Rise 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 | $24.2K | Buy |
1,000
+70
| +8% | +$1.7K | 0.01% | 423 |
|
|
2025
Q1 | $23.6K | Buy |
930
+52
| +6% | +$1.32K | 0.01% | 422 |
|
|
2024
Q4 | $23.3K | Sell |
878
-542
| -38% | -$14.4K | 0.01% | 555 |
|
|
2024
Q3 | $41.1K | Buy |
1,420
+14
| +1% | +$405 | 0.02% | 285 |
|
|
2024
Q2 | $39.3K | Sell |
1,406
-7,647
| -84% | -$214K | 0.02% | 282 |
|
|
2024
Q1 | $251K | Buy |
9,053
+989
| +12% | +$27.4K | 0.13% | 78 |
|
|
2023
Q4 | $232K | Sell |
8,064
-1,030
| -11% | -$29.7K | 0.16% | 64 |
|
|
2023
Q3 | $302K | Buy |
9,094
+390
| +4% | +$12.9K | 0.24% | 37 |
|
|
2023
Q2 | $319K | Sell |
8,704
-558
| -6% | -$20.5K | 0.25% | 44 |
|
|
2023
Q1 | $378K | Buy |
9,262
+706
| +8% | +$28.8K | 0.29% | 39 |
|
|
2022
Q4 | $438K | Buy |
8,556
+415
| +5% | +$21.3K | 0.35% | 34 |
|
|
2022
Q3 | $356K | Buy |
8,141
+231
| +3% | +$10.1K | 0.3% | 40 |
|
|
2022
Q2 | $415K | Buy |
7,910
+829
| +12% | +$43.5K | 0.42% | 34 |
|
|
2022
Q1 | $367K | Buy |
7,081
+1,183
| +20% | +$61.3K | 0.33% | 44 |
|
|
2021
Q4 | $348K | Buy |
+5,898
| New | +$348K | 0.33% | 44 |
|