Wealth 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 | $40K | Sell |
1,631
-8,066
| -83% | -$198K | 0.04% | 87 |
|
|
2025
Q1 | $246K | Sell |
9,697
-7,052
| -42% | -$179K | 0.16% | 135 |
|
|
2024
Q4 | $444K | Sell |
16,749
-2,242
| -12% | -$59.4K | 0.29% | 81 |
|
|
2024
Q3 | $550K | Buy |
18,991
+376
| +2% | +$10.9K | 0.37% | 64 |
|
|
2024
Q2 | $521K | Sell |
18,615
-800
| -4% | -$22.4K | 0.37% | 59 |
|
|
2024
Q1 | $539K | Buy |
+19,415
| New | +$539K | 0.41% | 57 |
|