Wallace Advisory 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 | $479K | Buy |
18,915
+2,692
| +17% | +$68.2K | 0.35% | 84 |
|
|
2025
Q1 | $430K | Buy |
16,223
+95
| +0.6% | +$2.52K | 0.3% | 101 |
|
|
2024
Q4 | $467K | Buy |
16,128
+616
| +4% | +$17.8K | 0.32% | 87 |
|
|
2024
Q3 | $434K | Hold |
15,512
| – | – | 0.32% | 85 |
|
|
2024
Q2 | $434K | Buy |
+15,512
| New | +$434K | 0.31% | 86 |
|
|
2024
Q1 | – | Sell |
-11,986
| Closed | -$398K | – | 187 |
|
|
2023
Q4 | $398K | Buy |
11,986
+2,425
| +25% | +$80.4K | 0.31% | 82 |
|
|
2023
Q3 | $351K | Buy |
9,561
+833
| +10% | +$30.6K | 0.25% | 106 |
|
|
2023
Q2 | $356K | Hold |
8,728
| – | – | 0.27% | 102 |
|
|
2023
Q1 | $356K | Buy |
8,728
+521
| +6% | +$21.3K | 0.27% | 102 |
|
|
2022
Q4 | $421K | Buy |
+8,207
| New | +$421K | 0.33% | 83 |
|