Valley Financial 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 | $215K | Sell |
8,865
-12
| -0.1% | -$291 | 0.13% | 58 |
|
|
2025
Q1 | $225K | Sell |
8,877
-309
| -3% | -$7.83K | 0.15% | 52 |
|
|
2024
Q4 | $244K | Sell |
9,186
-33
| -0.4% | -$875 | 0.17% | 51 |
|
|
2024
Q3 | $267K | Buy |
9,219
+11
| +0.1% | +$318 | 0.19% | 49 |
|
|
2024
Q2 | $258K | Buy |
9,208
+69
| +0.8% | +$1.93K | 0.19% | 48 |
|
|
2024
Q1 | $254K | Sell |
9,139
-174
| -2% | -$4.83K | 0.19% | 47 |
|
|
2023
Q4 | $268K | Buy |
+9,313
| New | +$268K | 0.21% | 51 |
|