Prestige Wealth Management Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191K | Sell |
7,880
-492
| -6% | -$11.9K | 0.04% | 167 |
|
|
2025
Q1 | $212K | Sell |
8,372
-258
| -3% | -$6.54K | 0.05% | 151 |
|
|
2024
Q4 | $229K | Sell |
8,630
-29
| -0.3% | -$769 | 0.05% | 154 |
|
|
2024
Q3 | $251K | Sell |
8,659
-489
| -5% | -$14.2K | 0.05% | 144 |
|
|
2024
Q2 | $256K | Sell |
9,148
-2,190
| -19% | -$61.3K | 0.06% | 128 |
|
|
2024
Q1 | $315K | Sell |
11,338
-742
| -6% | -$20.6K | 0.07% | 123 |
|
|
2023
Q4 | $348K | Sell |
12,080
-295
| -2% | -$8.49K | 0.08% | 105 |
|
|
2023
Q3 | $410K | Buy |
12,375
+351
| +3% | +$11.6K | 0.1% | 92 |
|
|
2023
Q2 | $441K | Sell |
12,024
-16,794
| -58% | -$616K | 0.1% | 95 |
|
|
2023
Q1 | $1.18M | Buy |
28,818
+15,820
| +122% | +$645K | 0.3% | 46 |
|
|
2022
Q4 | $666K | Sell |
12,998
-13,996
| -52% | -$717K | 0.17% | 67 |
|
|
2022
Q3 | $1.18M | Buy |
26,994
+1,185
| +5% | +$51.8K | 0.33% | 45 |
|
|
2022
Q2 | $1.35M | Sell |
25,809
-1,935
| -7% | -$101K | 0.37% | 45 |
|
|
2022
Q1 | $1.44M | Buy |
27,744
+12,526
| +82% | +$649K | 0.35% | 45 |
|
|
2021
Q4 | $899K | Buy |
15,218
+2,771
| +22% | +$164K | 0.21% | 52 |
|
|
2021
Q3 | $535K | Buy |
12,447
+100
| +0.8% | +$4.3K | 0.14% | 66 |
|
|
2021
Q2 | $483K | Sell |
12,347
-150
| -1% | -$5.87K | 0.13% | 68 |
|
|
2021
Q1 | $453K | Sell |
12,497
-410
| -3% | -$14.9K | 0.12% | 67 |
|
|
2020
Q4 | $475K | Sell |
12,907
-1,453
| -10% | -$53.5K | 0.13% | 73 |
|
|
2020
Q3 | $500K | Buy |
14,360
+938
| +7% | +$32.7K | 0.15% | 69 |
|
|
2020
Q2 | $416K | Sell |
13,422
-405
| -3% | -$12.6K | 0.15% | 67 |
|
|
2020
Q1 | $429K | Sell |
13,827
-4,249
| -24% | -$132K | 0.18% | 56 |
|
|
2019
Q4 | $672K | Sell |
18,076
-302
| -2% | -$11.2K | 0.37% | 48 |
|
|
2019
Q3 | $627K | Sell |
18,378
-1
| -0% | -$34 | 0.37% | 46 |
|
|
2019
Q2 | $756K | Sell |
18,379
-4,891
| -21% | -$201K | 0.46% | 35 |
|
|
2019
Q1 | $937K | Sell |
23,270
-6,058
| -21% | -$244K | 0.58% | 32 |
|
|
2018
Q4 | $1.22M | Buy |
+29,328
| New | +$1.22M | 0.89% | 22 |
|