TritonPoint Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $753K | Buy |
31,074
+1,540
| +5% | +$37.3K | 0.07% | 179 |
|
2025
Q1 | $748K | Buy |
29,534
+3,684
| +14% | +$93.4K | 0.07% | 177 |
|
2024
Q4 | $686K | Sell |
25,850
-1,994
| -7% | -$52.9K | 0.06% | 179 |
|
2024
Q3 | $810K | Sell |
27,844
-1,905
| -6% | -$55.4K | 0.07% | 169 |
|
2024
Q2 | $832K | Sell |
29,749
-21,602
| -42% | -$604K | 0.08% | 157 |
|
2024
Q1 | $2.21M | Sell |
51,351
-38,291
| -43% | -$1.65M | 0.23% | 98 |
|
2023
Q4 | $2.58M | Buy |
+89,642
| New | +$2.58M | 0.25% | 94 |
|