Novak & Powell Financial 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
$313K Sell
12,896
-155
-1% -$3.76K 0.22% 101
2025
Q1
$331K Buy
13,051
+134
+1% +$3.4K 0.21% 101
2024
Q4
$343K Buy
12,917
+52
+0.4% +$1.38K 0.2% 98
2024
Q3
$372K Buy
12,865
+47
+0.4% +$1.36K 0.22% 95
2024
Q2
$359K Buy
12,818
+24
+0.2% +$672 0.22% 94
2024
Q1
$355K Sell
12,794
-152
-1% -$4.22K 0.27% 88
2023
Q4
$373K Buy
+12,946
New +$373K 0.25% 87