Phoenix Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $238K | Sell |
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|
2024
Q3 | $291K | Hold |
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|
2024
Q2 | $282K | Hold |
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|
2024
Q1 | $279K | Hold |
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|
2023
Q4 | $299K | Hold |
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|
2023
Q3 | $334K | Hold |
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|
2023
Q2 | $369K | Hold |
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|
2023
Q1 | $411K | Hold |
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|
2022
Q4 | $516K | Hold |
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|
2022
Q3 | $440K | Sell |
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|
2022
Q2 | $534K | Sell |
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|
2022
Q1 | $542K | Hold |
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|
2021
Q4 | $605K | Hold |
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|
2021
Q3 | $441K | Sell |
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|
2021
Q2 | $407K | Hold |
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|
2021
Q1 | $376K | Buy |
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|
2020
Q4 | $374K | Buy |
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