Ruedi Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,017
| Closed | -$25.8K | – | 250 |
|
2025
Q1 | $25.8K | Buy |
1,017
+2
| +0.2% | +$51 | 0.01% | 116 |
|
2024
Q4 | $26.9K | Buy |
1,015
+2
| +0.2% | +$53 | 0.01% | 114 |
|
2024
Q3 | $29.3K | Sell |
1,013
-180
| -15% | -$5.21K | 0.01% | 110 |
|
2024
Q2 | $33.4K | Buy |
1,193
+183
| +18% | +$5.12K | 0.01% | 105 |
|
2024
Q1 | $28K | Buy |
1,010
+287
| +40% | +$7.96K | 0.01% | 110 |
|
2023
Q4 | $20.8K | Hold |
723
| – | – | 0.01% | 111 |
|
2023
Q3 | $24K | Hold |
723
| – | – | 0.01% | 103 |
|
2023
Q2 | $26.5K | Sell |
723
-962
| -57% | -$35.3K | 0.02% | 102 |
|
2023
Q1 | $68.7K | Hold |
1,685
| – | – | 0.04% | 67 |
|
2022
Q4 | $86.3K | Buy |
+1,685
| New | +$86.3K | 0.06% | 55 |
|