Paragon Private Wealth Management’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$220K Buy
2023
Q1
Sell
2022
Q4
$262K Hold
2022
Q3
$233K Sell
2022
Q2
$301K Hold
2022
Q1
$306K Sell
2021
Q4
$339K Buy