WealthShield Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Buy |
24,559
+156
| +0.6% | +$3.78K | 0.07% | 215 |
|
|
2025
Q1 | $618K | Buy |
24,403
+1,459
| +6% | +$37K | 0.08% | 202 |
|
|
2024
Q4 | $609K | Buy |
22,944
+1,251
| +6% | +$33.2K | 0.09% | 196 |
|
|
2024
Q3 | $628K | Buy |
21,693
+1,260
| +6% | +$36.5K | 0.09% | 194 |
|
|
2024
Q2 | $572K | Buy |
20,433
+1,001
| +5% | +$28K | 0.09% | 193 |
|
|
2024
Q1 | $539K | Buy |
19,432
+175
| +0.9% | +$4.86K | 0.09% | 188 |
|
|
2023
Q4 | $554K | Sell |
19,257
-1,297
| -6% | -$37.3K | 0.09% | 192 |
|
|
2023
Q3 | $682K | Buy |
20,554
+2,170
| +12% | +$72K | 0.1% | 184 |
|
|
2023
Q2 | $674K | Sell |
18,384
-950
| -5% | -$34.8K | 0.1% | 182 |
|
|
2023
Q1 | $789K | Sell |
19,334
-259
| -1% | -$10.6K | 0.13% | 170 |
|
|
2022
Q4 | $1M | Buy |
19,593
+2,388
| +14% | +$122K | 0.19% | 126 |
|
|
2022
Q3 | $753K | Sell |
17,205
-1,730
| -9% | -$75.7K | 0.15% | 159 |
|
|
2022
Q2 | $993K | Buy |
18,935
+1,429
| +8% | +$74.9K | 0.2% | 126 |
|
|
2022
Q1 | $906K | Sell |
17,506
-6,234
| -26% | -$323K | 0.15% | 158 |
|
|
2021
Q4 | $1.4M | Buy |
23,740
+17,998
| +313% | +$1.06M | 0.23% | 94 |
|
|
2021
Q3 | $247K | Sell |
5,742
-3,808
| -40% | -$164K | 0.07% | 205 |
|
|
2021
Q2 | $374K | Buy |
9,550
+1,067
| +13% | +$41.8K | 0.06% | 186 |
|
|
2021
Q1 | $307K | Sell |
8,483
-1,297
| -13% | -$46.9K | 0.06% | 202 |
|
|
2020
Q4 | $360K | Sell |
9,780
-3,856
| -28% | -$142K | 0.07% | 215 |
|
|
2020
Q3 | $475K | Buy |
+13,636
| New | +$475K | 0.17% | 137 |
|