Philip James Wealth Mangement’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.66M Buy
398,719
+67,253
+20% +$1.63M 1.23% 17
2025
Q1
$8.4M Buy
331,466
+11,035
+3% +$280K 1.02% 19
2024
Q4
$8.5M Sell
320,431
-28,866
-8% -$766K 1.1% 16
2024
Q3
$10.1M Buy
+349,297
New +$10.1M 1.24% 17