United Advisor Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
15,047
+2,794
| +23% | +$67.7K | 0.06% | 279 |
|
|
2025
Q1 | $310K | Sell |
12,253
-29,323
| -71% | -$743K | 0.06% | 270 |
|
|
2024
Q4 | $1.1M | Sell |
41,576
-3,207
| -7% | -$85.1K | 0.22% | 111 |
|
|
2024
Q3 | $1.3M | Buy |
44,783
+34,976
| +357% | +$1.01M | 0.29% | 87 |
|
|
2024
Q2 | $274K | Buy |
+9,807
| New | +$274K | 0.09% | 215 |
|