TruWealth 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 | $963K | Sell |
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|
2025
Q2 | $952K | Buy |
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|
2025
Q1 | $995K | Buy |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.15M | Buy |
|
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $1.35M | Sell |
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|
2023
Q2 | $1.53M | Sell |
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|
2023
Q1 | $1.76M | Sell |
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|
2022
Q4 | $2.28M | Buy |
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|
2022
Q3 | $1.89M | Buy |
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|
2022
Q2 | $2.26M | Buy |
|
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|
2022
Q1 | $2.17M | Buy |
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|
2021
Q4 | $2.48M | Sell |
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|
2021
Q3 | $1.8M | Sell |
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|
2021
Q2 | $1.65M | Buy |
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|
2021
Q1 | $1.5M | Sell |
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|
2020
Q4 | $1.55M | Buy |
|