Pacific Capital Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-201
| Closed | -$5.33K | – | 294 |
|
|
2024
Q4 | $5.33K | Sell |
201
-38
| -16% | -$1.01K | ﹤0.01% | 312 |
|
|
2024
Q3 | $6.92K | Sell |
239
-144
| -38% | -$4.17K | ﹤0.01% | 328 |
|
|
2024
Q2 | $10.7K | Buy |
383
+32
| +9% | +$895 | ﹤0.01% | 308 |
|
|
2024
Q1 | $9.74K | Buy |
351
+150
| +75% | +$4.16K | ﹤0.01% | 230 |
|
|
2023
Q4 | $5.79K | Buy |
+201
| New | +$5.79K | ﹤0.01% | 244 |
|