Private 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 | $77.2K | Sell |
3,185
-72
| -2% | -$1.75K | 0.03% | 132 |
|
2025
Q1 | $82.5K | Buy |
3,257
+378
| +13% | +$9.58K | 0.03% | 125 |
|
2024
Q4 | $76.4K | Sell |
2,879
-558
| -16% | -$14.8K | 0.03% | 137 |
|
2024
Q3 | $99.5K | Buy |
3,437
+92
| +3% | +$2.66K | 0.04% | 105 |
|
2024
Q2 | $93.6K | Sell |
3,345
-318
| -9% | -$8.9K | 0.04% | 109 |
|
2024
Q1 | $102K | Buy |
3,663
+274
| +8% | +$7.6K | 0.05% | 98 |
|
2023
Q4 | $97.6K | Buy |
+3,389
| New | +$97.6K | 0.05% | 101 |
|