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Total Wealth Planning & Management’s Pfizer PFE Stock Holding History

Total Wealth Planning & Management’s Portfolio PFE Stock Details PFE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$922K Buy
38,048
+10,189
+37% +$247K 0.75% 32
2025
Q1 		$706K Buy
27,859
+2,716
+11% +$68.8K 0.67% 39
2024
Q4 		$667K Buy
+25,143
New +$667K 0.61% 41