Panoramic Investment Advisors’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-17,089
Closed -$495K 123
2024
Q3
$495K Buy
+17,089
New +$495K 0.34% 67
2024
Q1
$329K Buy
+11,862
New +$329K 0.24% 79