Rockline Wealth Management’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-92,649
Closed -$2.57M 102
2024
Q1
$2.57M Buy
92,649
+2,423
+3% +$67.2K 0.9% 39
2023
Q4
$2.6M Buy
+90,226
New +$2.6M 1.08% 33