True Wealth Design’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.8K | Sell |
322
-468
| -59% | -$11.3K | ﹤0.01% | 664 |
|
|
2025
Q1 | $20K | Buy |
790
+199
| +34% | +$5.04K | 0.01% | 344 |
|
|
2024
Q4 | $15.7K | Buy |
+591
| New | +$15.7K | 0.01% | 351 |
|
|
2024
Q1 | – | Sell |
-201
| Closed | -$5.8K | – | 805 |
|
|
2023
Q4 | $5.8K | Buy |
201
+142
| +241% | +$4.1K | ﹤0.01% | 257 |
|
|
2023
Q3 | $1.97K | Sell |
59
-113
| -66% | -$3.78K | ﹤0.01% | 266 |
|
|
2023
Q2 | $6.3K | Sell |
172
-1,375
| -89% | -$50.3K | ﹤0.01% | 236 |
|
|
2023
Q1 | $63.1K | Sell |
1,547
-15,605
| -91% | -$637K | 0.03% | 149 |
|
|
2022
Q4 | $879K | Buy |
+17,152
| New | +$879K | 0.41% | 32 |
|