WealthPlan Investment Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
66,093
+225
| +0.3% | +$5.45K | 0.12% | 140 |
|
|
2025
Q1 | $1.67M | Buy |
65,868
+48
| +0.1% | +$1.22K | 0.16% | 110 |
|
|
2024
Q4 | $1.75M | Sell |
65,820
-9,316
| -12% | -$247K | 0.17% | 109 |
|
|
2024
Q3 | $2.17M | Buy |
75,136
+3,216
| +4% | +$93.1K | 0.22% | 98 |
|
|
2024
Q2 | $2.01M | Buy |
71,920
+9,332
| +15% | +$261K | 0.3% | 74 |
|
|
2024
Q1 | $1.74M | Sell |
62,588
-776
| -1% | -$21.5K | 0.27% | 77 |
|
|
2023
Q4 | $1.82M | Sell |
63,364
-2,445
| -4% | -$70.4K | 0.29% | 76 |
|
|
2023
Q3 | $2.18M | Buy |
65,809
+11,553
| +21% | +$383K | 0.39% | 67 |
|
|
2023
Q2 | $1.99M | Sell |
54,256
-10,553
| -16% | -$387K | 0.59% | 61 |
|
|
2023
Q1 | $2.64M | Sell |
64,809
-18,043
| -22% | -$736K | 0.46% | 63 |
|
|
2022
Q4 | $3.64M | Buy |
82,852
+3,347
| +4% | +$147K | 0.25% | 84 |
|
|
2022
Q3 | $3.99M | Buy |
+79,505
| New | +$3.99M | 0.29% | 79 |
|
|
2022
Q1 | $4.32M | Buy |
+88,047
| New | +$4.32M | 0.3% | 80 |
|