Strategic Planning Group’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-51,903
Closed -$1.44M 98
2024
Q1
$1.44M Sell
51,903
-18,183
-26% -$505K 0.36% 74
2023
Q4
$2.02M Buy
+70,086
New +$2.02M 0.67% 58