Summit Wealth Group’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$202K Sell
2025
Q2
$220K Buy
2024
Q4
Sell
2024
Q3
$242K Hold
2024
Q2
$234K Buy
2023
Q3
Sell
2023
Q2
$428K Sell
2023
Q1
$12K Buy
2021
Q4
Sell
2021
Q3
$316K Buy