Triad Wealth Partners’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Buy
+8,764
New +$212K 0.04% 273
2024
Q3
Sell
-5,438
Closed -$152K 660
2024
Q2
$152K Buy
+5,438
New +$152K 0.08% 113