Perfromance Wealth Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
9,568
-222
| -2% | -$5.38K | 0.01% | 169 |
|
|
2025
Q1 | $248K | Buy |
9,790
+1,534
| +19% | +$38.9K | 0.01% | 149 |
|
|
2024
Q4 | $219K | Sell |
8,256
-693
| -8% | -$18.4K | 0.01% | 171 |
|
|
2024
Q3 | $259K | Sell |
8,949
-2,224
| -20% | -$64.4K | 0.01% | 161 |
|
|
2024
Q2 | $313K | Buy |
11,173
+1,373
| +14% | +$38.4K | 0.01% | 118 |
|
|
2024
Q1 | $272K | Sell |
9,800
-1,106
| -10% | -$30.7K | 0.01% | 131 |
|
|
2023
Q4 | $314K | Sell |
10,906
-1,408
| -11% | -$40.5K | 0.01% | 129 |
|
|
2023
Q3 | $408K | Sell |
12,314
-1,500
| -11% | -$49.8K | 0.02% | 118 |
|
|
2023
Q2 | $504K | Buy |
13,814
+3,722
| +37% | +$136K | 0.02% | 116 |
|
|
2023
Q1 | $412K | Sell |
10,092
-1,552
| -13% | -$63.3K | 0.02% | 124 |
|
|
2022
Q4 | $597K | Sell |
11,644
-897
| -7% | -$46K | 0.04% | 92 |
|
|
2022
Q3 | $549K | Sell |
12,541
-47
| -0.4% | -$2.06K | 0.03% | 94 |
|
|
2022
Q2 | $660K | Sell |
12,588
-634
| -5% | -$33.2K | 0.04% | 86 |
|
|
2022
Q1 | $684K | Buy |
13,222
+1,236
| +10% | +$63.9K | 0.03% | 97 |
|
|
2021
Q4 | $708K | Buy |
+11,986
| New | +$708K | 0.03% | 100 |
|