Prosperity Capital Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Sell |
11,815
-479
| -4% | -$11.6K | 0.03% | 233 |
|
|
2025
Q1 | $302K | Buy |
12,294
+533
| +5% | +$13.1K | 0.02% | 296 |
|
|
2024
Q4 | $312K | Sell |
11,761
-462
| -4% | -$12.3K | 0.03% | 275 |
|
|
2024
Q3 | $354K | Buy |
12,223
+2,479
| +25% | +$71.7K | 0.03% | 251 |
|
|
2024
Q2 | $273K | Sell |
9,744
-10,179
| -51% | -$285K | 0.03% | 251 |
|
|
2024
Q1 | $553K | Buy |
19,923
+9,835
| +97% | +$273K | 0.07% | 201 |
|
|
2023
Q4 | $290K | Sell |
10,088
-2,418
| -19% | -$69.6K | 0.03% | 201 |
|
|
2023
Q3 | $415K | Buy |
12,506
+3,015
| +32% | +$100K | 0.05% | 152 |
|
|
2023
Q2 | $348K | Sell |
9,491
-619
| -6% | -$22.7K | 0.05% | 175 |
|
|
2023
Q1 | $412K | Buy |
10,110
+127
| +1% | +$5.18K | 0.06% | 135 |
|
|
2022
Q4 | $512K | Buy |
+9,983
| New | +$512K | 0.16% | 96 |
|