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