Oxford Wealth Group’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$986K Sell
37,148
-685
-2% -$18.2K 0.64% 36
2024
Q3
$1.09M Sell
37,833
-14,931
-28% -$432K 0.89% 33
2024
Q2
$1.48M Sell
52,764
-5,764
-10% -$161K 1.01% 31
2024
Q1
$1.62M Buy
+58,528
New +$1.62M 1.48% 15