Wealthquest’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $437K | Buy |
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|
2025
Q2 | $373K | Buy |
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|
2025
Q1 | $368K | Sell |
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|
2024
Q4 | $428K | Buy |
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|
2024
Q3 | $456K | Sell |
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|
2024
Q2 | $451K | Buy |
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|
2024
Q1 | $446K | Sell |
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|
2023
Q4 | $469K | Buy |
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|
2023
Q3 | $540K | Sell |
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|
2023
Q2 | $665K | Sell |
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|
2023
Q1 | $743K | Sell |
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|
2022
Q4 | $933K | Buy |
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|
2022
Q3 | $784K | Hold |
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|
2022
Q2 | $939K | Sell |
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|
2022
Q1 | $1.33M | Hold |
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|
2021
Q4 | $1.33M | Buy |
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|
2021
Q3 | $953K | Buy |
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|
2021
Q2 | $866K | Sell |
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|
2021
Q1 | $802K | Buy |
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|
2020
Q4 | $811K | Sell |
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|
2020
Q3 | $796K | Hold |
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|
2020
Q2 | $709K | Buy |
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|
2019
Q4 | $808K | Sell |
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|
2019
Q3 | $749K | Sell |
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|
2019
Q2 | $953K | Buy |
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|
2019
Q1 | $864K | Buy |
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|
2018
Q4 | $867K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $326K | Buy |
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|
2015
Q1 | $297K | Sell |
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|
2014
Q4 | $272K | Buy |
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