Summit Wealth Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
+9,087
| New | +$220K | 0.06% | 106 |
|
|
2024
Q4 | – | Sell |
-8,368
| Closed | -$242K | – | 100 |
|
|
2024
Q3 | $242K | Hold |
8,368
| – | – | 0.07% | 87 |
|
|
2024
Q2 | $234K | Buy |
+8,368
| New | +$234K | 0.07% | 89 |
|
|
2023
Q3 | – | Sell |
-11,665
| Closed | -$428K | – | 61 |
|
|
2023
Q2 | $428K | Sell |
11,665
-464,267
| -98% | -$17M | 0.17% | 48 |
|
|
2023
Q1 | $12K | Buy |
+475,932
| New | +$12K | 0.29% | 36 |
|
|
2021
Q4 | – | Sell |
-7,349
| Closed | -$316K | – | 44 |
|
|
2021
Q3 | $316K | Buy |
+7,349
| New | +$316K | 0.5% | 29 |
|