TrueWealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $276K | Buy |
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|
2025
Q2 | $203K | Sell |
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $364K | Sell |
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|
2024
Q3 | $541K | Buy |
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|
2024
Q2 | $509K | Sell |
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|
2024
Q1 | $574K | Buy |
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|
2023
Q4 | $306K | Sell |
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|
2023
Q3 | $453K | Sell |
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|
2023
Q2 | $501K | Sell |
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|
2023
Q1 | $564K | Sell |
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|
2022
Q4 | $721K | Buy |
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|
2022
Q3 | $606K | Buy |
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|
2022
Q2 | $722K | Buy |
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|
2022
Q1 | $722K | Hold |
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|
2021
Q4 | $722K | Buy |
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|
2021
Q3 | $319K | Hold |
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|
2021
Q2 | $290K | Sell |
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|
2021
Q1 | $308K | Buy |
|