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Syntegra Private Wealth Group’s Pfizer PFE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,538
Closed -$216K 182
2025
Q1
$216K Sell
8,538
-1,645
-16% -$41.7K 0.03% 154
2024
Q4
$270K Sell
10,183
-676
-6% -$17.9K 0.03% 130
2024
Q3
$314K Buy
10,859
+19
+0.2% +$550 0.04% 121
2024
Q2
$303K Buy
10,840
+307
+3% +$8.59K 0.04% 114
2024
Q1
$292K Sell
10,533
-246
-2% -$6.83K 0.04% 115
2023
Q4
$310K Sell
10,779
-710
-6% -$20.4K 0.04% 100
2023
Q3
$381K Buy
11,489
+83
+0.7% +$2.75K 0.06% 80
2023
Q2
$418K Buy
11,406
+1,189
+12% +$43.6K 0.06% 80
2023
Q1
$417K Sell
10,217
-320
-3% -$13.1K 0.07% 76
2022
Q4
$540K Buy
+10,537
New +$540K 0.11% 53