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