TrueWealth 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 | $203K | Sell |
8,371
-3,348
| -29% | -$81.2K | 0.06% | 214 |
|
|
2025
Q1 | $297K | Sell |
11,719
-1,986
| -14% | -$50.3K | 0.1% | 162 |
|
|
2024
Q4 | $364K | Sell |
13,705
-4,994
| -27% | -$132K | 0.12% | 152 |
|
|
2024
Q3 | $541K | Buy |
18,699
+490
| +3% | +$14.2K | 0.18% | 100 |
|
|
2024
Q2 | $509K | Sell |
18,209
-2,467
| -12% | -$69K | 0.19% | 95 |
|
|
2024
Q1 | $574K | Buy |
20,676
+10,036
| +94% | +$278K | 0.22% | 82 |
|
|
2023
Q4 | $306K | Sell |
10,640
-3,009
| -22% | -$86.6K | 0.12% | 141 |
|
|
2023
Q3 | $453K | Sell |
13,649
-4
| -0% | -$133 | 0.19% | 90 |
|
|
2023
Q2 | $501K | Sell |
13,653
-166
| -1% | -$6.09K | 0.21% | 82 |
|
|
2023
Q1 | $564K | Sell |
13,819
-251
| -2% | -$10.2K | 0.24% | 76 |
|
|
2022
Q4 | $721K | Buy |
14,070
+217
| +2% | +$11.1K | 0.32% | 63 |
|
|
2022
Q3 | $606K | Buy |
13,853
+85
| +0.6% | +$3.72K | 0.29% | 70 |
|
|
2022
Q2 | $722K | Buy |
13,768
+1,546
| +13% | +$81.1K | 0.34% | 68 |
|
|
2022
Q1 | $722K | Hold |
12,222
| – | – | 0.32% | 68 |
|
|
2021
Q4 | $722K | Buy |
12,222
+4,815
| +65% | +$284K | 0.32% | 68 |
|
|
2021
Q3 | $319K | Hold |
7,407
| – | – | 0.18% | 100 |
|
|
2021
Q2 | $290K | Sell |
7,407
-492
| -6% | -$19.3K | 0.17% | 101 |
|
|
2021
Q1 | $308K | Buy |
+7,899
| New | +$308K | 0.2% | 92 |
|