One Charles Private Wealth Services’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
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|
2025
Q1 | $201K | Buy |
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|
2024
Q4 | $210K | Sell |
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|
2024
Q3 | $244K | Sell |
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|
2024
Q2 | $238K | Sell |
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|
2024
Q1 | $260K | Buy |
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|
2023
Q4 | $263K | Sell |
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|
2023
Q3 | $316K | Sell |
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|
2023
Q2 | $380K | Hold |
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|
2023
Q1 | $423K | Buy |
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|
2022
Q4 | $531K | Sell |
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|
2022
Q3 | $454K | Sell |
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|
2022
Q2 | $538K | Buy |
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|
2022
Q1 | $538K | Buy |
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|
2021
Q4 | $423K | Buy |
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|
2021
Q3 | $308K | Hold |
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|
2021
Q2 | $280K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $251K | Buy |
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