Silvia McColl 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
Q1 | – | Sell |
-7,982
| Closed | -$212K | – | 111 |
|
|
2024
Q4 | $212K | Sell |
7,982
-788
| -9% | -$20.9K | 0.16% | 101 |
|
|
2024
Q3 | $254K | Sell |
8,770
-1,000
| -10% | -$28.9K | 0.19% | 91 |
|
|
2024
Q2 | $273K | Hold |
9,770
| – | – | 0.23% | 86 |
|
|
2024
Q1 | $257K | Sell |
9,770
-367
| -4% | -$9.66K | 0.22% | 87 |
|
|
2023
Q4 | $292K | Sell |
10,137
-369
| -4% | -$10.6K | 0.26% | 79 |
|
|
2023
Q3 | $348K | Sell |
10,506
-1
| -0% | -$33 | 0.35% | 65 |
|
|
2023
Q2 | $385K | Hold |
10,507
| – | – | 0.36% | 66 |
|
|
2023
Q1 | $429K | Buy |
10,507
+209
| +2% | +$8.53K | 0.43% | 59 |
|
|
2022
Q4 | $528K | Buy |
+10,298
| New | +$528K | 0.52% | 48 |
|