Phillips Wealth Planners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
8,577
-4,402
| -34% | -$113K | 0.2% | 174 |
|
|
2025
Q1 | $284K | Buy |
+12,979
| New | +$284K | 0.3% | 118 |
|
|
2024
Q4 | – | Sell |
-12,692
| Closed | -$377K | – | 191 |
|
|
2024
Q3 | $377K | Sell |
12,692
-400
| -3% | -$11.9K | 0.36% | 99 |
|
|
2024
Q2 | $371K | Buy |
13,092
+76
| +0.6% | +$2.16K | 0.39% | 87 |
|
|
2024
Q1 | $334K | Buy |
13,016
+4,303
| +49% | +$111K | 0.38% | 96 |
|
|
2023
Q4 | $245K | Sell |
8,713
-2,455
| -22% | -$69K | 0.29% | 129 |
|
|
2023
Q3 | $348K | Sell |
11,168
-58
| -0.5% | -$1.81K | 0.47% | 79 |
|
|
2023
Q2 | $412K | Buy |
11,226
+367
| +3% | +$13.5K | 0.54% | 66 |
|
|
2023
Q1 | $426K | Sell |
10,859
-1,284
| -11% | -$50.3K | 0.56% | 61 |
|
|
2022
Q4 | $534K | Buy |
+12,143
| New | +$534K | 0.93% | 38 |
|