Simplicity Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
59,988
-14,255
| -19% | -$346K | 0.06% | 255 |
|
|
2025
Q1 | $1.88M | Buy |
+74,243
| New | +$1.88M | 0.15% | 157 |
|
|
2024
Q4 | – | Sell |
-36,356
| Closed | -$1.05M | – | 465 |
|
|
2024
Q3 | $1.05M | Sell |
36,356
-101,417
| -74% | -$2.93M | 0.1% | 190 |
|
|
2024
Q2 | $3.85M | Sell |
137,773
-3,974
| -3% | -$111K | 0.09% | 229 |
|
|
2024
Q1 | $3.93M | Buy |
+141,747
| New | +$3.93M | 0.09% | 222 |
|