Spurstone Advisory Services’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$194K Hold
8,003
2.94% 11
2025
Q1
$203K Sell
8,003
-1,300
-14% -$32.9K 3.95% 9
2024
Q4
$247K Buy
+9,303
New +$247K 4.7% 7