Waterfront Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
18,487
+5,588
| +43% | +$135K | 0.1% | 196 |
|
|
2025
Q1 | $327K | Sell |
12,899
-523
| -4% | -$13.3K | 0.08% | 210 |
|
|
2024
Q4 | $356K | Buy |
13,422
+759
| +6% | +$20.1K | 0.09% | 206 |
|
|
2024
Q3 | $357K | Buy |
12,663
+3,255
| +35% | +$91.7K | 0.09% | 201 |
|
|
2024
Q2 | $263K | Buy |
9,408
+29
| +0.3% | +$811 | 0.07% | 215 |
|
|
2024
Q1 | $238K | Sell |
9,379
-146
| -2% | -$3.7K | 0.07% | 228 |
|
|
2023
Q4 | $274K | Sell |
9,525
-390
| -4% | -$11.2K | 0.08% | 209 |
|
|
2023
Q3 | $305K | Sell |
9,915
-52
| -0.5% | -$1.6K | 0.1% | 192 |
|
|
2023
Q2 | $372K | Sell |
9,967
-680
| -6% | -$25.4K | 0.11% | 183 |
|
|
2023
Q1 | $434K | Sell |
10,647
-581
| -5% | -$23.7K | 0.14% | 171 |
|
|
2022
Q4 | $492K | Buy |
11,228
+270
| +2% | +$11.8K | 0.17% | 167 |
|
|
2022
Q3 | $503K | Sell |
10,958
-1,052
| -9% | -$48.3K | 0.19% | 146 |
|
|
2022
Q2 | $630K | Buy |
12,010
+12
| +0.1% | +$629 | 0.25% | 111 |
|
|
2022
Q1 | $657K | Buy |
11,998
+23
| +0.2% | +$1.26K | 0.23% | 102 |
|
|
2021
Q4 | $707K | Buy |
11,975
+72
| +0.6% | +$4.25K | 0.28% | 90 |
|
|
2021
Q3 | $512K | Sell |
11,903
-701
| -6% | -$30.2K | 0.25% | 98 |
|
|
2021
Q2 | $494K | Buy |
12,604
+1,079
| +9% | +$42.3K | 0.23% | 100 |
|
|
2021
Q1 | $418K | Buy |
11,525
+20
| +0.2% | +$725 | 0.21% | 106 |
|
|
2020
Q4 | $424K | Buy |
+11,505
| New | +$424K | 0.3% | 79 |
|