Provenance Wealth 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 | $411K | Sell |
16,945
-6,095
| -26% | -$148K | 0.06% | 76 |
|
|
2025
Q1 | $584K | Sell |
23,040
-4,088
| -15% | -$104K | 0.08% | 59 |
|
|
2024
Q4 | $720K | Sell |
27,128
-30,644
| -53% | -$813K | 0.09% | 62 |
|
|
2024
Q3 | $1.67M | Buy |
57,772
+704
| +1% | +$20.4K | 0.21% | 40 |
|
|
2024
Q2 | $1.6M | Sell |
57,068
-300
| -0.5% | -$8.39K | 0.22% | 35 |
|
|
2024
Q1 | $1.59M | Buy |
57,368
+16,414
| +40% | +$455K | 0.22% | 36 |
|
|
2023
Q4 | $1.18M | Buy |
40,954
+40,105
| +4,724% | +$1.15M | 0.16% | 49 |
|
|
2023
Q3 | $28.2K | Buy |
+849
| New | +$28.2K | ﹤0.01% | 206 |
|