Provence 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
2023
Q4
$261K Buy
9,056
+397
+5% +$11.4K 0.14% 138
2023
Q3
$287K Buy
8,659
+1,143
+15% +$37.9K 0.18% 110
2023
Q2
$276K Sell
7,516
-358
-5% -$13.1K 0.16% 120
2023
Q1
$321K Buy
7,874
+1,343
+21% +$54.8K 0.21% 96
2022
Q4
$335K Buy
+6,531
New +$335K 0.27% 77