Trueblood Wealth Management’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,159
Closed -$265K 236
2024
Q3
$265K Sell
9,159
-709
-7% -$20.5K 0.13% 189
2024
Q2
$276K Sell
9,868
-4,352
-31% -$122K 0.16% 173
2024
Q1
$395K Sell
14,220
-1,165
-8% -$32.3K 0.23% 128
2023
Q4
$443K Buy
+15,385
New +$443K 0.28% 110