Trifecta Capital Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.6K | Buy |
3,697
+38
| +1% | +$921 | 0.01% | 148 |
|
|
2025
Q1 | $92.7K | Buy |
3,659
+956
| +35% | +$24.2K | 0.02% | 107 |
|
|
2024
Q4 | $71.7K | Sell |
2,703
-1,500
| -36% | -$39.8K | 0.01% | 120 |
|
|
2024
Q3 | $122K | Hold |
4,203
| – | – | 0.03% | 100 |
|
|
2024
Q2 | $118K | Sell |
4,203
-2,504
| -37% | -$70.1K | 0.03% | 101 |
|
|
2024
Q1 | $186K | Sell |
6,707
-1,500
| -18% | -$41.6K | 0.05% | 82 |
|
|
2023
Q4 | $236K | Sell |
8,207
-990
| -11% | -$28.5K | 0.07% | 78 |
|
|
2023
Q3 | $305K | Buy |
9,197
+325
| +4% | +$10.8K | 0.1% | 71 |
|
|
2023
Q2 | $325K | Buy |
8,872
+400
| +5% | +$14.7K | 0.1% | 72 |
|
|
2023
Q1 | $346K | Buy |
8,472
+665
| +9% | +$27.1K | 0.12% | 74 |
|
|
2022
Q4 | $400K | Buy |
+7,807
| New | +$400K | 0.16% | 72 |
|