Sendero Wealth Management’s Pfizer PFE Stock Holding History

Sendero Wealth Management’s Portfolio PFE Stock Details PFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$311K	Buy
2025 Q2	$232K	Buy
2025 Q1	$242K	Buy
2024 Q4	$243K	Hold
2024 Q3	$265K	Hold
2024 Q2	$256K	Sell
2024 Q1	$302K	Buy
2023 Q4	$264K	Hold
2023 Q3	$304K	Hold
2023 Q2	$336K	Buy