
|
|
2025
Q1 | $1.34M | Sell |
53,273
-6,760
| -11% | -$170K | 0.16% | 152 |
|
|
2024
Q4 | $1.59M | Buy |
60,033
+9,408
| +19% | +$250K | 0.19% | 135 |
|
|
2024
Q3 | $1.47M | Sell |
50,625
-2,350
| -4% | -$68K | 0.2% | 136 |
|
|
2024
Q2 | $1.48M | Buy |
52,975
+13,988
| +36% | +$391K | 0.22% | 128 |
|
|
2024
Q1 | $1.08M | Buy |
38,987
+17,430
| +81% | +$484K | 0.18% | 150 |
|
|
2023
Q4 | $621K | Sell |
21,557
-3,036
| -12% | -$87.4K | 0.12% | 167 |
|
|
2023
Q3 | $816K | Sell |
24,593
-898
| -4% | -$29.8K | 0.2% | 126 |
|
|
2023
Q2 | $935K | Buy |
25,491
+3,153
| +14% | +$116K | 0.24% | 110 |
|
|
2023
Q1 | $911K | Buy |
22,338
+5,612
| +34% | +$229K | 0.32% | 92 |
|
|
2022
Q4 | $748K | Sell |
16,726
-451
| -3% | -$20.2K | 0.21% | 113 |
|
|
2022
Q3 | $752K | Buy |
17,177
+3,245
| +23% | +$142K | 0.31% | 76 |
|
|
2022
Q2 | $730K | Buy |
+13,932
| New | +$730K | 0.3% | 80 |
|