Redwood 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 | $567K | Sell |
23,408
-1,465
| -6% | -$35.5K | 0.25% | 88 |
|
2025
Q1 | $630K | Sell |
24,873
-279
| -1% | -$7.07K | 0.32% | 70 |
|
2024
Q4 | $667K | Buy |
25,152
+79
| +0.3% | +$2.1K | 0.33% | 67 |
|
2024
Q3 | $726K | Buy |
25,073
+208
| +0.8% | +$6.02K | 0.36% | 62 |
|
2024
Q2 | $696K | Buy |
24,865
+1,405
| +6% | +$39.3K | 0.52% | 39 |
|
2024
Q1 | $651K | Buy |
23,460
+2,217
| +10% | +$61.5K | 0.69% | 38 |
|
2023
Q4 | $612K | Buy |
21,243
+970
| +5% | +$27.9K | 0.68% | 40 |
|
2023
Q3 | $672K | Buy |
20,273
+11
| +0.1% | +$365 | 0.79% | 33 |
|
2023
Q2 | $743K | Buy |
20,262
+1,313
| +7% | +$48.2K | 0.82% | 29 |
|
2023
Q1 | $773K | Buy |
18,949
+1,236
| +7% | +$50.4K | 0.88% | 29 |
|
2022
Q4 | $908K | Buy |
+17,713
| New | +$908K | 1.13% | 20 |
|