Sax Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $512K | Buy |
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|
2025
Q2 | $469K | Buy |
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|
2025
Q1 | $286K | Buy |
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|
2024
Q4 | $292K | Buy |
|
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|
2024
Q3 | $271K | Sell |
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|
2024
Q2 | $300K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $237K | Buy |
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|
2023
Q3 | $231K | Buy |
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|
2023
Q2 | $217K | Hold |
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|
2023
Q1 | $242K | Sell |
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|
2022
Q4 | $312K | Sell |
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|
2022
Q3 | $292K | Buy |
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|
2022
Q2 | $348K | Buy |
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|
2022
Q1 | $326K | Sell |
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|
2021
Q4 | $530K | Buy |
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|
2021
Q3 | $301K | Sell |
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|
2021
Q2 | $298K | Buy |
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